General Settings

General Settings  

 This section deals with topics on setting your company's general working hours, two prime modes of capturing attendance, paydays/hours settings, permissions and regularization. 

General

You can define your default shift/work hours here.

To set your basic work hours,

  • From Home, go to Attendance > Settings > General Settings
  • Set the date on which you would like to make your work hours come into effect, under 'Effective From'.The attendance settings will be effective based on the date selected.
  • Select the default shift timing for your organization.

Your default shift timing has been set.

Zoho People offers two prime modes to capture attendance effectively. You can choose from 'Strict Mode' and 'Lenient Mode' as per your organizational requirements.

To set your mode of attendance,

Working hours are assigned according to the selected modes.

Lenient mode: It applies in a norm, where the organization doesn't have a rigid mode as the employee needs to mark his attendance at one fixed time every day. In this mode, a valid check-in or check-out in the system itself means that the employee will be marked as Present for the day.

Strict mode: This goes with the system, where an employee should have completed a fixed no of hours to be marked as present for half-day and full day. This is a preferred mode of attendance marking if the organization does not want flexible hours of work.

Working hours:

Total Hours Calculation

While calculating total working hours, you can either set First Check-in & Last Check-out mode or Every Valid Check-in & Check-out mode depending on your organization's working style.

First Check-in & Last Check-out

This option calculates the time you first check-in and your last check-out time. In the intervening time, you can check-in and check-out multiple times which will not be taken into consideration.

Every Valid Check-in & Check-out:

This option calculates only the valid check-in & check-out entries. For example, if you check-in at 9:00 AM and check-out at 11:00 AM and again check-in at 12:00 PM, the system will calculate only the hours you were in the office (i.e., between 9:00 AM-11:00 AM) and will not calculate the hours from the time you check-out (11:00 AM-12:00 PM).

In both these modes, you can have the minimum hours calculated based on the manual input that you give or based on the duration of the shift. If you choose to have the minimum hours calculated based on the shift hours, then the entire duration of the shift will be taken as the input for a full day and half of the duration of the shift will be taken as the input for half a day.

Show Over/Deviation Time

You can select this check box to show employees' overtime and deviation time.

In the Strict Mode, if you have fixed 4 hours as half- day and 8 hours as a full-day requirement, then if someone is present only for 7 hours, then the system will capture it as a half-day present and half-day absent. Showing the 1-hour deficit under deviation time. If someone is present for 5 hours, then it will be shown as half-day present and half-day absent with the deficit 3 hours shown under deviation time. On the other hand, if someone has worked 10hours, then it will be shown as full-day present with an over-time of 2hours.

In the lenient mode, if you have fixed 8 hours as minimum working hours required for a day, when an employee works for more than 8 hours, then it is calculated as overtime and anything less than 8 hours is calculated as a deviation.

Maximum Hours required for a day

This is used to set maximum working hours for the employees. The maximum working hours can be fixed for both half and full working days. This option is very helpful when you need to set a limit for the working hours. By default, Maximum Hours is disabled. Click Enable to use this option.

Note: If you have enabled over-time for your organization and also enabled Maximum working hours, then over-time exceeding the maximum working hours fixed, will not be considered as over-time.

Round-off

This setting enables you to round -off attendance check-in and check-out entries to simplify payroll calculations. It can also provide some flexibility for employees when arriving late to or leaving early from work.

The organization can set minutes for:

  • First check-in: An employee's first check-in entry will be rounded-off to the start of the shift time, if it falls within the set minutes.
  • Last check-out: An employee's last check-out entry will be rounded-off to the end of the shift time if , it falls within the set minutes.
  • Total worked hours: An employee's total worked hours will be rounded-off to the expected working hours set by the organization if it falls within the set minutes.

Let's look at a use case to understand this better.

Say an employee belongs to the general shift: (9:00 am - 6:00 pm) and the expected working hours in the organization are 8 hours.

These are the configurations set under round-off:

Based on the above configurations, 

  • If an employee's first check-in entry is anywhere from 9:01 am - 9:10 am, it will be rounded-off to 9:00 am. If the employee's first check-in entry is anytime after 9:10 am, it will not be rounded-off. 
  • If an employee's last check-in entry is anywhere from 5:50 PM - 5:59 pm, it will be rounded-off to 6:00 pm. If the employee's last check-out is anytime before 5:50 pm, it will not be rounded-off.
  • If an employee's recorded working hours are anywhere between 7 hours and 50 minutes to 7 hours and 59 minutes, it will be rounded off to 8 hours. If the employee's recorded working hours are less than 7 hours and 50 minutes, it will not be rounded-off. 

