User manual

2. Deletes attendance data that is older than required in history (depends on configuration
parameter “Keep History For (Months)”.
Note: Leave and Job Costing records are exceptions. Leave records are removed only when
employee is removed from system. Job Records are removed if Job is inactive as well as old.
3. Deletes “Ex-Employees” from Employee Master, for whom there no data in the system any
more.
What to do when an employee goes on leave?
Mark the employee ‘On Leave’ as described below:
1. Find out a) “Leave From” date, b) “Planned Back” date and c) Type of Leave
2. Go to “Time & Attendance” screen and in the date field (under status), enter the date from
which employee is on leave.
3. Open “Employee Maintenance” screen. Select the employee. Click “On Leave” check box.
4. Answer whether it is half-day leave or not.
5. Confirm “From date” is correct or Cancel.
6. If confirmed, a small screen shall pop-up.
7. If not half-day leave, Enter Planned Backdate
8. Select the Type of Leave (Paid, Unpaid etc).
9. Click on OK to finish or Cancel to abort this leave data entry.
Note: In Daily Attendance, Attendance Register and Time Card reports LP, LU, LW, LM, LC, LE
signify Leave and it’s type - Paid, Unpaid, Without Pay, Maternity, Casual, Emergency. For half-
day leaves, L is replaced by F (FP, FU, FW, FM, FC, FE).
I made a mistake when I put an employee ‘on leave’, how can I correct it?
Delete the incorrect leave entry and create the correct one.
How can I delete a leave entry I made for an employee?
1. Open “Employee Maintenance” screen and note “Leave From” date for concerned employee.
2. Go to “Time & Attendance” screen and in the date field (under status), enter the noted date.
3. Back to “Employee Maintenance” screen; click “On Leave” check box. Follow instructions.
I’m trying to do month-end closing and I cannot open the month-end menu. There’s a message
after we input some password “permission for end of month not given.”
The correct password is “softools”.
For EOM, I use the “softools” password and then the message appears “Please enter starting date
of the period in Time and Attendance window”. Which window is mentioned here? And what
starting date should I key-in? We installed the system on 17 March 2007. Since we are in October
2007 now and our last completed period was 1
st
September to 30
th
September, should I enter
1/Sep/2007? Please help because it is just the first time we’re doing month end processing.
Time and Attendance Window: It is the first window that opens automatically, when you start
Operations
What starting date: No, in your case you have to input 1-Mar-2007. After this EOM is done, do
the same for April, May and up to last completed period. For those who have period like 26
th
to
25
th
should input the date, which is the first day of the period for which EOM is being done.
Part 8