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Monthly Transactions

Requests & Attendance

By Mohamed Ali

• 19 articles

How to create a Leave Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Leave Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Leave Request required information as follows 5.1-Type: Leave type which was pre-added in Leave Management Settings 5.2-Start: Leave start date 5.3-End: Leave end date 5.4-Reason: Reason for creating a Leave Request 5.5-Add Attachment: an attachment could be added to the request as a complementary for the reason or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Loan Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Loan Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Loan Request required information as follows 5.1-Type: Loan type which was pre-added in Deductions of Payroll Management Settings 5.2-Amount: Loan Amount in EGP 5.3-Loan Start date 5.4-Installment Start Date: Inclusive start date of paying back Loan Installments 5.5-Installment Calculation Scheme: either a specified monthly amount or specified number of months 5.6-Installment Value that is paid monthly or number of months to pay the loan 5.7-Reason: Reason for requesting a loan 5.8-Add Attachment: an attachment could be added to the request as a complementary for the reason or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Penalty Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Penalty Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Loan Request required information as follows 5.1-Type: Penalty type which was pre-added in Deductions of Payroll Management Settings 5.2-Deduction Start Month: Inclusive Start Month for applying the Deduction 5.3-Penalty Method: Deduction criteria either Amount in EGP or Number of Days 5.4- Days/Amount: Amount in EGP if Penalty method is set to Amount OR Number of Days if Penalty method is Number of Days 5.5-Reason: Reason for the Penalty Request 5.6-Add Attachment: an attachment could be added to the request as a complementary for the reason or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create an Expense Claim Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Expense Claim Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Expense Claim Request required information as follows 5.1-Pay Element: pre-added in Onetime Entitlements of Payroll Management Settings 5.2-Date: Expense payment date of the employee 5.3-Amount: Expense value in EGP 5.4- Description: short description for the Expense 5.5-Add Attachment: an attachment could be added to the request as a complementary or as a proof 5.6-Reason: Reason for Requesting an Expense Claim 6- Click on “Save” to save Item Information 7- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Resignation Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Resignation Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Resignation Request required information as follows 5.1-Last Working Day: Inclusive Date of last working day 5.2-Resignation Reason: Chosen from available reasons either “Layoff - Better Opportunity - Bad Work Environment – Misconduct Or Retirement ” 5.3-Reason: Specified Reason for Requesting Resignation 5.4-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Termination Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Termination Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Termination Request required information as follows 5.1-Last Working Day: Inclusive Date of last working day 5.2-Termination Reason: Chosen from available reasons either “Layoff - Better Opportunity - Bad Work Environment – Misconduct Or Retirement ” 5.3-Reason: Specific Reason for Termination 5.4-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Reschedule Loan Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Reschedule Loan Request” from the drop-down menu 4- Click on “Next” button 5- Choose the required Loan to be Rescheduled, scroll down then fill in Loan Reschedule Request required information as follows 5.1-Postpone Period: Payroll period name that the loan will be rescheduled to 5.2-Reason: Rescheduling Reason 5.3-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Borrow Document Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Borrow Document Request” from the drop-down menu 4- Click on “Next” button 5- Fill in Borrow Document Request required information as follows 5.1-File Type: Employment document type that need to be borrowed 5.2-From Date: Inclusive Start date of borrowing the document 5.3-To Date: Date of returning back the borrowed document 5.4-Reason: Reason behind borrowing a document 5.5-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Transfer Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Transfer Request” from the drop-down menu 4- Click on “Next” button 5- Scroll down and Fill in Transfer Request required information as follows 5.1-Grade: Job Grade after the transfer is done that is chosen from pre-added grades in Organization Settings 5.2-Job Title: Job Title after the transfer is done that is chosen from pre-added titles in Organization Settings 5.3-Department: Department where the employee is going to be involved in after the transfer is done which is chosen from pre-added departments in Organization Settings 5.4-Business Unit: Business Unit where the employee is going to be involved in after the transfer is done which is chosen from pre-added Business Units in Organization Settings 5.5-Effective Date: Date of applying the transfer 5.6-Reason: Reason behind requesting a transfer 5.7-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a Promotion Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Promotion Request” from the drop-down menu 4- Click on “Next” button 5- Scroll down and Fill in Promotion Request required information as follows 5.1-Grade: Job Grade after the promotion is done that is chosen from pre-added grades in Organization Settings 5.2-Job Title: Job Title after the promotion is done that is chosen from pre-added titles in Organization Settings 5.3-Effective Date: Date of applying the promotion 5.4-Reason: Reason behind requesting a transfer 5.5-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create an Excuse Request

1 - Click on “Requests” from main menu 2 - Click on “New Request” button 3 - Choose Request details as follows 3.1 - Request For: Required employee from pre-added employees 3.2 - Request Type: Choose “Excuse Request” from the drop-down menu 4 - Click on “Next” button 5 - Fill in Excuse Request required information as follows 5.1 - Excuse Type: chosen from pre-added permissions in Attendance Policy attached to the work group that employee is added to 5.2 - Excuse Time: Part of the shift where the excuse is required either “Late in – Early Out or Middle of Day” then Date and time of excuse is added 5.3 - Date : date when the excuse is required 5.4 - Duration / from - to : could have 3 cases - In case Excuse Time is selected to be 'Late In' then it is related to the duration in Hours and minutes for the employee to attend after the shift start time - In case Excuse Time is selected to be 'Early Out' then it is related to the duration in Hours and minutes for the employee to leave before their shift end time - In case Excuse Time is selected to be 'Middle Of Day' then it is related to start and end times of that middle day excuse 5.5 - Reason Type: Excuse reason either “Business” or “Personal” 5.6 - Reason: One line description for the Excuse 6 - After filling in Request Information, click on “Submit”

