Section V: DTR
Change Shift
Overview
- Change shift is used for setup a start date and end date per cut-off and also the user can approve if the employee filed a change shift
- The user file change shift in employee portal it is automatically seen by approver or admin
Change shift List
- Shows all list of Change Shift setup per cut off
- Select Payroll Group
Table Column
- Edit: This has a function to edit the Change Shift
- Delete: This has a function to Delete the Change Shift (Note: You will not be able to delete the Change Shift if it has still a Change Shift lines or the DTR connected is already locked)
- CS No.: This for the Change Shift number (Note: It will automatically generate according to the sequence of the added Change Shift)
- Date: Date of the Change Shift created
- Year: This is for the Year
- Remarks: You can input any remarks
- Prepared By: This is for the name of the login user who prepared the change shift
- Locked: If the change shift is locked you can select it for the DTR
Change Shift Detail
- To Add a new change shift detail, click the Add button that can be seen on the right side of the screen
- Fill all the important fields in Change Shift detail like:
- Select Date Start
- Select Date End
- Input Remarks
- Select Prepared By
- Select Check By
- Select Approved By
(Note: Do not Save and Lock so that this shift code seen in employee portal)
Add Change Shift Manually
- Click Add button to add manually change shift of employee
- Fill all the important fields Shift line like:
- Select Employee
- Select Date
- Select Shift
- Select Branch
- Check Approved
- Input Remarks
- Click Save (Note: You can add multiple date as along as you don’t click the close button)
- Click Close
Import Change Shift
- Click Import Change Shift to import the master file
- Click Template to download the template
- In the Template input Employee ID, Employee Name, ShiftDate, ShiftCode, Shift, Branch and Remarks (Optional)
- Choose file
- Select file
- Click Open
- Click Import button to add in the shift code line
- Change Shift already imported
Change Shift Error Message
- If you import Change Shift with a wrong format an error message will pop-up (Example: Empty field in the Remarks) (Note: do not leave the field empty, should put at least NA in the field)
- Error Message will appear
Approved Change Shift
- Click Edit button to approve the change shift file in Employee portal
- Check the Approved
- Click Save button
- Click Close button
Save/Lock
- Make sure to save/lock so the this record read and compute in system
(Note: Do not Save and Lock unless this cut-off will not yet finish and make sure all file change shifts are approved)
Column Table
- Employee: Name of the Employee
- Date: Date of the applied change shift
- Shift: Name of the shift schedule
- Branch: Employees Branch
- Approved: Check if it is already approved
- Remarks: You can input any remarks
Leave Application
Overview
- Leave Application is used for setup a start date and end date per cut-off and also the user can approve if the employee filed a Leave Application
- The user file Leave in employee portal it is automatically seen by approver or admin
Leave Application List
- Shows all list of Leave Application setup per cut off
- Select Payroll Group
Column Table:
- Edit: This has a function to edit the Leave Application
- Delete: This has a function to Delete the Leave Application (Note: You will not be able to delete the Leave Application if it has still a Leave Application lines or the DTR connected is already locked)
- LA No. This is for the Leave Application number (Note: It will automatically generate according to the sequence of the added Leave Application)
- Date: Date of the Leave Application created
- Year: Year date of the Leave Application
- Remarks: You can input any remarks
- Prepared By: Full Name of the user who created the change shift
- Locked: If the Leave Application is locked you can select it for the DTR
Leave Application Detail
- To Add a new Leave Application detail, click the Add button that can be seen on the right side of the screen
- Fill all the important fields in Leave Application detail like:
- Select Date Start
- Select Date End
- Input Remarks
- Select Prepared By
- Select Check By
- Select Approved By
(Note: Do not Save and Lock so that this shift code seen in employee portal)
Add Leave Application Manually
- Click Add button to add manually leave application of employee
- Fill all the important fields Shift line like:
- Select Employee
- Select Date
- Select Leave Type
- Check the Checkbox of Half Day/ With Pay
- Check Approved
- Input Remarks
- Click Save button
- Click Close button to add in table
Approved Leave Application
- Click Edit button to approve the leave application file in Employee portal
- Check the Approved
- Click Save button
- Click Close button
Save/Lock
- Make sure to save/lock so the this record read and compute in system
(Note: Do not Save and Lock unless this cut-off will not yet finish and make sure all file leaves are approved)
Column Table
- Employee: Name of the Employee
- Date: Date of the applied Leave
- Halfday: Check if it is halfday
- With Pay: Check if it is with pay
- Approved: Check if it is already approved
- Leave Type: Type of leave, Vacation leave or Sick leave
- Remarks: You can input any remarks
Overtime Application
Overview
- Overtime Application is used for setup a start date and end date per cut-off and also the user can approve if the employee filed a Overtime Application
- The user file Overtime in employee portal it is automatically seen by approver or admin
Overtime Application List
- Shows all list of Overtime Application Setup per cut off
- Select Payroll Group
Column Table
- Edit: This has a function to edit the Overtime Application
- Delete: This has a function to delete the Overtime Application (Note: You will not be able to delete the Overtime Application if it has still a Overtime Application lines or the DTR connected is already locked)
- OT No.: This is for Overtime Application number (Note: It will automatically generate according to the sequence of the added Overtime Application)
