Timesheets and Leave Management (Available on Selected Plans)
The Timesheets and Leave Management Module for DigifyCRM offers an integrated solution for tracking employee attendance, managing project timesheets, and handling leave requests. This module is a complete time and attendance system that helps businesses manage shift planning, leave policies, overtime, and geographical location tracking, among other features.
Key Features:
- Attendance Management: Track employee check-in/check-out times, with manual entries or via geographical location and GPS-based tracking.
- Timesheets: Track project and task timesheets, along with overtime management.
- Leave Management: Automate leave requests, approvals, and tracking across departments.
- Shift and Workplace Management: Set up shifts, assign staff to shifts, and manage workplaces and routes.
- Geolocation & Routes: Track check-ins based on geographical location and route points.
- Reports & Analytics: Generate reports on attendance, leave applications, and check-in/out history.
1. Attendance Management
The attendance feature allows employees to log their working hours, either manually or via GPS tracking.
Steps to Manage Attendance:
- Navigate to Attendance:
- Go to Timesheets and Leave > Attendance.
- Employees can manually check in or out, or use GPS-based tracking (requires HTTPS and mobile device access for accurate GPS).
- You can configure check-in notifications and automated reminders for employees who forget to check in.
- Enable location-based attendance to track where employees check in and out.
- Set up geo-fencing to ensure employees check in from authorized locations.
- Attendance logs are available for both admin and employees to view, with details on check-in/out times, locations, and routes.
2. Project/Task Timesheets
The timesheet functionality allows you to track the time employees spend on specific tasks or projects.
Steps to Manage Timesheets:
- Go to Timesheets:
- Navigate to Timesheets and Leave > Timesheets.
- Select the project or task to be tracked.
- Enter the start and end times, along with any notes regarding the task.
- View project or task timesheets in the reports section to analyze time spent on each task by employees.
- Track additional work hours or overtime and integrate it with leave management.
3. Leave Management
Leave management helps businesses automate and manage employee leave requests and approvals.
Steps to Manage Leaves:
- Go to Leave Management:
- Navigate to Timesheets and Leave > Leave Management.
- Employees can submit leave requests specifying the type of leave (e.g., vacation, sick leave, business travel).
- Set up leave types in the Settings > Leave Types Management section.
- Define approval workflows where managers can approve or reject leave requests.
- Automate leave notifications via email and web notifications.
- View employee leave schedules and approve or adjust leaves based on calendar availability.
4. Shift and Workplace Management
The shift and workplace management feature helps you organize employee shifts, assign them to workplaces, and plan routes.
Steps to Manage Shifts and Workplaces:
- Go to Shift Management:
- Navigate to Timesheets and Leave > Shift Management.
- Define work shifts and assign employees to different shift categories.
- Set work hours and manage overtime for each shift.
- Assign employees to specific workplaces and plan their work routes.
- Use the Route Planner to create route points and optimize travel times for employees who travel between multiple locations.
- Generate reports to track attendance, check-in/out ratios by workplace, and work route efficiency.
5. Geolocation & Work Routes
Track employee check-ins based on geographical locations and planned routes.
Steps to Manage Work Routes:
- Route Point Management:
- Navigate to Timesheets and Leave > Route Points and add route points for employees who are on the move.
- Use the Route Planner feature to create optimal work routes for employees and track their progress.
- Generate reports on employee check-in/out times along their work routes for better oversight and efficiency tracking.
6. Overtime Management
Manage overtime and additional work hours for employees and link it with payroll or leave systems.
Steps to Manage Overtime:
- Track Overtime in Timesheets:
- Employees can log additional work hours through the timesheet system.
- Define when and how overtime is calculated in Timesheets and Leave > Settings.
- Set up notifications for employees and managers when overtime is recorded or exceeds predefined limits.
7. Reports and Analytics
Generate various reports to track employee attendance, leave applications, timesheets, and geographical check-ins.
Key Reports:
- Attendance Reports: View detailed attendance logs for employees.
- Leave Reports: Track approved and pending leave requests by department or employee.
- Check-in/out History: Generate history reports based on geographical check-ins, timesheets, and work routes.
- Charts: View graphical representations of working hours, leave types, and check-in/out ratios by workplace.
8. Settings and Customization
Configure the timesheets and leave management settings to match your business requirements.
Key Settings:
- Norms of Leave Management:
- Define leave policies, leave types, and approval processes for different employee levels.
- Assign specific permissions for timesheet and leave management to managers, HR staff, and employees.
- Restrict check-ins to specific IP addresses to ensure employees only check in from authorized locations.
- Set up multi-step approval processes for leave applications and timesheet entries.
- Integrate the timesheet and leave data with other modules like HR Records and HR Payroll.