Allocation and Attendance

Allocating employees to a contract

If you wish to allocate all the employees required for the contract in one go, please follow the steps below

  1. In the CRM container, in contracts folder, select the contract for which you want to allocate employees for.

  2. A contracts edit window will pop up on the screen.

  3. From the menu bar on the window, select “Go To”.

  4. Click on Allocation and Attendance.

  5. You will be guided to allocation and attendance window. This window looks similar to a spreadsheet.Please select Allocation tab.

  6. Fill in the required information.

  7. Click on Save, on top right hand corner of the screen.

Marking Attendance for employees in a contract

If you wish to mark attendance of all the employees allocated in a contract, please follow the steps below.

Please note that by default the attendance policy of the contract has been set to “Present unless marked absent” and therefore the information of only the employees who were absent has to entered into the system.

  1. In the CRM container, in contracts folder, select the contract for which you want to mark attendance for.

  2. A contracts edit window will pop up on the screen.

  3. In the menu bar on the window, select “Go To”.

  4. Click on Allocation and attendance.

  5. You will be guided to allocation and attendance window. Please select Attendance tab.

  6. Select the month for which you want to mark the attendance for.

  7. You will notice that as per the attendance policy, the employee has been marked present.

  8. Edit the attendance

  9. Click on Save, on top right hand corner of the screen.