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Problem (Issue) Statement:

How to generate monthly attendance report in xPortal3000 software?

Description:

A guide to generate monthly attendance report in xPortal3000 software. Generating daily attendance report is the next step after system users have successfully set up work shift schedule.

The daily attendance report allows the Human Resource Department to trace the attendance records of the staffs.


Info
titleNote

xPortal3000 software allows the generation of two (2) types of attendance reports:

  • Daily attendance report;
  • Monthly attendance report.


Related Software:

  • xPortal3000

Related Hardware:

NA

System Application:

  • Time Attendance

Symptom and Finding:

NA

Cause:

For first time guide to generate monthly attendance report in xPortal3000 software.

Solution:


Warning
titleWarning!
  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary

  • To generate the monthly attendance report in xPortal3000.

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Step-by-step Guide:

  • To generate the monthly attendance report in xPortal3000:

Step 1: Go to xPortal3000 Client > Attendance > Monthly Attendance.
Monthly Attendance Icon in Attendance Menu
Figure 1: Monthly Attendance Icon in Attendance Menu


Step 2: The Monthly Attendance window will be shown. Click Rebuild Monthly.
Monthly Attendance Window
Figure 2: Monthly Attendance Window


Step 3: The Select Month and Card Holder window will be shown. Specify the Year and Month of the report to be rebuild. Users can also optionally choose to specify additional staff setting filters under Advanced Selection. Click OK to start rebuilding the attendance report.
Select Month and Card Holder Window
Figure 3: Select Month and Card Holder Window


Step 4: The following message window will be shown to indicate that the rebuild job has been submitted. Click OK to continue.
Rebuild Job Submitted Window
Figure 4: Rebuild Job Submitted Window


Step 5: Please wait until software prompts the Monthly Time Attendance Rebuild Finished message. Click Get / Preview in the Monthly Attendance window.
Monthly Time Attendance Rebuild Finished Message Prompt
Figure 5: Monthly Time Attendance Rebuild Finished Message Prompt


Step 6: The Monthly Attendance window will be shown. Select the attendance Year and Month to be viewed and click Get / Preview.
Monthly Attendance Window
Figure 6: Monthly Attendance Window

Step 7: The Monthly Attendance Report will be previewed accordingly. System users can also print out or export the daily report to a desired format after viewing.

Date Documentation:

20/6/2018 (Rev 1.0)

Status
subtletrue
colourYellow
titleProof-read

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