Add Attendance Group

Add Attendance Group

After adding the persons, you can group the persons into different attendance groups. The persons in the same attendance group are assigned with the same shift schedule.

Note:

For each person, he/she can be added to up to one attendance group.

  1. Click Person > Attendance Group > Add to enter the adding attendance group page.
    Figure 1. Add Attendance Group
  2. Set the basic information of the group.
    Group Name

    Create a name for the attendance group.

    Effective Period

    Set the effective period for this attendance group.

    Check-In Not Required

    Persons in this attendance group do not need to check-in when they come to work.

    Check-Out Not Required

    Persons in this attendance do not need to check-out when they end work.

    Effective for Overtime

    For persons in this attendance group, their overtime will be recorded.

    Description

    Enter the descriptive information for the group. E.g., This attendance group is for security guards in Team A.

  3. Optional: Select a time zone for the attendance group in drop-down list of Time Zone when the persons are in the different time zones.
    Note:

    The default time zone is where the SYS server is located. For certain across-timezone scene, such as the attendance persons in different time zones, you need to set the time zone for them.

  4. Optional: Set the shift schedule for the persons in the group so that they need to attend according to this shift schedule.
    Shift Schedule

    Select a shift schedule from the drop-down list. The persons in the group should attend according to this shift schedule.

    Note:

    Click Add New to add a new shift schedule. For details, refer to #GUID-E60C5CBA-E5CD-47B6-9BF4-447457D5A478.

    Temporary Schedule

    You can also set a temporary schedule for the persons in this group. During the effective period of the temporary schedule, the persons should attend according to the temporary schedule.

    For example, according to the general shift schedule, the security guards should check-in at 6:00 am and check out at14:00 pm. You can add a temporary schedule for special days that they should check-in at 3:00 am and 14:00 pm.

  5. Optional: If the persons in the existing person group share the same shift schedule, you can enable Relate to Person Group to link this attendance group with existing person group(s).
    1. Set the Relate to Person Group switch to ON.
    2. Select existing person group(s) to relate the current attendance group to the selected person group(s).

    After related, the persons in the selected person groups will be added to the current attendance group. If you add more persons to the related person groups later, these newly added persons will be added to this attendance group automatically. In addition, if you edit the persons in the related person groups or remove persons from the related person groups, these edited or removed persons will be edited/removed in/from this attendance group automatically.

  6. Confirm to add the attendance group.
    • To add persons to the attendance group, click Add and Add Person and perform the following steps.

      Note:

      If you have enabled Relate to Person Group and select person group(s) to relate, you cannot add more persons when adding this attendance group. If you click Add and Add Person, this function will be disabled.

    • To save the attendance group first and add persons to the attendance group later, click Add to finish this task and return to the attendance group list.

  7. Optional: If you click Add and Add Person, you will enter the next page to add persons to this attendance group.
    1. In the Add from field, choose to add existing persons or add a new person to this group.
      Existing Person

      Add existing persons in the system to this attendance group.

      Add New Person

      Add a new person to this attendance group. The person will be added to the person list as well.

    2. Optional: If you select Existing Person, you can select persons from the person list or other groups.
      Person List

      Filter persons in the person list by entering keywords of person name, person group name, or additional information.

      Note:

      You can click Additional Information to enable the custom additional information as search condition.

      Access Group

      Add all the persons in the selected access group(s) to this attendance group.

      Attendance Group

      Add all the persons in the selected attendance group(s) to this attendance group.

  8. Click Add to add the selected persons to the attendance group.
  9. Optional: After adding the attendance group, you can do one or more of the followings.
    Option Description

    Edit Attendance Group

    Click in the Operation column to edit its details.

    Manage Persons in Attendance Group

    Click the added attendance group and the persons in this group will be displayed on the right.

    You can add more persons into this group, or perform other operations such as issuing cards, importing and exporting persons. For details, refer toManage Person List.

    Delete Attendance Group

    Select one attendance group and click Delete to delete it.

    Delete All Attendance Groups

    Click Delete All to delete all the added attendance groups.

