- Whenever an employee has forgotten to Punch In or Punch-Out or both.
- When an employee has forgotten or missed to make a leave request.
- When an employee could not take a leave request due to an emergency.
- Attendance Rectification: This is used for making the adjustment in punch timings.
- Apply leave on duty: This is used to make the adjustment in leaves.
Contents
Revisions
- May 29, 2021 @ 06:25:17 [Current Revision] by arul
- May 29, 2021 @ 06:25:48 [Autosave] by arul
- May 29, 2021 @ 06:25:17 by arul
- May 28, 2021 @ 14:45:25 by arul
- May 28, 2021 @ 11:06:04 by arul
Revision Differences
May 28, 2021 @ 11:06:04 | Current Revision | ||
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Content | |||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>Adjustment Entry in Attendance:</strong> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>What is Adjustment Entry in Attendance?</strong> | ||
Unchanged: <span style="font-weight: 400;">This option is helpful in the following situations to make an adjustment in the Attendance before Salary processing.</span> | Unchanged: <span style="font-weight: 400;">This option is helpful in the following situations to make an adjustment in the Attendance before Salary processing.</span> | ||
Unchanged: | Unchanged: | ||
Unchanged: <ol> | Unchanged: <ol> | ||
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Whenever an employee has forgotten to Punch In or Punch-Out or both.</span></li> | Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Whenever an employee has forgotten to Punch In or Punch-Out or both.</span></li> | ||
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When an employee has forgotten or missed to make a leave request.</span></li> | Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When an employee has forgotten or missed to make a leave request.</span></li> | ||
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When an employee could not take a leave request due to an emergency.</span></li> | Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When an employee could not take a leave request due to an emergency.</span></li> | ||
Deleted: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When an employee has made a leave request but did not take the leave & worked instead.</span></li> | |||
Unchanged: </ol> | Unchanged: </ol> | ||
Unchanged: | Unchanged: | ||
Unchanged: <span style="font-weight: 400;">In all the above scenarios it is better to make the Adjustment entry(Corrections) in the Attendance of that employee before Salary Processing for that month otherwise the Salary will get miscalculated.</span> | Unchanged: <span style="font-weight: 400;">In all the above scenarios it is better to make the Adjustment entry(Corrections) in the Attendance of that employee before Salary Processing for that month otherwise the Salary will get miscalculated.</span> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>Who can make the Adjustment entry in Attendance?</strong> | ||
Unchanged: | Unchanged: | ||
Deleted: <span style="font-weight: 400;">The Adjustment entry in the attendance can be made by the employee himself by logging into his ESS portal or by an Incharge who is | Added: <span style="font-weight: 400;">The Adjustment entry in the attendance can be made by the employee himself by logging into his ESS portal or by an Incharge who is authorised to do the adjustment for all the employees.</span> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>How to make an Adjustment Entry in Attendance?</strong> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>Step1:</strong> <span style="font-weight: 400;">Login to the ESS Portal</span> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>Path:</strong> <span style="font-weight: 400;">Report > Daily attendance > Select the Period - The attendance for the period gets displayed as shown below.</span> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 02.png"><img class="alignnone size-full wp-image-13347" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_02.png" alt="" width="946" height="299" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 02.png"><img class="alignnone size-full wp-image-13347" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_02.png" alt="" width="946" height="299" /></a> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-2.png"><img class="alignnone size-full wp-image-13348" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-2.png" alt="" width="1289" height="504" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-2.png"><img class="alignnone size-full wp-image-13348" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-2.png" alt="" width="1289" height="504" /></a> | ||
Deleted: < | Added: <strong>In the rightmost part of the screen, there are two options available.</strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Deleted: <li style="font-weight: 400;" aria-level="1" >< | Added: <li style="font-weight: 400;" aria-level="1" ><strong>Attendance Rectification:</strong> <span style="font-weight: 400;">This is used for making the adjustment in punch timings.</span></li> | ||
Deleted: <li style="font-weight: 400;" aria-level="1">< | Added: <li style="font-weight: 400;" aria-level="1" ><strong>Apply leave on duty:</strong> <span style="font-weight: 400;">This is used to make the adjustment in leaves.</span></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Deleted: <b>(A) To adjust the punch details.</b> | |||
Unchanged: | Unchanged: | ||
Added: <span style="color: #0000ff;"><strong>(A) To adjust the punch details.</strong></span> | |||
Unchanged: | Unchanged: | ||
Deleted: <b>Step2: </b> | |||
Added: <strong> Step2: </strong> | |||
Deleted: < | Added: <strong>Path: </strong><span style="font-weight: 400;"> Go to Attendance Rectification column > Click the "Forgot to swipe" button in the respective date which needs the adjustment to be made. for e.g., if the attendance of 20th May'21 needs to changed the corresponding "Forgot to swipe" button</span> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-5.png"><img class="alignnone size-full wp-image-13349" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-5.png" alt="" width="1276" height="419" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-5.png"><img class="alignnone size-full wp-image-13349" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-5.png" alt="" width="1276" height="419" /></a> | ||
Deleted: < | Added: <strong>Step3: The Attendance Adjustment Request Lightbox opens up</strong> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 03.png"><img class="alignnone size-full wp-image-13350" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_03.png" alt="" width="942" height="347" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 03.png"><img class="alignnone size-full wp-image-13350" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_03.png" alt="" width="942" height="347" /></a> | ||
