Attendance Request
Request for Attendance
The Request for Attendance feature allows workers to ask officially for their attendance to be acknowledged for days when they were not logged because of various reasons, like meeting customers onsite, conducting official fieldwork, working remotely, or experiencing issues with their system or machine.
This feature ensures proper documentation by allowing personnel to fill in missing attendance in a manner that can be tracked and verified.Also, the Attendance Request for Attendance Regularization may be used to overwrite or correct an already existing attendance record if it was automatically marked incorrectly by systems or incorrectly by an individual.
1. Requirements
You should have the following ready before sending in an attendance request:
- Employee: The employee on whose behalf the request is being made should have an active employee record in the system so that the request can be properly linked and processed through the workflow.
2. How to Request Attendances
To initiate a new request form, navigate to the list of Attendance Requests and Select New.
Choose the employee who wishes to attend. This ensures the request is attached to the appropriate employee record
Choose the From Date and To Date checkboxes to display the list of dates over which attendance needs to be recorded or updated.
If you would like to include the official holidays in this range, click the box next to "Include Holidays", This feature was added in version 15 and higher to simplify recording of attendance in certain cases, even when you must work during the holidays.
Select a Reason for the request and, if preferred, provide a complete explanation to better assist the approver in understanding the request.
Save the request and then submit it to begin processing.
This ensures that payroll and leave calculations are accurate.
According to the system, every attendance document will be traced back to the attendance request that was submitted ,thereby making auditing and tracing easier.
If a subsequent attendance request is cancelled, the system will automatically cancel all associated attendance records. This will maintain consistency in data and prevent old records from influencing reports or payroll processing.
3. Traits
3.1 Change an Old Attendance Record
If a record of attendance has already been taken and is incorrect (for instance, the Auto Attendance utility marked the employee as absent when they were actually present), then employees can request correction of the same through the submission of an Attendance Request.
Once you have filled out the form, the system will then update the current attendance record with the new information.
You can use ERPNext's approvals workflow to track these modifications. This ensures that such modifications in the attendance records go through the correctapproval procedure and do not occur without authorization.
3.2 Request for Bulk Attendance
Individuals may also request attendance for quite a while, such as a month or a week.
If you don't choose the Include Holidays option, the system will automatically exclude marking attendance on holidays and authorized leave days when you send in your request.
This mass request feature is extremely useful for workers who have been onsite for a while, had a lot of equipment issues, or clocked out a lot.
ERPNext also provides attendance alerts on the request dashboard to make it easier to notice. Alerts highlight overlapping requests, conflicts on leave, or other concerns which may make it difficult to mark attendance properly.