Updated: 01 April 2019

Employee other details

Employee > Leaves

  • Employee is eligible for leaves only when the option ‘Enable for Leaves’ is on his Profile tab
  • Options are available only when the employee is eligible for leaves
  • Opening Leave Balance – you must first define how many leaves employee has
  • Displays all Leave Types present in organization
  • Enter all leave balances, click ‘Save’
  • Click ‘New Leave’ to apply leave for employee
  • Employee can apply leave for either Multiple days or Single Day or a Half day
  • If want to apply for multiple leaves give ‘From Date’ and ‘To Date’, all the dates in between these days are marked as leaves
  • When Leave Type is selected from the drop down it displays the number of leaves balance for the selected leave type
  • Employee can’t take more than the balance leaves
  • If it is Single day- select the required day, leave type and reason and click ‘Save’
  • If it is Half Day- select the required day, leave type, Part of Day and reason and click ‘Save’
  • When a leave is taken the balance will be automatically reduced
  • You can make a Leave inactive, just by edit. Click on edit icon for the Leave then change the status, click ‘Save’

Employee > Location 

  • This is useful to allow employee to punch remotely
  • Navigate to Employee > Location
  • Select the required location from Geofence drop down
  • Click Save
  • If location is not required for employee, you can also delete it.

Employee > Travel

  • You can enter all the travel details of employee
  • Navigate to Employee > Travel
  • Click on New Travel
  • Enter the ‘Start Date’ and ‘End Date’ of the travel
  • Punch Approvals on Travel is marked as Required automatically. If the option is required, then the punches in the travel period will be sent for approvals
  • Can change the Status of travel if not required or travel is cancelled

Employee > On Duty

  • You can mark employee On-Duty
  • Navigate to Employee > On-Duty tab
  • Click ‘New On-Duty’
  • Enter the Date, Out Time, Place and Purpose for On-Duty of an employee
  • Enter all details, click ‘Save’
  • You can’t enter another On-Duty until one On-Duty is completed, and to complete one On-Duty there should be both Out Time and In Time.