Pay Days/Hours Calculation

This Setting helps you define whether you would like to include Weekends/Holidays and Leave while calculating the Days/Hours for Pay calculation.

If you select to Include Weekends/Holidays/Leave, then the 'Payable Hours/Payable Days' will be inclusive of the Weekends, Holidays and Leave in the period.

The 'Payable Days/Hours' will reflect under 'Expected Payable Days/Hours'. Consider that your total working days in a week is 5 days. Then, the total expected payable days for a month will be 4 x 5. If you include Weekends, it means that your total expected payable days for a month will be the total number of days in the month. If you include Leave also here, then the leave applied to 'Paid' leave type category for the month will also be included for pay calculation. However, the Pay will be made according to the days worked. Hence, the Payable Days will be the total of Worked Days and the Paid Off (Weekends/Holidays/Leave).

Consider that your total working hours per day is 8 hours. In this case, if you have included Weekends, then it means your total expected payable hours for a month will be 30 x 8. In other words, the Organization expects to pay for 30 x 8 hours. However, the Pay will be made according to the hours worked. Hence, the Payable hours will be the total of Worked Hours (clocked in hours) and the Paid off (Weekends/Holidays/Leave)

Permissions:

Web Check-in/Check-out: You can make use of this option to enable or disable the option of check-in and check-out on the web.

Mobile Check-in/Check-out: You can make use of this option to enable or disable the option of check-in and check-out through mobile devices.

Make location sharing mandatory: Enabling this option allows employees to check-in or check-out only after they allow access to their location. You can enable this option for mobile,web or both. 

View sub-ordinates' entries: Enabling this option helps managers to view the attendance entries of their subordinates

Edit sub-ordinates' entries: Enabling this option helps managers to view and edit the attendance entries of their subordinates. If you click 'Notify', you can also add someone who needs to be notified when subordinate entries are edited.

Edit own entries: By enabling this, you give access to your employees to edit their own entries. The Reporting Manager can be sent a notification if you check the 'Notify reporting manager' option. Anyone else who should be notified can be added by checking the 'Notify' option. Apart from this, you can also have an approval configured when attendance entries are edited. Click here to know how to create this approval.

Show attendance report page: Here, if you select the 'Reporting Manager' option, then managers can access all the attendance reports.

Show balance overtime view: You can set here as to who should have access to see the balance over time.

Edit balance overtime view: The permissions to edit the balance overtime can be set here.

Show Check-in/Check-out location: By enabling this you can view the check-in/check-out location details of the user.

 

Regularization

Regularization for future dates - Here you can enable or disable regularization for future dates.

Regularization can be raised (x) day(s) from the date to be regularized.

 Regularization can be raised (x) day(s) a week/month/pay period.

   In this setting, there are two restrictions:

  • The number of days within which the regularization request can be raised from the date to be regularized is specified here. For example, let us assume that the number of days is specified as three. If a request needs to be raised for regularizing the entry on the 1st of September, then the request is to be raised on or before the 4th of September.
  • The number of days that the regularization request (within the time period chosen) can be raised can be specified. For example, you can set the time period as 'Week' and the days as '2'. This will mean that a maximum of two days can be raised in a week. This restriction does not apply while Admins are making regularizations.

Note: The drop-down for time period will only be enabled when a value is entered in the preceding (x) number of times field. If value entered is 0, this will block any regularization requests from being raised. If Pay Period is chosen as the time period, but no Pay Period settings have been configured, then the restrictions set will not apply.

Reason for Regularization - Configure default reasons for regularization from which the user can choose one. The user is therefore restricted to use one of the available options during regularization.

Multiple regularization entries per day - Allow users to regularize many time intervals within a given day. For example, the user can regularize incorrect entries of 9:00 AM - 11: AM and 12:00 PM - 2:30 PM, all belonging to the same day. 

Export Settings 

While exporting attendance data, if you want the information to be password protected, you can enable it here.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohopeople.com