1. Submit Attendance Approval Individually:
1. Submit Attendance Approval Individually:
Navigate to Attendance > Overview
In the Overview page, a new option 'View Total' has been incorporated. Selecting this option enables users to view the total values of all attendance items on the current page. Conversely, if not selected, it remains hidden.
The dropdown menu for switching between 'Week' or 'Month' now includes an additional option, 'Day'.
Choose an employee and click 'View' to access the attendance details page of the selected employee.
On the Attendance Details page, select the date and click 'Submit' to submit attendance data.
Click the 'Confirm' button to finalise the submission process.
Following submission, the audit status will be indicated by a tick symbol (✓), signifying that the attendance data has been successfully submitted.
Note:
The Workstem system facilitates users to submit attendance data for various time periods.
Select the date and click 'Submit' to submit attendance data. The message will display the selected time period.
Click the 'Confirm' button to confirm the submission.
In the picture below, the Audit Status indicates that only the selected time period is marked with a tick symbol (✓).
2. Submit Attendance Approval All at Once
2. Submit Attendance Approval All at Once
Navigate to Attendance > Overview > Click on 'More' option and select 'All' from the dropdown menu to access the Attendance Details page for all employees.
All: Access the Attendance Details page containing records for all employees.
Submit: Initiate the submission of attendance approval for all employees within the designated time period.
Cancel: Opt to retract the submission for the specified time period of all employees.
Upon reaching the Attendance Details page, click on the 'Submit' button to commence the submission process.
Confirm your action by selecting the 'Confirm' button to finalise the submission.
Side Note:
Submission can alternatively be executed directly from the Overview page.
Navigate to Attendance > Overview > Click 'More' and select 'Submit' from the dropdown menu to submit attendance data for the chosen time period of all employees.
Confirm the submission by clicking on the 'Confirm' button.
Upon successful submission, an '✓' symbol will be displayed on the audit status of all employees, signifying that their attendance data has been duly submitted.
Note:
It's imperative to note that once attendance data has been verified, it remains unchanged regardless of any subsequent adjustments made by the user to the employee's current attendance cycle, including shift information, timesheet applications, holiday applications, or recalculations for the current cycle. Users have to cancel the verification before proceeding to adjust the employee's attendance records if users require modifications to verified attendance data.
For instance:
If adjustments are required to Kevin's attendance data after verification, such as adding a new shift or submitting a timesheet, the verified attendance data will not reflect these changes until the verification is cancelled.
Submission of Attendance Approval and Execution of Pay Run
Navigate to Payroll > Pay Run > Click 'New' to initiate a new pay run > Click 'View' to review the details of the pay run.
Click the 'Next' button to proceed to the list of employees.
Click the 'Submit' button to initiate the submission process.
Click the 'Confirm' button to conclude the submission.
The pay run will then be moved to the Pending Payment section.
The audit status of employees included in the pay run that is pending payment will be indicated as 'Pay', as displayed in the picture below.
To cancel the Submission of Attendance Approval:
1. Cancel the Submitted Attendance Approval.
Cancel the submission of attendance approval for all employees
Select the date and click 'Cancel' to cancel the attendance data submission.
Click the 'Confirm' button to confirm the cancellation.
In the picture below, the submission of attendance approval for all employees is shown as cancelled.
Cancel the submission of attendance approval for a specific employee
Navigate to Attendance > Overview > Click the 'View' button corresponding to the designated employee.
Within the Attendance Details page, proceed to click both the 'Cancel' and 'Confirm' buttons to confirm the cancellation.
In the picture below, the submission of attendance approval for all employees is cancelled, as displayed.
Cancel the submission of attendance approval for a specific date
Select the desired date and proceed to click the 'Cancel' option to nullify the submission of attendance data.
Click the 'Confirm' button to confirm the cancellation.
In the picture below, only the selected date will be cancelled as displayed.
2. Cancel Submitted Attendance Data with 'Pay' Audit Status
If an employee has undergone a pay run, the Audit Status will display as 'Pay'.
To cancel the submission of Attendance Approval, the cancellation of the pay run is mandatory.
Navigate to Payroll > Pay Run and click the 'View' button for the relevant pay run.
Click 'Next' to navigate to page 3 within the pay run interface.
Click the 'Cancel' button on page 3 to cancel pay run approval.
Confirm the cancellation by clicking the 'Confirm' button.
Upon cancellation, the pay run will return to the pending approval section, and the audit status for the employee will display a '✓' symbol.
Click 'View' to access the attendance details page of the selected employee.
Click 'Cancel' and then 'Confirm' to verify the cancellation.