How to Set Up Work or Time Attendance Schedule and Assign it to Staffs in xPortal3000 Software

Problem (Issue) Statement:

How to set up work / time attendance schedule and assign it to staffs in xPortal3000 software

Description:

A guide to set up work / time attendance schedule and assign it to staffs in xPortal3000 software. This feature is handy to the Human Resource Department as the work hour tracking and monitoring allows for quick calculations of compensations for overtime work shifts, on top of the employee's regular working hours.

Related Software:

  • xPortal3000

Related Hardware:

NIL

System Application:

  • Time Attendance

Symptom and Finding:

NIL

Cause:

For first time guide to set up work / time attendance schedule and apply on staff at xPortal3000 software.


Warning!

  • 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


Note

xPortal3000 software does not support overnight shift setting.


Step-by-step Guide:

  • To assign a specific door reader for attendance capturing:

Step 1: Go to xPortal3000 Client > Hardware.
Hardware Icon
Figure 1: Hardware Icon


Step 2: Select Door icon in Hardware Setting menu.
Door Icon
Figure 2: Door Icon


Step 3: Select the desired door to be used for recording attendance transactions in the Door Setup window and click Modify.
Selecting the Door to Record Attendance Transactions
Figure 3: Selecting the Door to Record Attendance Transactions


Step 4: The Edit Door window will be shown. At the General Settings tab, click on the drop-down dialog box of Is Attendance Capturing Door and select the appropriate configuration setting. Click OK to save changes. More information on the settings can be found in the table that follows.
General Settings Tab in Edit Door Window
Figure 4: General Settings Tab in Edit Door Window





Step 5: The following message window will be shown to indicate that the Record is Updated. Click OK to continue.
Record Updated Window .
Figure 5: Record Updated Window


Step 6: The Delivery Report window will then be shown. Wait for the send door setting process to complete before clicking Close to continue.
Delivery Report Window
Figure 6: Delivery Report Window


  • To create a work schedule:

Step 1: Go to xPortal3000 Client > Attendance > Shift Setting.
Shift Setting Icon in Attendance Menu
Figure 7: Shift Setting Icon in Attendance Menu


Step 2: The Work Schedule Setup window will be shown. Click Add to create a new work schedule.
Work Schedule Setup Window
Figure 8: Work Schedule Setup Window


Note

xPortal3000 provided 6 default general work shift schedules for use. Users can also modify the default work shifts to suit different applications.




Step 3: The Add Shift Setting window will be shown. Fill up all information accordingly as per the table that follows and click OK to save the changes.
Add Shift Setting Window
Figure 9: Add Shift Setting Window





Step 4: Next, configure work time setting on table under the section of Schedule Details for start working time, end working time, lunch time, OT and minimum working hours.


Step 5: If the new work schedule requires calculation for Overtime (OT), go to the Over Time Tab to configure calculations for working overtime. Click OK to save the changes.



Step 6: The following message window will be shown to indicate that the Record is Updated. Click OK to continue
Record Updated Window
Figure 10: Record Updated Window



  • To assign the new work schedule to staffs:

Step 1: Go to xPortal3000 Client > Staff Record.
Staff Record Icon
Figure 11: Staff Record Icon


Step 2: Click Add to add new staff or click Modify for exiting staff. The Edit Staff Detail window will be shown as below:
Edit Staff Detail Window
Figure 12: Edit Staff Detail Window


Step 3: Under the Shift Code field, click the drop-down dialog box and select the newly added work schedule. Click OK to save the changes.
Selecting the Newly Added Work Schedule under the Shift Code Field
Figure 13: Selecting the Newly Added Work Schedule under the Shift Code Field


Step 4: The following message window will be shown to indicate that the Record is Updated. Click OK to continue.
Record Updated Window
Figure 14: Record Updated Window


Step 5: The Delivery Report window will then be shown. Wait for the send door setting process to complete before clicking Close to continue.
Delivery Report Window
Figure 15: Delivery Report Window


Step 6: Back at the Staff Detail Setup window, click Close to return to home window.


Knowledge Base Link

Users can refer How to Generate Daily Attendance Report in xPortal3000 Software for the complete steps to generate daily attendance report in xPortal3000.

Date Documentation:

14/6/2018 (Rev 1.0)

PROOF-READ

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