Attendance Module Setup
考勤模組設定

To set up the attendance setting in HRPro, go to System Manager ⇒  HRPro Setup, Attendance Module Setup. 

The Attendance Module Setup in HRPro is used to configure and customize the attendance management system. This includes setting up parameters for attendance recording, defining rules for clock-in and clock-out times, configuring payroll integration, and establishing how attendance data is imported and processed.

By customizing these settings, HRPro ensures that the attendance system aligns with your company's specific policies and procedures, helping to maintain accurate and efficient attendance records.

如需設定 HRPro 的考勤功能，請前往「系統管理員」⇒「HRPro 設定」⇒「考勤模組設定」。

HRPro 的考勤模組設定用於配置及自訂考勤管理功能，包括設定考勤記錄參數、定義上班及下班打卡時間規則、設定薪資整合，以及指定考勤資料的匯入及處理方式。

透過自訂這些設定，您可確保 HRPro 的考勤管理功能符合公司的政策及程序，從而維持準確且有效率的考勤記錄管理。

Attendance Import

• File Format:  The File Format option is used to specify the format of the attendance data files that will be imported into HRPro. This allows you to configure the system to recognize and correctly process different file formats exported from attendance card readers or other attendance tracking systems. 

If you have multiple file formats to import, you can select the appropriate format for each import process using the 1st, 2nd, and 3rd File Format drop-down lists. See Attendance Import for the definition of General Import Formats.

• Ignored Import Period Checking: When turned off, the system will not allow you to import attendance data other than your selected period. This reduces the risk of importing incorrect or irrelevant data that could cause issues in attendance tracking and reporting.

• Delete existing Period Attendance Records in the database before import: This is used to ensure that any old or outdated attendance records for the specified period are removed before new data is imported. This helps maintain data accuracy and consistency by preventing duplicate or conflicting records.

• Default use Regular hours for In/Out time when importing Attendance Records (No OT): This ensures that when attendance records are imported, the system will automatically use regular working hours for clock-in and clock-out times, without considering any overtime. This is useful for maintaining consistency and simplifying the import process by standardizing the hours recorded.

• Treat In/Out Time before Out Time Cut Off Hour as last day's attendance records when import: When turned on, during attendance import, if Work Out time is less than Out Time Cut Off Hour, it will be treated as the previous day's attendance. e.g., Work-Out at 02:00 is treated as the last day's attendance work-out time.  See: What is "Treat In/Out Time before Check-Out-Cut-Off Hour as last day's attendance records when import"?

• Treat In/Out Time after In Time Cut Off Hour as next day's attendance records when import: When turned on, during attendance import, if Work In time greater than Work In Cut Off Hour will be treated as next-day attendance. e.g., Work In at 23:00 is treated as next-day attendance work-in time. See What is "Treat In/Out Time after Check-In Cut Off Hour as next day's attendance records when import"?

• Keep Attendance Raw Data: When turned on, the user can check the attendance import raw data by clicking the View Raw Data button in the Attendance Record and can print the Time Records report. However, turning on this option requires much more disk space to store the Attendance Raw Data in the SQL Server.

考勤資料匯入

• 檔案格式: 「檔案格式」選項用於指定匯入 HRPro 的考勤資料檔案格式，讓系統能夠識別並正確處理由考勤讀卡機或其他考勤系統匯出的不同格式檔案。 如需匯入多種格式的檔案，您可透過「第 1 種檔案格式」、「第 2 種檔案格式」及「第 3 種檔案格式」下拉式清單，為各次匯入選擇適當的格式。有關一般匯入格式的定義，請參閱考勤資料匯入。

• 忽略匯入期間檢查: 停用此選項後，系統將不允許匯入所選期間以外的考勤資料。這有助於降低匯入錯誤或不相關資料的風險，避免影響考勤追蹤及報表的準確性。

• 匯入前刪除資料庫中指定期間的現有考勤記錄: 此選項用於在匯入新資料前，先刪除資料庫中指定期間的現有考勤記錄，避免出現重複或互相衝突的記錄，確保資料的準確性及一致性。

• 匯入考勤記錄時，預設使用正常工作時間作為上班／下班時間（不計加班）: 啟用此選項後，系統在匯入考勤記錄時，會自動使用正常工作時間作為上班及下班打卡時間，不計算加班時間。此設定可統一記錄的工作時間，維持資料一致性並簡化匯入程序。

