Daily Details

Daily Details

Daily Detail screen, allows user(s) to add/delete/modify transactions on a daily basis.

Users can filter Daily details by departments, employee name, number or badge numbers.

User can even include leavers and Inactive employees in the list if required.

 
By clicking on Edit icon against the employee, user can see full visibility of all the calculation happening for the date and employee selected


1. Search Option and employee selection

     Allows users to filter employees and select the employee to view their detailed calculation on right hand side


2. Date field
    User can select/change the date by clicking the calendar icon.


3. Exception
    Allows user to authorise exception 1 at a time


4. Schedule

    Displays and allows user to change the shift per day. 

5. Transactions

     Displays the actual swipes performed by employee. It also calculates the lateness.

     Allows user to add/edit swipes if required. (Manual transaction inserted will be indicated with* against it)


6. Adjustments

    Allows user to make adjustment to the daily calculation in both decimal and hh:mm format


7. Absences

   Allows user to book absence for the day 

8. Notes and Comments

   Allows user to add notes for the day.

9. Breaks 

    Displays break transactions.

    Allows user to add/edit break transactions if required. (Manual transaction inserted will be indicated with* against it)


10. Activities

Additional Module "Time Costing" required!

      Displays activity transactions 

        Allows user to add/edit activity transactions if required.  (Manual transaction inserted will be indicated with* against it)

11. Balance and Calculation

      Calculated and displayed automatically based on swipes

12. Pay Categories 

       Displays daily net hours into various pay categories based on the shift rule defined



 

    • Related Articles

    • Daily Browser

      Single screen allowing user(s) to add/delete/modify multiple transactions on multiple days at the same time It also allows users to make multiple adjustments, approve exceptions and book absences. 1. Filter options: Search by department, name, no, ...

    • Daily Activities

      Daily Activity screen gives a quick snapshot of all the projects/tasks/jobs that you are part of. Users can see the status of the projects/tasks/jobs , the number of tasks completed, start and end date, planned and actual time, travel time and more. ...

    • Daily Templates - Rounding rules

      Daily Templates – Rounding rules About The document outlines how rounding rules affect hours calculation. In short, hours can be rounded upwards or downwards for swipes based on rules defined per daily template.  Glossary SWF – Synergy Work Force ...

    • Master Daily Templates and Assigments

      System allows defining Master Daily Templates that contains all the calculation rules same as Daily Templates except without Start and End time of the shift Master daily template can be used as a single global template for bunch of different shift ...

    • Daily Templates (Shifts) - Shift Matching

      Template Type - Shift Matching   Shift Matching enables users to match/assign shifts based on actual IN/OUT clockings       By First Swipes - If First swipe occurs between 05:00-06:30 then system will automatically assign Daily Template 06:00 - ...