- Date: Date of the Overtime Application added
- Year: Year Date of the Overtime Application
- Remarks: You can input any remarks
- Prepared By: Full name of the user who created the Overtime Application
- Locked: If the Overtime Application is locked you can select it for the DTR
Overtime Application Detail
- To Add a new Overtime Application detail, click the Add button that can be seen on the right side of the screen
- Fill all the important fields in Overtime Application detail like:
- Select Date Start
- Select Date End
- Input Remarks
- Select Prepared By
- Select Check By
- Select Approved By
Add Overtime Application Manually
- Click Add button to add manually Overtime application of employee
- Fill all the important fields Shift line like:
- Select Employee
- Select Date
- Input OT hours
- Check Approved
- Input Remarks
- Click Save button
- Click Close button to add in table
Approved Overtime Application
- Click Edit button to approve the overtime application file in Employee portal
- Check the Approved
- Click Save button
- Click Close button
Save/Lock
- Make sure to save/lock so the this record read and compute in system
(Note: Do not Save and Lock unless this cut-off will not yet finish and make sure all file overtime are approved)
Column Table
- Employee: Name of the Employee
- Date: Date of the applied Overtime
- OT Hours: Applied Overtime Hours
- Approved: Check if it approved
- Remarks: You can input any remarks
DTR
Overview
- DTR is used for adding a DTR logs, Import DTR logs for employee and also compute the total net pay, Overtime and Additional Allowance
DTR List
- Shows all list of DTR per cut off
- Select Payroll Group
Table Column
- Edit: This has a function to edit the DTR
- Delete: This has a function to Delete the DTR (Note: You will not be able to delete the DTR if it has still a DTR lines or the Payroll connected is already locked)
- DTR No.: This is for the DTR number (Note: It will automatically generate according to the sequence of the added DTR)
- Date: Date of the added DTR
- Year: Year Date of the added DTR
- Date Start: Cut-off date start
- Date End: Cut-off date end
- Remarks: You can add any remarks
- Prepared By: Full Name of the login user who created the DTR
- Locked: If the DTR is locked you can now select it for payroll
DTR Detail
- To Add a new DTR detail, click the Add button that can be seen on the right side of the screen
- Fill all the important fields in DTR detail like:
- Select Date Start cut-off
- Select Date End cut-off
- Select Overtime Code (Choose the code that aligns with the DTR’s cut-off date)
- Select Leave Application Code (Choose the code that aligns with the DTR’s cut-off date)
- Select Change Shift Code (Choose the code that aligns with the DTR’s cut-off date)
- Select Prepared By
- Select Checked By
- Select Approved By
- Input Remarks
- Click Save button to save all selected fields
Import DTR
- Click Import button to import DTR logs for employee
DTR Excel file format (Note: The DTR excel file will be given during configuration phase, It is the setting up of masterfiles)
- Click Import DTR Logs button
- Select DTR excel file
- Click Open to import DTR logs
- Click Post Raw Logs button
- Click Click Post DTR Logs button ( DTR Lines Successfully posted )
- Click Compute button to compute the total net pay
(Note: You will not be able to import the DTR Excel file if the template format is incorrect)
Import DTR Incorrect Format Error Message
- In the Excel file Delete column ID
- Import Excel File
- Error Message will appear if wrong format
Manual Add DTR logs
- Click Add button to add manually DTR logs for employee
- Check the Use Employee’s Default Shift
- Pick the employee
- Click Add button to add in DTR line
- Click Compute button to compute the total net pay
Save/Lock
- Make sure to save/lock so that this record is read and computed in the system and also the DTR code will be viewed in the Payroll module.
Quick Shift
- This feature is use to automatically change their shift that is based on the employees DTR logs, But you need to set it first on the employee 201
- First is the Shift Setup on the employee 201
- Go to Employee 201
- Edit Employee
- Go to Shift tab
- Add Shift
- Save and Lock the employee
- Second is the adding of DTR logs
- Go to DTR
- Add DTR
- Select Date Start
- Select Date End
- Select OT, Leave Application and Change Shift number
- Click Save
- Then you can either use the Import DTR or Manual Add DTR Logs for adding of DTR logs
- Click Quick Shift
- Click Compute
- Click Save and Lock
Table Column
- Edit: This has a function to edit the DTR per line
- Delete: This has a function to Delete the per line
- Branch: Branch of the Employee
- Employee: Name of the Employee
- Date: Date of the logs
- Type: Type if its Regular Working Day, Regular Holiday or Special Holiday
- RD: If it is check it means it’s the employees rest day
- MB: If it is check it means Shift has Multiple Breaks
- Shift: Name of the Shift
- IN1: 1st in
- OUT1: 1st out
- IN2: 2nd in
- OUT2: 2nd out
- OL: If it is check it means On Leave
- HOL: If it is check it means Halfday On Leave
- OB: If it is check it means Official Business
- HOB: If it is check it means Halfday Official Business
- A: If it is check it it means Absent
- HA: If it is check it means Halfday Absent
- Remarks: You can input any remarks
- HRS: Total number of shift’s hours
- OT: Total number of Overtime Hours
- ND: Total number of Night Differential Hours
- LH: Total number of Late Hours
- DP: Employees Daily Pay of that day
- RDP: Employees Rest Day Pay for that day
- PP: Employees Premium Pay for that day (Note: Premium Pay means Special Holiday Pay)
- HP: Employees Holiday Pay for that day (Note: Holiday Pay means Regular Holiday Pay)
- OP: Employees Total Overtime Pay for that day
- COLA: Employees Cost of Leaving Allowance for that day
- AA: Employees Additional Allowance for that day
- LD: Employees Late Deduction for that day
- UD: Employees Undertime Deduction for that day
- AD: Employees Absent Deduction for that day
- NP: Employees Net Pay for that day
Download CSV
- Click the CSV button to download the CSV file
