Timesheets and Leave Management module for Perfex CRM

Location information is unknown

  • May be activating one of the following two or both options:

    - Allow attendance by coordinates

    - Allow attendance by route

  • Or have not assigned workplace or work routes to employees

  • If there are no employees who need to check in/out according to the work route or work place, please turn off these 2 options: "Allow attendance by coordinates",  "Allow attendance by route". 
  • If you need to determine the location of employees when they are checking in/out, you can choose 1 of 2 or both options above.
    • If "Allow attendance by coordinates" is enabled -> Go to Timesheets & Leave/ Workplace -> Add workplace and assign that workplace to the employee. The location of the employee must be within the allowable radius
    • If "Allow attendance by route" is enabled -> Go to Timesheets & Leave/Work Routes -> Add route point and assign that route point to the employee. The location of the employee must be within the allowable radius.
  • If you have enabled "Allow attendance by coordinates", and "Allow attendance by route",  when checking in/out, employees must stand within the allowable radius of the workplace or work route for the check-in/out to be successful.
  • Using mobile devices when check-in/out according to Workplace and Work Routes.

Create holidays for the company at Settings -> Holidays. If according to a regular work schedule, the day of the shift coincides with a holiday, the Attendance table will show "HO". If there is no shift that coincides with the holiday, no characters will be displayed on the attendance table.

You can also specify the number of days of annual leave, sick leave, maternity leave, etc. for each employee at Settings-> Norms of Leave. And currently only support entering the number of leave days for each employee. You can drag and drop to add vacation days for multiple employees. 


Go to Settings -> enable "Allow attendance by coordinates" ==> Show  Work place menu 

Enable "Allow attendance by route" ==> Show  Work routes menu. 


If the 22nd of March coincides with the day with no shift, the NS display is preferred.

If 22nd of March coincides with a shift date, HO is displayed.



Deselect notification recipients at " Attendance notice recipient " and uncheck "Send an email to a customer when staff check-in/out at the customer location".


- Attendance notice recipient: the selected person will receive a notification when the staff check-in or check-out

- Send an email to a customer when staff check in/out at the customer location: The customer receives a notification when the staff check in/check-out at the route point associated with that customer.



We get the ip by the link https://www.whatismyip.com/


Go to Timesheets & Leave module -> Settings -> Norms of Leave -> select Type of leave = " Annual leave " -> select Year -> enter Maximum leave of the year-> Save. Same configuration for Maternity leave, Private work without pay, Sick leave. 


You have to add permission for employees. - Step 1. Go to Admin -> Timesheets and Leave -> Settings -> Permission -> select role or employee -> tick View Timesheet- Attendance -> Save



For employees working as a freelancer, you can configure timekeeping by task. 

- Step 1. Go to Setup menu under Commission module from the left sidebar -> Staff menu -> view staf detail.


 - Step 2. Choose Permissions tab

Step 3. Assign Task menu permissions to employees. 


- Step 4. Go to Timesheets & Leave menu under Commission module from the left sidebar  -> Settings menu ->Permission menu ->  Add permission for employee


- Step 5. Go to Timesheets settings -> tick Timesheets by tasks -> Save. 


- Step 6. Login by employee --> Tasks menu -> Create the task and add the timesheet. 

- He does not have a shift on Monday, when he checks-in/checks-out, the system will still record timekeeping but will not calculate the total working time for him.

- So, you can use the Additional Work Hours feature to create additional work hours for him. Additional hours will not show up on the Attendance table ( Timesheets & Leave module/ Attendance menu) , but it will be synced to HR Payroll for salary calculation.

  • May be you are activating one of the following two or both options and the location of the employee stading timekeeping is outside the allowable radius. Please move near the coordinates of workplace or work route for successful timekeeping.

    - Allow attendance by coordinates

    - Allow attendance by route


Question: Why can't I create a leave request?

Answer

We can only create a leave request when "Number of days" > 0. There are some reasons why you cannot create a leave request: 

- If Number of days = 0, it may be because that employee have no shifts during the period From day to day.

- If the From date and To date fields are blank, it means that employee have no shifts from the date you created the leave request.

- If "Number of leave days remaining in the year" = 0, then the employee cannot create a leave request. Admin can increase the number of leave days for employees at Settings/Norms of leave.


Resolutions:

To create a leave request, you must first make shifts available to employees across all months (if possible) or at least make shifts available to employees in the following month (because there are cases where they will request leave in the following month).

To create leave request, follow these steps:

- First, you create shift category at Shift Categories menu 

- Next, create shift for employee at Shift menu.

- Finally, create leave requests for shift days.

The number of days off will be calculated based on working days.



Check how many days of leave an employee has left at "remaining leave days". If it is greater than 0, the employee can only take a maximum leave equal to the remaining leave days.


You can track total working hours on the Attendance table or Attendance report (but it only lists the maximum number of working hours per shift). That is, if the work shift is from 09:00  to 17:00, the maximum total working hours displayed here is 8 hours.




Another note: If you work a full 8 hour shift (work shift is from 09:00 to 17:00 and you checked-in at 09:00 and checked-out at 17:00) then create Additional work hours for 2 hours (from 17:00 to 19:00), 2 hours are also not displayed on the Attendance table and Attendance report. This is a shortcoming and we will update later.