How to Start Managing Attendance in Staffinc Suite

Managing employee attendance in Staffinc Suite requires a proper setup to ensure smooth tracking, approvals, and reporting. Follow these steps to configure the attendance system efficiently.

Step 1: Create Branches

  • Set up branches in the system and ensure their configurations align with your company's operational needs.

Step 2: Add Employees & Assign Branches

  • Register employees and assign them to their respective branches to define their work locations.

Step 3: Assign Schedules (If Necessary)

  • If employees follow specific shifts, assign them to work schedules in the Shifts Menu for better time management.

Step 4: Set Up Leave Management (If Required)

  • To enable leave tracking, first create leave policies in the Leave Policy Menu based on company rules.
  • Assign employees to the appropriate leave policies. Employees can have multiple leave policies if needed.

Step 5: Configure Approval Workflow (If Required)

  • If your organization requires approvals for leave and/or overtime requests, set up the approval line in the Settings Menu.
  • Multi-layer approval can be enabled if necessary.

Step 6: Employees Can Start Using Attendance Features

Once the setup is complete, employees can:
Check-in & Check-out for attendance tracking.
Request leave based on assigned leave policies.
Request overtime for additional work hours.
Dispute attendance data if there are discrepancies.

Step 7: Monitor & Manage Attendance Data

  • Use the Attendance Recap Menu for real-time monitoring.
  • View detailed daily attendance records per employee.
  • Edit attendance data individually or in bulk.
  • Export attendance records for reporting and payroll processing.

By following these steps, your organization can efficiently track, manage, and analyze employee attendance while ensuring compliance with company policies.