Leave & Attendance
Managing your leave and attendance effectively is crucial to ensure that your working hours are accurately recorded and communicated to your employer. The features available in the employee portal makes it easy for you to check in and check out of your work shifts, view your attendance summary, and manage your absences. These tools help keep your records up-to-date, minimize discrepancies, and ensure that your attendance and leave data is precisely reflected.
Note: The Leave and Attendance module is available only for the India edition of Zoho Spend. Contact your admin to enable this module for your organization.
Check In / Check Out
Managing your work hours efficiently is essential for accurate attendance tracking. The check-in and check-out feature allows you to log your work hours in real-time, ensuring that your daily attendance is recorded accurately. Here’s how you can easily check in and check out using the employee portal:
- Navigate to the left sidebar and hover over the timer displayed.
- Click Check-In to start tracking your working hours.
The timer will start counting your work hours in real-time.
- When you are ready to end your workday, hover over the timer again.
- Click Check-Out to stop tracking your working hours.
The timer will stop, and your work hours for the day will be recorded.
Real-Time Tracking
Your check-in and check-out times are tracked in real time and accurately recorded in the Attendance Summary. This ensures that your working hours are always up to date and reflected accurately to your employer. Here’s how you can track in real time:
- Click Leave and Attendance on the left sidebar.
- Go to the Attendance Summary tab.
- Click the timer in the attendance summary to view detailed check-in and check-out times for that specific day.
Apply Leave
Applying for leave is done to ensure your absence is properly recorded and approved. Here’s how you can apply for leave:
- Click Leave and Attendance on the left sidebar.
- Click Apply Leave in the top right corner.
- Select Leave Type in the Leave Type dropdown. You can choose from Earned Leave, Sick Leave, Casual Leave, or any other leave type supported by your business.
- Choose the leave dates from the calendar.
- Specify whether it’s a full day or half-day leave.
- Provide a reason for the leave in the designated field.
- Click Submit to send your leave request for approval.
Regularize Attendance
If there are any discrepancies in your check-in or check-out times, you can regularize your attendance to ensure your records are accurate. Here’s how you can regularize your attendance:
- Click Leave and Attendance on the left sidebar.
- Click Regularise Attendance in the top right corner.
- Select the date for which you want to regularize your attendance.
- Enter the correct check-in and check-out times.
- In the Reason field, explain why the regularization is needed (For example, missed to mark check in/out, technical issues).
- Click Submit to send your regularization request for approval.
Manage Previous Absences
Effectively managing your previous absences ensures that your leave records are accurate and any discrepancies are addressed promptly.
Here’s how you can review and manage all your previous absences:
- Click Leave and Attendance on the left sidebar.
- Click View Details under the Overview section to see a detailed list of your absences.
Convert Absences to Leave
In the detailed absences list, find the date you want to convert to leave.
- Click Convert to Leave next to the corresponding date.
- Enter the details to apply the leave type for that absence.
Regularize Absences
If there are any absences that need to be regularized, click Regularize next to the corresponding date.
- Enter the correct details and provide a reason for the regularization.
- Click Submit to send your regularization request for approval.
View Leave and Attendance Summaries
Keeping track of your leave and attendance is vital for understanding your work patterns and managing your time off effectively. You can view summaries from both the Home page and the Leave & Attendance section for a detailed overview.
To view from Home:
- Click Home on the left sidebar.
- Go to the Payroll tab.
- You will find the widgets for Attendance Summary and Leave Summary.
The Attendance Summary widget shows your present days, payable days, on-duty days, and leave days for the current month.
The Leave Summary widget displays your available leave balance and total absent days.
Pro Tip: You can filter the leave summary by the current or the previous year. The attendance summary can be filtered based on the current or previous month.
To view from Leave and Attendance:
- Click Leave and Attendance on the left sidebar.
- In the Leave Summary tab, you will be able to view an overview of your leave balances and requests.
- In the Attendance Summary tab, you will be able to see a detailed breakdown of your daily attendance, including the check-in and check-out time, and total hours worked.
By using the features mentioned above, you can easily manage your check-ins, leave applications, and attendance regularizations, ensuring accurate and up-to-date records.