Biometric Attendance SaaS Help Manual

From Snehapadma SaaS for Biometric Attendance, Time Office and Payroll

Contents 1 Introduction 2 Login 2.1 Field description 2.1.1 Company Code 2.1.2 Role 2.1.3 Employee Code 2.1.4 Password 3 System Administrator's Tasks 3.1 Set Reset Passwords 4 Human Resource Manager's Tasks 4.1 Registering Fingerprint of Employee 5 Head of the Department's Tasks 6 Time Office Administrator's Tasks 7 Employee Tasks 8 Staff Tasks 9 Labor Tasks 10 Reports 10.1 Pre-processing reports 10.1.1 First In / Last Out Report 10.1.2 Raw Data Report 10.1.3 Raw Data with Location Report 10.2 Processed Reports 10.3 Archived Reports 10.4 How to get them 10.5 Supported Formats 10.5.1 Web Reports (HTML) 10.5.2 Excel Sheet (XLS)

[edit] Introduction

In this manual, we will understand how to operate the Biometric Attendance SaaS from the website. This web application is currently in development phase and is hosted at Biometric Attendance SaaS server. We shall discuss SaaS as how a role would see it.

[edit] Login

To access the functionality of this application you must possess the credentials. To let the system know about this, log into it by clicking on the login/sign-in link.

The form appears which asks you to fill in certain things:

• Company Code
• Role
• Employee Code
• Password

Please select appropriate company and Role from the select menu. Fill in your employee code and password, and submit the form.

[edit] Field description

[edit] Company Code

This is up-to four alphabet code of your company. For demo user, you can use DEMO as the company code.

[edit] Role

You can log into company account using any of the following roles

• System Administrator
• Human Resource Manager
• Head of the Department
• Time Office Administrator
• Employee
• Staff
• Labor

Each of these roles have a specific role to play.

[edit] Employee Code

This is different from your employeeid. Employeeid is numeric, while a code can be alphanumeric. This is more for human identification of employee. Please note that while employee code can vary (of course, if you want to) employee id can not change.

[edit] Password

An alpha-numeric password that you can request your administrator to reset.

[edit] System Administrator's Tasks

System Administrator (SA) can do following tasks:

• Role Management: i.e. Give a specific role (e.g. SA, HRM, HoD) to employee and assign his/her area of influence by attaching a department and/or location to it. SA can also delete the roles assigned. Please see the chapter RBAC Management for more on this.
• Set/Reset passwords of the employees
• Manage master data such as Department, Location, Holiday, Leave Type, Employee List, Shift and Shift Sequence

[edit] Set Reset Passwords

SA can set/reset passwords for employees whom he/she wants to give access to the SaaS Server. To do this, you must log onto SaaS Server as a System administrator. Once you do that, you then have to type in the Employee Code in the first field. This form will not ask for the old password. You can type in the new password twice to confirm and click on reset password button.

If successful, you will be transported to the main page.

[edit] Human Resource Manager's Tasks

A HRM can do the following tasks

• Employee Management, i.e. add, modify employees.
• Manpower Planning, i.e. view plan between two dates, make ad-hoc changes to it.

[edit] Registering Fingerprint of Employee

To register fingerprint, you should have SaaS Client Pack installed on the PC. Normally, all the PCs that can used for Attendance can be used for the Fingerprint Registration.

Registration of fingerprint is at the moment awkwardly restricted. You can register from only one location at a time. The HRM decides which location the fingerprints will be registered from. To do that, following is the procedure:

• Log onto the server as an HRM
• Click on Registration Location from Top navigation bar.
• This should show the current registration location.
• Select location from which registrations are to be done.
• Click on Save Location button.

This procedure will be overridden by more intuitive sooner than later.

[edit] Head of the Department's Tasks

[edit] Time Office Administrator's Tasks

[edit] Employee Tasks

[edit] Staff Tasks

[edit] Labor Tasks

[edit] Reports

The reports depend on two system processes

• Time Evaluation
• Data Archival

Based on this, reports can be classified in three categories:

[edit] Pre-processing reports

Pre processing reports are those which are calculated without considering shift leaves or holiday settings. These as a result can not tell whether person is late or on time, and what should be his payment etc. However it gives basic information about time events and location details. Following reports can be generated before processing:

[edit] First In / Last Out Report

This reports first in and last out for employee for given date range.

[edit] Raw Data Report

This reports the time stamping as it happened for employee for given date range.

[edit] Raw Data with Location Report

This reports the time stamping as it happened along with location details for employee for given date range.

[edit] Processed Reports

[edit] Archived Reports

[edit] How to get them

• Login to the http://www.biometricattendance.com/ as Human Resource Manager or Head of the Department.
• From [[[Menu]] click on Attendance Reports.
• Select relevant Departments or Employees or Employee Lists from the available as per RBAC.
• Click on the required report button.

http://www.biometricattendance.com/wiki/index.php/

[edit] Supported Formats

Reports can be viewed in following formats

[edit] Web Reports (HTML)

While generating report, select the format as Web (HTML) for this.

[edit] Excel Sheet (XLS)

While generating report, select the format as Microsoft Excel (XLS) for this.