Time and Attendance Access customisation

Time and attendance module is license and advanced customisation controlled. This document contains all the customisation and permissions involved in T&A set up.  

• Enable License
• Access to Time and Attendance Dashboard
• Employee List Permission
• Permission to Add Manual Attendance
• Permission to Edit Manual Attendance
• Permission to Delete Manual Attendance

Enable License

The license should be enabled for a business to make time and attendance module features available. To set that

• Go to Admin portal -> View Businesses
• Edit a business 
• Go to Settings -> Preferences -> Time and Attendance -> time_and_attendance_license
• The same can be accessed within the client business. Go to Business -> Settings -> Preferences -> Time and Attendance -> time_and_attendance_license

• Enable Time and Attendance license for the business
• Even if the pages and features are enabled in user interface customisation, the business will not be able to access T&A features without enabling license. 

Access to Time and Attendance Dashboard

The T&A dashboard can be accessed only by the employees who have access to the user interface customisation. To set that 

• Go to Settings -> Customisation -> User Interface -> Time and Attendance -> Business Time and Attendance -> Time and Attendance List
• Click on "Add New rule"
• Select audience to whom the access is to be provided 
• Set the rule as "visible"
• Save settings

Employee List Permission

The list of employees whose data can be viewed on the T&A dashboard can be customisation controlled. To do this, 

• Go to Settings -> Customisation -> User Interface -> Time and Attendance -> Business Time and Attendance -> Time and Attendance List
• Expand the rule 
• Click on "Add Permission" 
• Select "Attendance Employee list" from the dropdown of "Permission"
• Select Audiences which should be listed from the dropdown of "Audience"
• Add comments, if required
• Save settings

Permission to Add Manual Attendance 

The permission to add manual attendance can be restricted to a group of employees. To do this

• Go to Settings -> Customisation -> User Interface -> Time and Attendance -> Business Time and Attendance -> Time and Attendance List
• Expand the rule 
• Click on "Add Permission" 
• Select "Add manual attendance" from the dropdown of "Permission"
• Set it as "True"
• Add comments, if required
• Save settings

Permission to Edit Manual Attendance 

The permission to add manual attendance can be restricted to a group of employees. To do this

• Go to Settings -> Customisation -> User Interface -> Time and Attendance -> Business Time and Attendance -> Time and Attendance List
• Expand the rule 
• Click on "Add Permission" 
• Select "Edit attendance" from the dropdown of "Permission"
• Set it as "True"
• Add comments, if required
• Save settings

Permission to Delete Manual Attendance 

The permission to add manual attendance can be restricted to a group of employees. To do this

• Go to Settings -> Customisation -> User Interface -> Time and Attendance -> Business Time and Attendance -> Time and Attendance List
• Expand the rule 
• Click on "Add Permission" 
• Select "Delete attendance" from the dropdown of "Permission"
• Set it as "True"
• Add comments, if required
• Save settings