This is possible by using the alert settings . You can set it by day, week, or month.
Table of contents
- Precondition
- Feature overview
- Setting method
- Example of how to create an alert
- How to check the created alert
- Supplement 1
- Supplement 2
Precondition
At Settings> Others> Options> attendance management settings, please refer to the "alert feature" to "Apply".
Feature overview
You can extract and check the attendance time of the set alert on the summary screen.
For example, when viewing an employee's time card, it is possible to display in "any color" when "overtime" and "late night overtime" exceed ●● minutes as shown below.
Setting method
In Settings> View> Alert settings , click the [Add time alert] or [Add number of days alert] button.
Set the basic information and select the employee type or division to apply the alert rule. After selecting, click the [Save] button to complete creation.
Basic information
| title | explanation |
|---|---|
| Alert name | Enter a name for your alert. |
| Inclusion criteria | Either "number of hours", "days" or "time period" is displayed. Select the criteria from the following buttons. |
| Applicable period | Select Daily, Weekly or Monthly. Below is an example of what kind of alerts can be created for each target period. Daily alert example: I want to extract employees who have less than 20 minutes of break time per day. I want to extract employees who are late for more than 30 minutes in a day. Weekly alert example: I want to extract employees who are absent 3 or more days a week. I want to extract employees who are late more than twice a week. Monthly alert example: I want to extract employees who work on holidays four or more times a month. I want to extract employees who work 20 or more hours of late-night overtime in a month. |
| Target category | *Displayed only when target criteria "time zone" is selected. Select from "Estimated" or "Actual". If you select "Scheduled", the "Error judgment" item will be displayed. You can choose from the following.
|
| Alert target attendance | Check the items you want to target for alerts. You can also select multiple items. |
| Alert target custom field |
If you have customized timecards, you can set alerts for customized time items. *For details on customization , see here . |
| Alert | Enter the default value.
For example, if you want to extract employees who have been absent for 4 days, set 3 days "over" or 4 days "more than".
For time zone alerts, set the alert criteria time zone and whether it is "within" or "outside" the time zone. |
| Display color | Select the color to display in the background of summary values that meet the conditions. |
Select employee
| title | explanation |
|---|---|
|
age |
Enter the age of the employee for which you want the alert.
When setting this item, please set "date of birth" in "employee settings". |
|
gender |
Enter the last name of the employee for whom you want to alert. |
Example of how to create an alert
I will introduce how to create an alert that displays a warning color when the total of "overtime" and "late-night overtime" exceeds 3 hours in a day.
Creation procedure
1. Click the Alert Settings > [Add Time Alert] button.
2. Enter the basic information as shown below.
* Depending on the usage environment, "midnight" may be displayed as "midnight predetermined".
3. Set the alert and display color as shown below.
4. Check the checkboxes of the employee types and division to which the rule applies.
5. Click the [Register] button to complete.
How to check created alerts
Attendance that meets the conditions can be confirmed on each summary screen. The confirmation screen differs depending on the "Display period" selected when creating the alert.
In case of alert target attendance
| Applicable period | Screens that can be checked |
|---|---|
| Daily | Daily data > Normal tab Daily data > [Timecard] button > [Timecard] tab |
| Weekly (*) | Monthly data > Regular tab |
| Monthly | Monthly data > Regular tab Monthly data > [Timecard] button > [Timecard] tab |
For alert target custom items
You can check it on the [Normal (Custom)] tab on the monthly or daily data screen.
| Applicable period | Screens that can be checked |
|---|---|
| Daily | Daily data > [Normal (custom)] tab Daily data > [Timecard] button > [Timecard custom] tab |
| Weekly (*) | Monthly data > [Normal (custom)] tab |
| Monthly | Monthly data > [Normal (custom)] tab Monthly data > [Timecard] button > [Timecard custom] tab |
*The "Time Zone/Achievement" alert is displayed only on the time card screen. It is not displayed when "Daily" is selected on the daily data screen or monthly data screen.
How to view weekly alerts
If you select Weekly, select "Weekly" in "Display period" under "Specify display conditions" at the top of the monthly data screen, specify the week you want to display, and then click the [Display] button.
Specify Display Condition: Alert
By specifying an alert in "Specify display conditions > Alert" and then clicking the [Display] button, you can display a list of only those employees who have attendance that matches the conditions.
Supplement 1
If you want to use special attendance items such as "legal holiday overtime", "non-legal late night", "fixed non-legal holidays" as alert target items, you need to extend the "attendance item setting unified function".
Customers who issued accounts before February 14, 2018 will not have this feature expanded. If you wish to expand, please contact us from the inquiry form.
Notification function of alert settings Created alert settings can be notified by e-mail to the target employee when the standard value is met. See here for details on "Notification Settings" .
Supplement 2
Alerts have an item called "Priority order".
"Alerts" are checked in order of priority, and those that match the monitoring criteria are applied. Therefore, if there are multiple alerts with the same target attendance, the alerts will not be displayed as desired if the "priority" is incorrect.
The order of priority is the display order. You can move with " ∧ " and " v " on the right side.
example
In this case, the higher priority is the yellow alert "over 20 hours overtime". If "20 hours or more overtime", which has a smaller number of monitoring reference hours, has a higher priority, when the overtime hours in a month reaches 30 hours or more, the alert "20 hours or more overtime" will match first, so "Overtime 30 hours or more" alert does not apply. Please raise the priority of the alert "more than 30 hours of overtime".