Attendance
Attendance
An official document showing whether an employee was on leave, absent, or worked just half a day on a specific date is referred to as an attendance record.
Because it allows employers to monitor who is present, what they owe, and how to meet the law, it is a key element of workforce management.
You may monitor and keep a record of an employee's attendance on a daily basis in Frappe HR (ERPNext's HR module) through the Attendance doctype. Attendance records are retrievable, administered, and attached to other HR operations such as payroll and leave through the technology.
1. What you need
It's advisable to establish the following prior to setting up an attendance record:
Employee: Before the system can associate attendance information with the right person, set up the employee master record.
Shift Type: Describe the rules, schedule, and hours for a particular shift. Reporting and verifying attendance is made simpler as a result.
You can be sure that attendance records are connected correctly and match the shift rules of the system by creating these criteria.
2. How to Monitor Who Is Present
Click on New in the Attendance list to create a new record.
From the list of current employees, select one.
Select the day that attendance is being tracked.
If you would like to link the record to a specific work schedule, you can select the Shift (optional).
To guarantee that your daily records are correct, choose the Status option, which provides Present, Absent, On Leave, or Half Day.
Save the file and submit it to finalize the record.
Future dates cannot have their attendance recorded due to the possibility of corrupting the data and enabling individuals to enter their data prematurely.
By presenting attendance for the entire month in one location, a Monthly Attendance Details report makes payroll processing easier and easier to monitor performance.
One great method of keeping attendance for several employees at once is with the Employee Attendance Tool.
If you already have attendance data from another source, like biometric machines, you can transfer it all into ERPNext at once using the transfer attendance feature. You won't have to enter it all manually, which will save you time.
3. Features
3.1 Monitoring who is there without recording it If attendance records of an employee haven't been marked for certain days, the process makes it easy to mark a large group of employees as Present, Absent, or Half Day without having to edit each record separately.
3.2 How to Track Who Arrived:
Look over the list of attendees.
Click the "Mark Attendance" button.
You will be asked to choose the Employee and Month in a prompt box.
You can mark yourself as present, absent, or present only for half a day.
Choose the Exclude Holidays option so that holidays are not included as work days.
Choose the days when you want to track the attendance of the employee in question.
Click "Yes" upon choosing the "Mark Attendance" button.
* Employees who forget to log in or when attendance devices are not able to capture entry, this option is particularly useful for the rapid correction of records.*