Shift and attendnace strike rule configuration

Shift Creation and Mapping in Core & Client Portal

1. Navigate to Shift Settings

• Go to Settings → Staffing Masters → Shift Items

• This is where you can view existing shifts or create a New Shift.

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2. Create a New Shift

• Click on Create New Shift.

• Enter the Shift Name/Code (e.g., Day Shift, Night Shift).

• Update Login Time and Logout Time.

• Configure all applicable features/controls available under shift creation, such as:

  • Grace Period for Login/Logout

  • Break Hours / Meal Breaks
    

  • Late/Early Marking Parameters
    

  • Attendance rules as full present and half day present

  • Any other custom controls available in the portal.

3. Save and Map the Shift

• After configuring, click Save.

• Navigate to Shift Mapping under Staffing Details.

• Select the Employee(s), Department, or Client Project where the shift should apply.

• Assign the newly created shift to the relevant group.

4. Shift Change Approval steps

• Step 1 – Shift change approval matrix configuration in Admin and Employee raises Shift Change Request
• Login to the application with Admin / HR credentials.
  
• Navigate to Settings->Company setup->Portal settings->Approval settings->Click on “+"

1. Login to ESS Portal / Mobile App

2. Go to Time & Attendance → Shift Changes

3. Click on “+ New Request”

4. Select:

   • Date / Date Range
     

   • Required Shift

5. Enter Reason for change / Remarks

6. Click Apply

• The request will now go to the Reporting Manager for approval.

Step 2 – Reporting Manager reviews the request

1. Reporting Manager logs into ESS Portal

2. Navigate to My Approvals → Shift Change Requests

3. Open the employee request

4. Review:

   • Requested shift

   • Date(s)

   • Employee remarks

5. Click Approve or Reject
   

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  Step 3 – After Approval

  Once approved:

  • The new shift is auto-updated in the employee’s attendance calendar

  • Late coming, early exit and working hours will be recalculated based on the new shift

  • Attendance for that date will align automatically with the approved shift

5. Attendance Strike rule creation

• Login to the application with Admin / HR credentials.

• Navigate to: Settings → Attendance/Leaves → Attendance Strike Rules Master

• Click on “New” Enter the Rule Name and save

• Click on “+ Add” to create a new strike rule.

• From the Strike Type dropdown select strike rule Example: Late Coming Strike Rule 

• Configure the Strike Conditions, such as:

  • Number of late marks

  • Half-day / absent occurrences

  • Missed punches

  • Any other violation criteria

• Define the Strike Threshold, for example:

  • 3 late marks with action type = 1 strike

  • 3 strikes = 1 day leave deduction / LOP

• Map created strike rule under HR options

6. Default shift and Strike rule to be mapped under HR options

Go to Settings → Staffing Masters → HR Options

Once saved and mapped, the shift and strike ruke becomes active for attendance and scheduling.