Record Attendance Manually or via Excel import

YouTube: How to Record Attendance Manually or via Excel import?

How to Record Attendance Manually or via Excel import?

In this tutorial, we will learn how to define employee attendance in the Payroll module of Logic ERP, using both manual entry and Excel import methods.

---

Method 1: Mark Attendance Manually

Open Attendance Register

• Navigate to Main Menu → Payroll Entries → Attendance Register.

• This option allows you to define attendance manually for employees.

• Select the Shift Type and Date.

Choose Employee Selection Type

• Choose whether to mark attendance for a Single Employee or Multiple Employees.

• Click on the More Options (three dots) button to open the Attendance Register window.

Mark Attendance

• Select the employee(s) by ticking the checkbox next to their names.

• In the grid on the right, mark each employee as Present or Absent.

• For present employees, define the Time In and Time Out.

• Click Save once attendance is entered.

• You can also sort the employee list by Name or Code, as required.

Mark Attendance for Multiple Employees

• Tick multiple employees at once.

• Choose Present or Absent, select the appropriate Attendance Attribute (e.g., Full Day, Half Day), and define Time In and Time Out.

• Click Save to record the data.

• The total work hours and rate per day can also be viewed or edited at the bottom of the screen.

---

Method 2: Mark Month-wise Attendance

Open Month-wise Attendance Register

• Go to Payroll Entries → Attendance Register (Month-wise).

• Select the Payroll Year and Month, then click Refresh to load employee records.

Update Attendance

• Double-click on any date cell or press F6 to open the marking option.

• For present employees, select Present and choose the attribute (Full Day / Half Day).

• For absentees, mark as Absent and select the Leave Type.

• To mark multiple employees together, drag to select the required cells and press F6.

Note: If an employee’s attendance appears blank, it may be due to a joining date after the selected date.

Edit or View Leave Balance

• Press F6 again to edit any entry.

• To view leave balance, click on the employee’s name and press F2 — their leave summary will appear on screen.

---

Method 3: Import Attendance from Excel

Open Import Option

• Go to Payroll Entries → Import Attendance Data from External Source.

• Click Configuration to create a new setup.

• Enter a Configuration Name and Save it.

Configure Excel Import Settings

• Open the configuration again and select Excel as the import type.

• Under Date Format, choose the same format used in your Excel file.

• Similarly, match the Time Format with your file’s format.

• Enable Get Entry Type on Basis of Employee Shift to load attendance according to assigned shifts.

• Then enable Validate Shift Type to include specific shifts (e.g., Night Shift or All Shifts).

• Define Maximum Time Validation limits (before and after shift time).

• Tick Mark Leave Without Pay for Employees Not in File to automatically assign LWP for missing records.

• Under Excel Option Settings, browse and select your attendance file.

• Set the Header Row as 1.

• Map:

  • Employee Code → corresponding Excel column

  • Date → Date column

  • Time In / Time Out → respective columns

• Choose Excel File Type = Row Based, then click OK to save mapping.

Import Attendance

• Select your Excel file again and tick Show Employees in File Only to restrict import to listed employees.

• Define the Date Range and optionally select a Branch.

• Click Start Import to begin.

If “Show Employees in File Only” is unchecked, the system will display all employees — those not in the file will be marked as absent.

Save Attendance

• Once the import completes, verify the data.

• Click Save to record the imported attendance in the system.

---

Result

You have successfully learned how to:

• Mark attendance manually (single or multiple employees).

• Update month-wise attendance.

• Import attendance from an Excel sheet.

This ensures accurate and efficient attendance management within the Payroll module of Logic ERP.