• 匯入時，將早於下班截止時間的上班／下班時間視為前一天的考勤記錄: 啟用此選項後，系統在匯入考勤資料時，若下班時間早於設定的「下班截止時間」，便會將其視為前一天的考勤記錄。例如，凌晨 02:00 的下班打卡時間會被視為前一天的下班時間。詳情請參閱「匯入時，將早於下班截止時間的上班／下班時間視為前一天的考勤記錄」？

• 匯入時，將晚於上班截止時間的上班／下班時間視為翌日的考勤記錄: 啟用此選項後，系統在匯入考勤資料時，若上班時間晚於設定的「上班截止時間」，便會將其視為翌日的考勤記錄。例如，晚上 23:00 的上班打卡時間會被視為翌日的上班時間。 詳情請參閱什麼是「匯入時，將晚於上班截止時間的上班／下班時間視為翌日的考勤記錄」？

• 保留考勤原始資料: 啟用此選項後，使用者可在考勤記錄中按一下「檢視原始資料」按鈕，查看匯入的考勤原始資料，並可列印打卡記錄報表。不過，啟用此選項需要較多的磁碟空間，以便在 SQL Server 中儲存考勤原始資料。

Attendance Records

• Attendance Hour Decimal Place: To specify the number of decimal places for the attendance work hours. 

• Enable Meal Out/In: When checked, the system can record the meal time check-out/check-in period. 

• Enable Rest Out/In: When checked, the system can record the rest time check-out/check-in period. Usually, the Rest Period is the period after the meal period and before the book-out time, e.g., the Afternoon tea period.

• Enable Callback In/Out: When checked, the system records the overtime period, which is overtime work that requires the employee to return to the place of employment from an off-duty status.

• Show Card Times: Card Times refers to the actual recorded times when employees use their attendance cards (such as swipe cards, proximity cards, or magnetic stripe cards) to clock in and out. 

• Enable Timesheet without Time Clock Info: To enable the timesheet without time clock info for an individual employee, turn on both Enable Timesheet without Time Clock Info in Attendance Module Setup and the Timesheet without Time Clock Info option in the Employee Master HR Info tab. 

• Enable multiple devices per day: When turned on, you can view or edit each device at each clock time on the Attendance Record and use this information to produce the Attendance Report by Device Location.

• Allow Amending Shift Code for Individual Attendance Records: When this option is enabled, users can modify the shift code on each attendance record. This is beneficial for companies where the "Assumed one Employee per Roster" setting (found in Master Setup) is disabled. In such scenarios, a single roster is shared among multiple employees, and the shifts can be amended on the attendance records for individual employees. This means that shifts are determined based on the attendance records rather than the roster table. On the other hand, when this option is disabled, users cannot alter the shift code on individual attendance records, and the shift information for employees will always be sourced from the roster table. (See What is "Allow to amend Shift Code for individual Attendance Record" in Attendance Module Setup).

• Show Status column in the Attendance Record: When turned on, the Attendance Status column will be shown on the Attendance Record.

• Show Leave Remarks column in the Attendance Record: When turned on, the Remarks of the corresponding Leave Entry will be shown on the Attendance Record.

• Lock corresponding attendance records when payroll is unprotected: When enabled, users cannot add, modify, or delete attendance records within a payroll calculation period for which payroll records have been generated but remain unprotected. This prevents accidental changes to attendance records that could affect the calculated payroll results. To make changes, users must first delete the related unprotected payroll records.

• Attendance Records Retention Years:  Once a retention period is established, attendance records will be automatically removed from the system upon reaching the limit. For example, records older than seven years will be deleted to optimize database storage and improve performance.

考勤記錄

• 考勤工時小數位數:  指定考勤工作時數的小數位數。

• 啟用用膳離開／返回打卡: 勾選此選項後，系統可記錄員工用膳時離開及返回的打卡時間。

• 啟用休息離開／返回打卡: 勾選此選項後，系統可記錄員工休息時離開及返回的打卡時間。休息時段通常是指用膳後至下班前的時段，例如下午茶時間。

• 啟用召回上班／下班打卡: 勾選此選項後，系統可記錄員工在非當值期間被召回工作地點加班的上班及下班打卡時間。

• 顯示打卡時間: 打卡時間是指員工使用考勤卡（例如刷卡式、感應式或磁帶式考勤卡）進行上班及下班打卡時，系統實際記錄的時間。

• 啟用無打卡資料工時表:  如需為個別員工啟用無打卡資料工時表，必須同時啟用「考勤模組設定」中的「啟用無打卡資料工時表」，以及「員工主檔」內「人力資源資料」分頁中的「無打卡資料工時表」選項。