Deleted: < | Added: <strong>Step4: Enter the following fields.</strong> | ||
Deleted: | |||
Deleted: < | Added: <strong>Date: </strong><span style="font-weight: 400;">The selected date gets displayed. automatically.</span> | ||
Deleted: | |||
Deleted: < | Added: <strong>InTime:</strong> <span style="font-weight: 400;">Enter the In Time. Make sure to follow the 24 hrs Clock while making this entry </span> | ||
Deleted: < | Added: <strong>OutTime:</strong> <span style="font-weight: 400;">Enter the Out Time. Make sure to follow the 24 hrs Clock while making this entry. </span> | ||
Unchanged: <span style="color: #ff0000;"><b>Alert: </b></span><span style="font-weight: 400;">For e.g., If you enter the Out Time as 4.30 it is not considered as 4.30 PM (evening) instead it is considered as 4.30 AM of the next day and the adjustment entry leads to further errors. To prevent this make sure to enter the 4.30 PM as 16.30. </span> | Unchanged: <span style="color: #ff0000;"><b>Alert: </b></span><span style="font-weight: 400;">For e.g., If you enter the Out Time as 4.30 it is not considered as 4.30 PM (evening) instead it is considered as 4.30 AM of the next day and the adjustment entry leads to further errors. To prevent this make sure to enter the 4.30 PM as 16.30. </span> | ||
Deleted: | |||
Deleted: < | Added: <strong>DayType:</strong> <span style="font-weight: 400;">Select from the pick list </span> | ||
Deleted: < | Added: <strong>Leave Type:</strong> <span style="font-weight: 400;">Select from the pick list.</span> | ||
Deleted: < | Added: <strong>Shift:</strong> <span style="font-weight: 400;">Select from the pick list.</span> | ||
Deleted: < | Added: <strong>Reason:</strong> <span style="font-weight: 400;">Select from the pick list.</span> | ||
Deleted: < | Added: <strong>Remarks:</strong> <span style="font-weight: 400;">Enter the details.</span> | ||
Deleted: | |||
Deleted: < | Added: <strong>Step5: Click the Create Request button. The details are saved with a Reference no which is displayed to confirm that the adjustment entries made have been updated.</strong> | ||
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 04.png"><img class="alignnone size-full wp-image-13351" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_04.png" alt="" width="945" height="240" /></a> | Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_ 04.png"><img class="alignnone size-full wp-image-13351" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/ESS_04.png" alt="" width="945" height="240" /><span style="color: #0000ff;"><strong> (B)</strong>< /span></a><span style="color: #0000ff;"><strong>To adjust the leave details</strong></span> | ||
Deleted: | |||
Deleted: <ul> | |||
Deleted: <li aria-level="1"><b>To adjust the leave details</b></li> | |||
Deleted: </ul> | |||
Unchanged: | Unchanged: | ||
Unchanged: <b>Step2:</b> | Unchanged: <b>Step2:</b> | ||
Unchanged: <b>Path:</b><span style="font-weight: 400;"> Go to Apply LeaveonDuty header > Click the Apply LeaveonDuty button on the respective date which needs the adjustment entry to be made.</span> | Unchanged: <b>Path:</b><span style="font-weight: 400;"> Go to Apply LeaveonDuty header > Click the Apply LeaveonDuty button on the respective date which needs the adjustment entry to be made.</span> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-6.png"><img class="alignnone size-full wp-image-13352" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-6.png" alt="" width="1290" height="415" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-6.png"><img class="alignnone size-full wp-image-13352" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-6.png" alt="" width="1290" height="415" /></a> | ||
Deleted: < | Added: <strong>Step3: The Apply Leave /On Duty Screen Lightbox opens up </strong> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-7.png"><img class="alignnone size-full wp-image-13353" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-7.png" alt="" width="1286" height="498" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-7.png"><img class="alignnone size-full wp-image-13353" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-7.png" alt="" width="1286" height="498" /></a> | ||
Deleted: < | Added: <strong>Step4: Enter the following fields.</strong> | ||
Unchanged: | Unchanged: | ||
Deleted: < | Added: <strong>Leave / OnDuty No: Gets generated automatically only on entering all the fields & saving.</strong> | ||
Deleted: < | Added: <strong>Employee: </strong><span style="font-weight: 400;"> The selected employee name gets displayed </span> | ||
Deleted: < | Added: <strong>Date: </strong><span style="font-weight: 400;"> The system date gets displayed by default.</span> | ||
Deleted: < | Added: <strong>From Date:</strong> <span style="font-weight: 400;">Enter the date using the calendar icon for the adjustment to be made.</span> | ||
Deleted: < | Added: <strong>To Date:</strong> <span style="font-weight: 400;">Enter the date using the calendar icon for which the adjustment to be made.</span> | ||
Deleted: < | Added: <strong>Type: </strong><span style="font-weight: 400;"> Select the Leave Type from the picklist.</span> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8.png"><img class="alignnone size-full wp-image-13354" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8.png" alt="" width="541" height="166" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8.png"><img class="alignnone size-full wp-image-13354" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8.png" alt="" width="541" height="166" /></a> | ||
Deleted: < | Added: <strong>Number of Days: The no. of days gets displayed.</strong> | ||
Deleted: < | Added: <strong>Attachment: There is an option to attach any files like a written letter of request or confirmati</strong><b>on.</b> | ||
Deleted: < | Added: <strong>Status:</strong> <span style="font-weight: 400;">Select the status</span> | ||
Deleted: < | Added: <strong>Reason:</strong> <span style="font-weight: 400;">Enter the remarks</span> | ||
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8-1.png"><img class="alignnone size-full wp-image-13355" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8-1.png" alt="" width="638" height="500" /></a> | Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8-1.png"><img class="alignnone size-full wp-image-13355" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Adj- Entry-Atdn-8-1.png" alt="" width="638" height="500" /></a> | ||
Deleted: < | Added: <strong>Step4: Click the save button.</strong> | ||
Deleted: < | Added: <strong>The details get saved and the leave request number gets generated automatically to confirm the adjustment made.</strong> | ||
Unchanged: | Unchanged: |
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