Start from [Home] after login. 1 Frequently used menu Shortcuts to main menus are available here. 2 All menu Check attendance data and schedule. 3 Attention required Errors in attendance data and requests from employees are shown here. 4 Settings Create new or edit existing basic data. * Online help is only available in the Japanese version.
Perform basic settings in [ Settings] at the left column of the Home screen. The settings are classified under 6 categories. Click [List] to show all categories. Below are descriptions of each setting screen. Organization Division settings Perform setting for [Division], a unit for managing employees. 9 Time Recorder settings Provides Time Recorder setup info. Perform Time Recorder display settings from here. 11 Admin settings Admin settings Creates Admin account. p.19 Request approval flow settings Perform approval flow settings for processing time record and schedule requests here. p.25
Schedule Days applied to Auto schedule Set the number of days to apply Auto schedules (p.61). Basic Handling of work before clock-in schedule This setting determines whether to count work before scheduled clock-in time as work time. Basic Handling of work time after schedule This setting determines whether to count work after scheduled clock-out time as work time. Basic of before scheduled time This setting determines whether to regard clock-ins before planned time as “clocked-in exactly on planned time”. [Example] Set to: 10 minutes Clock-in schedule: 9:00 AM Result: Any clock-ins between 8:50 AM to 9:00 AM are regarded as 9:00 AM. Rounding-off only takes place during the Attendance calculation process. The clock-in/out data will remain as recorded. Maximum value is 30 minutes. Detail of after scheduled time This setting determines whether to regard clock-outs after specified minutes as “clocked-out exactly on scheduled time”. [Example] Set to: 10 minutes Clock-out schedule: 6:00 PM Result: Any clock-outs between 6:00 PM to 6:10 PM are regarded as 6:00 PM. Rounding-off is only applied during the Attendance calculation process. The clock-in/out data will remain as recorded. Maximum value is 30 minutes. Detail Handling of coinciding with scheduled time To regard clocks-ins that are exactly on scheduled time as “late-ins”, select [Treat as late-in time record]. * Please note that by selecting [Treat as late-in time record], clock-in records that are regarded as [clock-in before scheduled time] in the [Discretionary-rounding of clock-ins before scheduled time] setting (mentioned previously) are also regarded as late-ins. Detail rounding rounding
Full-day leave pattern This creates a pattern for taking leave. To create this pattern, select [All day vacation] in [Schedule type]. The setting items are described below. Leave info Vacation unit Select what to count when this pattern is applied. Choose from the following 3. * Please note that Vacation units cannot be edited, once a pattern is created. All-day Takes a full day leave. Select this item, unless otherwise specified. All-day (Half-day × 2) This schedule pattern is useful, for example, when employees want to take a paid leave in the morning, and take compensatory leave in the afternoon. This allows employees to take two 0.5 day of leaves within a day, each of different types. Half-day With this pattern, employees can take 0.5 day of leave. However, clock-in/outs cannot be recorded on that day. To take half-day off in a half-work day, select [Half-day leave type] (p.107). There is no need to create a half-day leave pattern, unless otherwise specified. Basic Leave type Select which leave type to count as when this schedule pattern is applied. Select the leave type created in [Settings > Schedule > Leave type settings]. * Please note that Leave types cannot be edited, once a pattern is created. Basic Discretionary work The number of times Full-day leave patterns were applied to schedules, are counted as leaves. Discretionary work (Deemed work) hours are also added up to Assigned work hours. To add up discretionary work hours, specify how many hours deemed as working hours. If you put a check at [Calculate "Daily contract hours" applied to every Employee type or Employee as Discretionary work hours], the employee’s daily contract working hours are regarded as working hours. This setting takes priority over the value entered above. Detail
Perform day to day operations from [All menu] in the top of the screen. Here, you can review and edit attendance data, set schedules, manage leaves, and export data. Descriptions for each item are provided below. Attendance data Daily data Shows daily time record, schedules and auto-calculated attendance data. p.77 Monthly data Shows calculated data such as the number of days/hours worked and leaves taken. 80 Yearly data Shows up to 12 months of data. This screen provides the summary of days/hours worked and leaves taken. p.84 Data by divisions and groups This screen shows attendance data by divisions and employee types. p.85 Schedule Schedule management Check and add schedules from here. p.100 Leave management Check the number of leaves taken/remaining from here. p.107
Operations You can perform the following operations in the Daily data screen. No. Buttons Function 1 Closes and uncloses attendance data (p.95). *Only available to administrators with closing privileges. Confirm or edit schedules of the specified day by divisions (p.105). * Available when only one division is selected. * Only available to administrators with schedule management privileges. Monthly data can be downloaded in Excel format. * Only available to administrators with data export privileges. 2 (Time card) Shows the Time Card screen (p.82). (Edit) Edits attendance data (p.86).
Operations You can perform the following operations in the Time Card. No. Buttons Function 1 You can bulk-edit a month’s schedule (p.104). * Only available to administrators with [Schedule settings: Request] or higher privileges. 2 Monthly data can be downloaded in Excel format. * PDF download is only available in the Japanese version. 3 Shows Leave details (p.111). 4 (Edit) Edits attendance data (p.86).
Grant leaves to multiple employees at once Go to the Leave management screen, and select a [Leave type] under [Specify display condition] to filter data. Press the [List edit] button displayed. Enter a value in [Increase/decrease grant (days)] in the next screen. To apply the value to all employees displayed in the screen, click [Copy]. Click [Registration] to save the settings. Import remaining leaves from a CSV file Remaining number of leaves can be imported from the Export / Import screen. [To access] All menu > Others > Export / Import > Employee data [CSV] Prepare an import layout for granting leaves If you are granting leaves by CSV import for the first time, please follow the instructions in p.38 to create Employee data import layout. To grant leaves, select [Update only] in [Applied type/category]. Select the following items. Employee code Grant vacation date (Leave name): Grant days Grant leaves by data import To import CSV data, please refer to p.39. Check the number of leaves taken each month To check how many leaves are taken every month, go to the Monthly data screen (p.80). [To access] All menu > Attendance data > Yearly data
Calculated items Details Workday type Weekday clock-in days Number of days working on weekdays (i.e. Workday type set to [Weekday]). Weekday Time-off clock-in days Number of days working on and non-legal holidays. The number of days attended on [Legal time off] and time off] workday types are summed up. Legal time off + Non-legal time off Legal time-off clock-in days Number of days working on the [Legal time off] workday type. Legal time off Non-legal time-off clock-in days Number of days working on the [Non-legal time off] workday type. Non-legal time off Total clock-in days Total days worked. -