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

Problem (Issue) Statement:

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

Description:

A guide to set up work / time attendance schedule and assign it to staffs in xPortalNet 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:

  • xPortalNet Standard
  • xPortalNet Lite
  • xPortalNet PS

Related Hardware:

NA

System Application:

  • Time Attendance

Symptom and Finding:

NA

Cause:

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

xPortalNet software does not support overnight shift setting.

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Step-by-step Guide:

  • To assign a specific door reader for attendance capturing:

Step 1: Go to xPortalNet Client > Data Setup > System Setting >Door. The Door Setup window will be shown as below:
Door Setup Window
Figure 1: Door Setup Window


Step 2: 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 2: Selecting the Door to Record Attendance Transactions


Step 3: Under the Is Attendance Capturing Door field, select the appropriate configuration setting and Click OK to save changes. More information on the settings can be found in the table that follows.
Edit Door Window
Figure 3: Edit Door Window





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


Step 5: The Send Data and Command window will then be shown. Please wait for the Send Data and Command process to complete before clicking Close.
Send Data and Command Window
Figure 5: Send Data and Command Window
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  • To create a work schedule:

Step 1: Go to xPortalNet Client > Report > Staff Attendance Report >Attendance Schedule. The Work Schedule Setup window will be shown as below:
Work Schedule Setup Window
Figure 6: Work Schedule Setup Window


Step 2: The Add Shift Setting window will be shown. Click Add to create a new work schedule. Fill up all information accordingly as per the table that follows and click OK to save the changes.
Add Shift Setting Window
Figure 7: Add Shift Setting Window





Step 3: 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 4: 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.
Over Time Tab in Add Shift Setting Window
Figure 8: Over Time Tab



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  • To assign the new work schedule to staffs:

Step 1: Go to xPortalNet Client > Data Setup > Access Data Setting > Staff Record. The Staff Detail List window will be shown. Click Get Now!
Staff Detail List Window
Figure 9: Staff Detail List Window


Step 2: The Staff Detail Setup window will be shown. Click Add to add new staff or click Modify for existing staff. 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 10: Selecting the Newly Added Work Schedule under the Shift Code Field


Step 3: The following message window will be shown to indicate that the Record is Updated. Click OK to continue.
Record Updated Window
Figure 11: Record Updated Window


Step 4: The Send Data and Command window will then be shown. Please wait for the Send Data and Command process to complete before clicking Close.
Send Data and Command Window
Figure 12: Send Data and Command Window


Step 5: 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 xPortalNet Software for the complete steps to generate daily attendance report in xPortalNet. 

Date Documentation:

14/6/2018 (Rev 1.0)

PROOF-READ

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