Attendance details required for payroll processing are primarily the number of days of loss of pay for various employees during the relevant pay period. The Loss of Pay (LOP) data will be inferred based on the leave transactions recorded in the system.
For processing your monthly payroll, you need to provide an Attendance Summary Report as input (incase you have any loss of pay for any of the employees). There are two ways of preparing this input Attendance Summary Report needed for payroll processing as listed below:
1. Creating an Attendance Summary Report through the UI with Manual LOP inputs: A new Attendance Summary Report can be created for the specified period and Loss of Pay (LOP) details can be specified for relevant employees in the report. This a manual process of specifying only the Loss of Pay (LOP) details for relevant employees for the concerned month. This can be done from: PAYRUN -> ATTENDANCE SUMMARY -> NEW SUMMARY REPORT
2. Generate Attendance Summary Report which will determine the LOP data based on leave transactions available in the system. If you have enabled Leave management capability, these transactions are automatically generated when Leaves are applied for by employees and the same get approved by the respective approving managers. This can be done from: PAYRUN->ATTENDANCE SUMMARY->GENERATE SUMMARY REPORT
In case, you have not enabled Leave management within hrEntries, there is another way to import processed leave summary data using the timesheets import template provided. You can fill in all the relevant leave summary details for all employees in the organization along with their respective time sheet specific inputs and import the same in bulk. This will automatically generate all the necessary leave transactions. Once the leave transactions are generated, you can go ahead and generate the Attendance Summary Report as specified above.
TimeSheet data using the provided template can be imported from:
SETTINGS -> LOAD TIMESHEETS
The required template file for TimeSheets is available on the same upload page as well.