Add Attendance Group

After adding the persons, you can group the persons into different attendance groups. The persons in the same attendance group are assigned with the same shift schedule.

Note:

For each person, he/she can be added to up to one attendance group.

  1. Click Person > Attendance Group > Add to enter the adding attendance group page.
    Figure 1. Add Attendance Group
  2. Set the basic information of the group.
    Group Name

    Create a name for the attendance group.

    Effective Period

    Set the effective period for this attendance group.

    Check-In Not Required

    Persons in this attendance group do not need to check-in when they come to work.

    Check-Out Not Required

    Persons in this attendance do not need to check-out when they end work.

    Effective for Overtime

    For persons in this attendance group, their overtime will be recorded.

    Description

    Enter the descriptive information for the group. E.g., This attendance group is for security guards in Team A.

  3. Optional: Select a time zone for the attendance group in drop-down list of Time Zone when the persons are in the different time zones.
    Note:

    The default time zone is where the SYS server is located. For certain across-timezone scene, such as the attendance persons in different time zones, you need to set the time zone for them.

  4. Optional: Set the shift schedule for the persons in the group so that they need to attend according to this shift schedule.
    Shift Schedule

    Select a shift schedule from the drop-down list. The persons in the group should attend according to this shift schedule.

    Note:

    Click Add New to add a new shift schedule. For details, refer to #GUID-E60C5CBA-E5CD-47B6-9BF4-447457D5A478.

    Temporary Schedule

    You can also set a temporary schedule for the persons in this group. During the effective period of the temporary schedule, the persons should attend according to the temporary schedule.

    For example, according to the general shift schedule, the security guards should check-in at 6:00 am and check out at14:00 pm. You can add a temporary schedule for special days that they should check-in at 3:00 am and 14:00 pm.

  5. Optional: If the persons in the existing person group share the same shift schedule, you can enable Relate to Person Group to link this attendance group with existing person group(s).
    1. Set the Relate to Person Group switch to ON.
    2. Select existing person group(s) to relate the current attendance group to the selected person group(s).

    After related, the persons in the selected person groups will be added to the current attendance group. If you add more persons to the related person groups later, these newly added persons will be added to this attendance group automatically. In addition, if you edit the persons in the related person groups or remove persons from the related person groups, these edited or removed persons will be edited/removed in/from this attendance group automatically.

  6. Confirm to add the attendance group.
    • To add persons to the attendance group, click Add and Add Person and perform the following steps.

      Note:

      If you have enabled Relate to Person Group and select person group(s) to relate, you cannot add more persons when adding this attendance group. If you click Add and Add Person, this function will be disabled.

    • To save the attendance group first and add persons to the attendance group later, click Add to finish this task and return to the attendance group list.

  7. Optional: If you click Add and Add Person, you will enter the next page to add persons to this attendance group.
    1. In the Add from field, choose to add existing persons or add a new person to this group.
      Existing Person

      Add existing persons in the system to this attendance group.

      Add New Person

      Add a new person to this attendance group. The person will be added to the person list as well.

    2. Optional: If you select Existing Person, you can select persons from the person list or other groups.
      Person List

      Filter persons in the person list by entering keywords of person name, person group name, or additional information.

      Note:

      You can click Additional Information to enable the custom additional information as search condition.

      Access Group

      Add all the persons in the selected access group(s) to this attendance group.

      Attendance Group

      Add all the persons in the selected attendance group(s) to this attendance group.

  8. Click Add to add the selected persons to the attendance group.
  9. Optional: After adding the attendance group, you can do one or more of the followings.
    Option Description

    Edit Attendance Group

    Click in the Operation column to edit its details.

    Manage Persons in Attendance Group

    Click the added attendance group and the persons in this group will be displayed on the right.

    You can add more persons into this group, or perform other operations such as issuing cards, importing and exporting persons. For details, refer toManage Person List.

    Delete Attendance Group

    Select one attendance group and click Delete to delete it.

    Delete All Attendance Groups

    Click Delete All to delete all the added attendance groups.