• 啟用每日使用多部打卡裝置: 啟用此選項後，您可在考勤記錄中檢視或修改每次打卡所使用的裝置，並利用這些資料產生按裝置位置分類的考勤報表。

• 允許修改個別考勤記錄的班次代碼: 啟用此選項後，使用者可修改每筆考勤記錄的班次代碼。此功能適用於在主檔設定中停用「假設每個更表只供一名員工使用」選項的公司。 在此情況下，多名員工可共用同一個更表，而使用者可在個別員工的考勤記錄中修改班次。換言之，員工的班次將以考勤記錄為準，而非更表。停用此選項後，使用者將無法修改個別考勤記錄的班次代碼，員工的班次資料則一律取自更表。 詳情請參閱什麼是考勤模組設定中的「允許修改個別考勤記錄的班次代碼」？

• 在考勤記錄中顯示狀態欄: 啟用此選項後，考勤記錄中將顯示考勤狀態欄。

• 在考勤記錄中顯示假期備註欄: 啟用此選項後，考勤記錄中將顯示相關假期記錄的備註。

• 當薪資記錄未受保護時鎖定相關考勤記錄: 啟用此選項後，若某個薪資計算期間已產生薪資記錄，但該等記錄仍未受保護，使用者將無法新增、修改或刪除該期間內的考勤記錄。此功能可防止使用者意外更改考勤記錄，影響已計算的薪資結果。如需更改考勤記錄，使用者必須先刪除相關的未受保護薪資記錄。

• 考勤記錄保留年數: 設定保留年數後，系統會自動刪除超過保留期限的考勤記錄。例如，若設定保留七年，系統便會刪除超過七年的記錄，以節省資料庫儲存空間並提升效能。

Payroll Integration

• Using Attendance Data for Daily/Hourly Rate Employee Payroll: When turned off, the number of days or hours in the payroll record will not be read from Attendance records, but leave them as zero. This option has no effect if Pay daily rate employees according to work schedule or Pay hourly rate employees according to work schedule (in Payroll Module Setup, Payroll tab) is turned on.

• Treat Absent as No Pay Leave Deduction for Monthly Paid Employees: When checked, the No Pay Leave Deduction for Payroll will automatically be calculated based on the Absent Status of the Attendance Records. (See How to Determine No Pay Leave Deduction?)

• Treat Absent as No Pay Leave Deduction for Daily/Hourly Paid Employees: When checked, the No Pay Leave Deduction for Payroll will automatically be calculated based on the Absent Status of the Attendance Records. (See How to Determine No Pay Leave Deduction?) This option is only good for Pay daily rate employees according to work schedule, or Pay hourly rate employees according to work schedule (in Payroll Module Setup, Payroll tab) is turned on.

• OT Pay Calculation based on Attendance Records: The options are

  1. No - Do not use Attendance Data for OT Pay Calculation. This is the option for OT Pay required Overtime Compensation Application workflow.

  2. Yes. Pay at Month-End Payroll Batch - When checked, the OT Pay for Month-End Payroll will automatically be accumulated based on OT minutes in Attendance Records within the same period.

  3. Yes. Pay at Mid-Month Payroll Batch - When checked, the OT Pay for Mid-Month Payroll will automatically be accumulated based on OT minutes in Attendance Records within the same period.

  4. Yes. Pay at Both Mid-Month and Month-End Payroll Batch- When checked, the OT Pay will be automatically accumulated for both the Mid-Month and Month-End Payroll based on OT minutes in Attendance Records within the same period.

薪資整合

• 使用考勤資料計算日薪／時薪員工的薪資: 停用此選項後，系統不會從考勤記錄讀取薪資記錄中的工作日數或時數，而會將其保留為零。若已在薪資模組設定的「薪資」分頁中啟用「按工作時間表計算日薪員工薪資」或「按工作時間表計算時薪員工薪資」，此選項將不會產生作用。

• 將月薪員工的缺勤視為無薪假扣款: 勾選此選項後，系統會根據考勤記錄中的「缺勤」狀態，自動計算薪資中的無薪假扣款。詳情請參閱如何釐定無薪假扣款？

• 將日薪／時薪員工的缺勤視為無薪假扣款: 勾選此選項後，系統會根據考勤記錄中的「缺勤」狀態，自動計算薪資中的無薪假扣款。此選項只適用於已在薪資模組設定的「薪資」分頁中啟用「按工作時間表計算日薪員工薪資」或「按工作時間表計算時薪員工薪資」的情況。詳情請參閱如何釐定無薪假扣款？