Last updated on Sep 03, 2024

How to create a Letter Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Letter Request” from the drop-down menu 4- Click on “Next” button 5- Scroll down and Fill in Excuse Request required information as follows 5.1-To: letter recipient 5.2-Language: Letter Language which is either “Arabic” or “English” 5.3-Job title in English of the sender 5.4-Job Signature in English of the sender 5.5-Salary: If the letter request is related by any mean to the Salary 5.6-Reason: Reason behind sending the letter request 5.7-Add Attachment: an attachment could be added to the request as a complementary or as a proof 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to create a new Overtime Request

Used Only in case the attached Attendance Policy Automatic Overtime is OFF 1 - Click on “Requests” from main menu 2 - Click on “New Request” button 3 - Choose Request details as follows 3.1 - Request For: Required employee from pre-added employees 3.2 - Request Type: Choose “Excuse Request” from the drop-down menu 4 - Click on “Next” button 5 - Fill in Overtime Request details as follows 5.1 - Date : date where overtime has occurred 5.2 - From : Start Time of Overtime 5.3 - To : End Time of Overtime 5.4 - Reason: One line description for the Excuse 6 - After Filling in the required Information for the Overtime request click on 'Submit'

Last updated on Sep 03, 2024

How to create a new Mission Request

- 1- Click on “Requests” from main menu 2- Click on “New Request” button 3- Choose Request details as follows 3.1-Request For: Required employee from pre-added employees 3.2-Request Type: Choose “Mission Request” from the drop-down menu 4- Click on “Next” button 5- Scroll down and Fill in Excuse Request required information as follows 5.1-Type: chosen from pre-added mission types in Leave Management Settings 5.2-Date: Mission performing Date 5.3-Start: start time of Mission 5.4-End: time of getting the mission done 5.5-Place of Mission: manually enter the place of performing the mission 5.6-Purpose of Mission: manually enter the purpose of performing the mission 5.7-Reason: Reason behind performing the mission 6- After filling in Request Information, click on “Submit” button

Last updated on Sep 03, 2024

How to upload attendance Information using Attendance Loader

- 1- Click on “Attendance” from main menu 2- Click on “Import” button 3- Click on “Attendance Logs” 4- Click on “Download Template” button 5- Open the downloaded file and enter Attendance Information a follows 5.A-NO.: Employee id Number in Attendance Machine 5.B-Date/time: Attendance date and time which is entered in DD/MM/YYYY hh:mm format , such as 01/05/2023 05:12 , where hour part “hh” is entered in 24-hour format 6- After Entering the required Attendance Information and Saving the Attendance Log File , return back to step 4 window and click on “Browse Files” button 7- Select Attendance log file and click on “open” button 8- Click on “Import” button to upload attendance log

Last updated on Sep 03, 2024

How to add attendance data manually for one employee

- 1- Click on “Attendance” from main menu 2- Search for the required employee by typing Employee name or Employee id in the search bar 3- Click on Shift Schedule 4- Click on the required day from the Calendar then hover on “First In” and click the pen icon 5- Indicate whether the required timing is “AM” or “PM” and choose “Clock-in” time 6- Indicate whether the required timing is “AM” or “PM” and choose “Clock-out” time 7- Click on checkmark icon after entering both “Clock-In” and “Clock-out” timings 8- All Other Attendance details will be computed automatically

Last updated on Sep 03, 2024

How to remove specific attendance elements effect from payroll for one employee

- 1- Click on “Attendance” from main menu 2- Search for the required employee by typing Employee name or Employee id in the search bar 3- Click on Employee name 4- Click on the Indicated field and choose the effects that need to be removed either “Absent – Early leave – Late – No leave Or Overtime”, and multiple options could be chosen 5- Click on “Cancel Attendance” button

Last updated on Sep 03, 2024

How to synchronize Attendance tracking with Attendance Machine and generate Attendance Report

- 1- Click on “Attendance” from main menu 2- Click on “Download Agent” button 3-Start the downloaded Application until it starts a screen like the one indicated 4-Click on the refresh button and make sure the Attendance machine status is changed to “Connected” 5- Click on “Attendance Logs” button 6- Choose “Start Date” and “End Date” throughout the calendar 7- Press “Ok” button to download the attendance log

Last updated on Sep 03, 2024

How to Schedule Employee Shifts

Attendance Schedule is ONLY available for Attendance policies with "Shift Schedule" chosen as its Shift Type 1 - Click on 'Scheduler' from Main Menu 2 - Choose the desired week either by clicking on the arrows, or by choosing the week from the calendar 3 - Choose the attendance policy that has the shifts required to create the shift schedule 4 - Click on the required shift to be entered or DayOff 5 - Click on the day of the week required to add that shift 6 - Repeat the same procedure to add all shifts in the week 7 - Click on 'Publish' to save the attendance schedule

Last updated on Sep 03, 2024