TaskOPad -Web Guide
  • Quick Start!
  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Role
      • Manage Members
      • Manage Client
      • Manage Service
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
        • Set Reminders
        • Task Status
        • Task Priority
        • Task Attachement
        • Task Follower
        • Task Comment
        • Task Log Activity
        • Task Mark as Completed
        • Bulk Edit , Delete & Recycle Bin Process
        • Bulk Import& Bulk Export
        • Quick Reply
        • Completion of Task in %
        • Checklist
        • Mark Task for Approvals
      • Kanban Board
      • Calendar View
    • Project
      • Project Creation Process
        • Create Project
        • Create Task Under Project
    • Discussion
    • DMS (Document Management System)
    • Reports
      • User Wise Report
      • User Performance Report
      • Project Report
      • User Activity Report
      • Status Wise Report
      • Time Sheet Report
      • Time Report
    • Time-Sheet
      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
      • Approval & Rejection Process
      • Filter & Sort
    • Attendance Configuration
    • Leave Configuration
    • Notes
    • Add on Feature
      • Custom Fields In Task
        • How Custom Fields Work?
      • Custom Field In Client
        • How Custom Fields Work?
      • Client Information Sharing
      • Email Integration
      • Enable or Disable Email Notifications.
      • Access Management (IP- based Restrictions)
Powered by GitBook
On this page

Was this helpful?

  1. Fundamentals

Attendance Configuration

Attendance configuration in HRMS allows to set up attendance policies for ourorganization. This includes defining work hours, holidays, and locations ensure accurate attendance tracking.

PreviousFilter & SortNextLeave Configuration

Last updated 4 months ago

Was this helpful?

Follow these steps to configure attendance settings effectively:

Step 1: Navigate to Attendance Configuration: Log in to TaskOPad, go to the Organization Management section, and select the company for which you want to enable the attendance system. Click on the Settings menu in the top-right corner, then open the Attendance Configuration tab. Finally, turn on the toggle button to activate the attendance system for the selected company.

Step 2: Employee Permissions In the Employee Permission tab, select the users who will have access to the attendance system. Use the checkboxes next to each employee's name to grant or deny attendance access. Once done, click Save.

Step 3: Register Faces Navigate to the Register Faces tab to upload pictures of employees who have attendance permissions. This feature allows facial recognition for seamless check-in and check-out processes.

Step 4: Set Location and Radius Use the Set Location & Radius tab to define check-in and check-out locations.

  • Add multiple locations as required.

  • Specify the radius within which employees can mark their attendance.

  • You can exclude specific users from the location restriction if needed.

Step 5: Calendar Setup Go to the Calendar tab to configure work timings for each day of the week.

  • Define total working hours per day, which will be used to calculate check-in and check-out compliance.

  • Add organizational holidays by clicking the Add Holiday button.

Step 6: Regularization Approval Open the Regularization Approval tab to manage permissions for attendance regularization.

  • Define who can regularize check-ins and check-outs for employees.

  • This feature is useful for scenarios where employees forget to mark their attendance, allowing their superior to make the necessary adjustments.

After completing the configuration of the settings menu, proceed to the dashboard.

Check-In From the Dashboard:

  • Access the Dashboard: After logging into your TaskOPad account, you'll land on the Dashboard.

  • Locate the Check-In Button:

    • The Check-In button is at the top-right corner.

    • It will display your current check-in status.

  • Click Check-In:

    • When you click the button, your attendance will be logged for the day.

  • Verify Your Status:

    • Visit the Attendance section from the sidebar to confirm your check-in details.

    ( Note: If your company uses location or face recognition for attendance, ensure the necessary permissions (like location access) are enabled.)

After Check- In go to Attendance from the sidebar.

  • There are three tabs i.e. My attendance Tab, Team Attendance & Regularization

  • Under My attendance Tab you can see:

    • Check-In/Check-Out: View your recorded timings.

    • Working Hours: Total expected hours.

    • Spent Hours: Hours you've worked.

    • Variance: Any deviations from expected hours.

    • Status: Displays your current status (Present, Absent, Holiday, Manual, etc.).

    • Location: Displays the checkin and checkout locations.

    These will help you to accurately track your hours worked for a specific day and view attendance records on a weekly, monthly, or custom date range basis.

The My Attendance records also include a table view, allowing you to view the data in a tabular format for easy reference.

This allows you to filter the status, for example, if you want to view your total present, absent, holiday, and weekend status.

Under the Team Attendance Tab (For Managers)

  • Navigate to Attendance > Team Attendance.

  • A list of employees will appear.

  • Click the Eye icon next to an employee's name to view detailed attendance.

After clicking on eye you can view the team members working under you or reporting to you, where everyone's check-in and check-out times will be visible, making it easier to track the team's working hours.

Under Regularization Tab:

Regularization is basically useful when you forget to check in or check out, use the Regularization feature to correct your attendance records.

  • Navigate to Attendance > Regularization.

  • Click the + Regularization button.

  • Fill in the required details:

    • Select Member: Choose the member whose attendance you want to regularize.

    • Select Date: Specify the date along with the start and end times for regularization.

    • Reason: Provide the reason for the regularization.