• 根據考勤記錄計算加班薪資: 可選擇以下設定：

  1. 否 — 不使用考勤資料計算加班薪資。此選項適用於需要透過加班補償申請流程處理加班薪資的情況。

  2. 是，於月底薪資批次支付 — 選擇此選項後，系統會根據同一薪資期間內考勤記錄的加班分鐘數，自動累計加班薪資，並於月底薪資批次支付。

  3. 是，於月中薪資批次支付 — 選擇此選項後，系統會根據同一薪資期間內考勤記錄的加班分鐘數，自動累計加班薪資，並於月中薪資批次支付。

  4. 是，於月中及月底薪資批次支付 — 選擇此選項後，系統會分別根據月中及月底薪資批次所屬期間內考勤記錄的加班分鐘數，自動累計加班薪資，並於相應的薪資批次支付。

Time Correction Request Approval

• Time Correction Request Approval Action is final: If unchecked and the Approval Workflow is by Level, the approval action in the Time Correction Request will be by Level according to the workflow status of the requests. Otherwise, the approval action is final for the Time Correction Request. (i.e. will approve or reject the request immediately). 

• Disable Email Notification for Time Correction Request: If turned on, no email notification will be sent out when approving or rejecting the requests in the Time Correction Request Approval.  

• Allow Mass Approval: If it is turned on, Mass Approval is available in the Time Correction Request Approval. 

• Maximum Number of past periods to display in Time Correction Request: It controls how many past periods to load the Time Correction Requests. If you have a large volume of Time Correction Requests, limiting the period can improve the loading performance of the Requests.  

打卡時間修正申請審批

• 將打卡時間修正申請的審批操作視為最終決定: 若未勾選此選項，且審批流程設定為按層級審批，系統會根據申請目前的流程狀態，逐級處理審批操作。否則，審批操作將視為最終決定，即立即批准或拒絕該申請。

• 停用打卡時間修正申請的電郵通知: 啟用此選項後，在打卡時間修正申請審批中批准或拒絕申請時，系統將不會發送電郵通知。

• 允許批量審批: 啟用此選項後，使用者可在打卡時間修正申請審批中使用批量審批功能。

• 打卡時間修正申請顯示的過往期間數目上限: 此設定用於限制載入及顯示打卡時間修正申請的過往期間數目。若申請數量較多，限制載入的期間數目有助於提升申請清單的載入效能。

Other Settings

• Enable Attendance Data for Minimum Wage Calculation: When turned on, HRPro sums the Worked Hours in that Payroll Period of the employee from the attendance records to calculate the Minimum Wage. If Enable Attendance Data for Minimum Wage Calculation is turned off, HRPro sums the Worked Hours from the payroll record to calculate the Minimum Wage. See How HRPro Supports Minimum Wage Ordinance?

• Attendance Update for unposted payroll periods only: When checked, only the Attendance Records that are not within the periods of the posted payroll batches are allowed to perform the Attendance Update.

其他設定

• 使用考勤資料計算最低工資: 啟用此選項後，HRPro 會從員工的考勤記錄中加總該薪資期間內的實際工作時數，以計算最低工資。停用此選項後，HRPro 則會加總薪資記錄中的工作時數，以計算最低工資。詳情請參閱HRPro 如何支援《最低工資條例》？

• 僅允許更新未過帳薪資期間的考勤記錄: 勾選此選項後，只有不屬於任何已過帳薪資批次期間的考勤記錄，才可執行考勤更新。

Attendance Period is the period to cover when calculating OT and Late Deduction as well as the Worked Hours for that payroll period.

考勤期間是指計算某個薪資期間的加班薪資、遲到扣款及工作時數時，所涵蓋的考勤記錄期間。

When the offset is defined,  the Attendance Period is X days of the normal calendar period. E.g., if the offset is -10, the end date of the Attendance Period is 10 days before the normal calendar month's end. 

The Attendance Period can change only when there are no Attendance Records exists. 

You can also define Attendance Periods in Global Working Hours and Roster Table if you wish to have multiple Attendance Periods per company. 

設定偏移天數後，考勤期間會相對於正常曆月期間偏移指定的天數。例如，若偏移天數設為 -10，考勤期間的結束日期便會比正常曆月的月底提前 10 天。

只有在系統中尚未有任何考勤記錄時，才可更改考勤期間。

如需在同一家公司內使用多個考勤期間，您亦可在全域工作時間及更表中設定考勤期間。