HR Time and Attendance Tutorial

Overview#

• The Time and Attendance module records staff attendance.
• When a staff member clocks in or out, their image and the date, time and location are recorded.
• The location list is an editable lookup list.

A new record is created when someone clocks in, and the same record is updated when that person clocks out.

💡These tutorials explain how to use Time and Attendance.

How to Grant Staff Access to Time and Attendance#

1. In BOS Professional desktop, navigate to Edit Staff (Main Menu > Office > My Organisation > Double-click a username > Settings (tab).
2. Enter time in the search block.
3. Next to the setting Human Resources > Time and Attendance - Access Allowed select one of these options:
   • None: No access.
   • Read-only: The person can view the records.
   • Full Access: The person can view and edit the records.
4. Click Save (button).

How to Create a Time and Attendance Pin#

1. In BOS Professional desktop, navigate to Edit Staff (Main Menu > Office > My Organisation > Double-click a username > Detail (tab)).
2. In the Time and Attendance section, enter a number in the PIN field.
3. Click Save (button).

How to Create a Tracker Login Pin#

1. In BOS Professional desktop, navigate to Edit Staff (Main Menu > Office > My Organisation > Double-click a username > Settings (tab).
2. Enter tracker in the search block.
3. Next to the setting Tracker > Tracker Login (PIN) enter a two- or three-digit pin number in the Value column.
4. Click Save (button).

How to Disable the Camera#

1. In BOS Professional desktop, navigate to Settings & Defaults (Main Menu > Setup > Settings & Defaults > Settings (tab).
2. Enter camera in the search block.
3. Next to the setting Time and Attendance > Disable Camera: Select Yes to disable the camera or No to enable it.
4. Click Save (button).

How to Clock in to the Tracker App#

1. Open the Tracker app.
2. Select the Company (Database) and tap or click the T & A button.
3. Location = Select a location.
   • Note: Clocking starts after a location is selected. To change the location, you must restart Tracker.
4. Enter your Time and Attendance PIN on the keyboard.
5. Tap or click Enter.
6. Click Clock In.

How to View Time and Attendance Records#

1. In BOS Professional desktop, navigate to Time and Attendance (Main Menu > HR > Time and Attendance).
2. Set = Select a date option from the dropdown list.
3. Location = Select a Location (optional).
4. Staff = Select a staff member from the dropdown list (optional).
5. Click View (button).

How to Edit Time and Attendance Records#

1. In BOS Professional desktop, navigate to Time and Attendance (Main Menu > HR > Time and Attendance).
2. Set = Select a date option from the dropdown list.
3. Location = Select a Location (optional).
4. Staff = Select a staff member from the dropdown list (optional).
5. Click View (button).
6. Click Edit (button).
7. The following fields can be edited by overtyping them:
   1. Start Date
   2. Start Time (@)
   3. End Date
   4. End Time (@)
8. The record can be deleted by clicking the last column, clicking the X and confirming the deletion.
9. Click Save (button).

How to Edit or Create Locations for Time and Attendance Records#

1. In BOS Professional desktop, navigate to Time and Attendance (Main Menu > HR > Time and Attendance).
2. Click Menu (button) > Edit Locations.
3. The following options are available:
   1. Click New (button) to add a location and enter the name of the location in the Description column.
   2. Overtype any of the fields to edit them.
   3. Click the last column to display an X. Click the X to delete the location and confirm the deletion.
4. Click Save (button).
5. Click Close (button) to close the popup.