User Management

Profile
How can a user view his own profile ?

Click on the account name and then go to view profile there the user can view his/her own profile and can even modify it if they want.

How to upload a profile image ?

Click on account name and then click on view profile. Browse the image you want to upload and then upload it.

How to change the password of the software ?

Click on account name and then click on change password. Enter the old password and set the new password. A OTP will be sent to your number for confirmation and then password will get changed.

How to log out from the software ?

ESS stands for Employee Self Service. It allows employees to access the software and make changes to their information in a secure way. The employee can apply for leave directly using ESS feature and acna also view the leave history.

ESS
What is ESS ?

ESS stands for Employee Self Service. It allows employees to access the software and make changes to their information in a secure way. The employee can apply for leave directly using ESS feature and acna also view the leave history.

Dashboard
What is a Dashboard ?

Dashboard is feature in AMS helpful for viewing the statistical data of the employees working in a company.Much like the dashboard of a car, data dashboards organize, store, and display important information from multiple data sources into one, easy-to-access place.

In Dashboard, whtat is Attendance statistics ?

This shows total no of employees out of which how many are present and how many are absent.

In Dashboard, what does Present details indicate ?

This shows how many total number of employees are present with number of employees who are working indoor and how many are working outdoor. It also shows number of employees who are late.

In Dashboard, what does Absent details indicate ?

This shows total number of employees who are absent as well as how many are on leave.

In Dashboard, whtat is Device status ?

This shows the status of the installed machines, approved machines, connected once and online

In Dashboard, whtat is Current Month Trend ?

This shows the graphical representation of the present and absent employees.

In Dashboard, whtat does holiday column indicates ?

This feature will help you view the complete holiday chart of the year.

In Dashboard, what does Late Comers column indicate ?

The top 5 late comers of every day, every week are displayed over here

In Dashboard, whtat does Birthday list indicate ?

This shows the birthday employee name on the list on that current day

Masters
What is Master ?

This option is used for creating and updating all the information regarding the employees.

Address
How to add address ?

Go to masters and then go to address. There you can create country, state, city and zone.

How to create Country ?

Click on masters then go to address and then go to Country. Click on Add New and then enter the country.

How to create State ?

Click on masters then go to address and then go to State. Click on Add New, select the country and then add state.

How to create City ?

Click on masters then go to address and then go to City. Click on Add New, select the state and then add City.

How to create Zone ?

Click on masters then go to address and then go to Zone. Click on add zoned and then enter the zone.

User Management
What do you mean by User Management ?

Using this option user can make different roles and can provide limited permissions to the roles as per required.

How to create a role ?

Go to Masters, click on user managemant and then go to role. Click on add new role and then add the entry.

How to provide role permission ?

Go to Masters, click on user managemant and then go to role permission. Select the role to whom to want to assign the permission and then select the options.

Organization
What is Organization ?

Here, the user can add his/her company details including the nature of the company and also the branch details.

What do you mean by Compnay Nature ?

It refers to the type or general category of business or commerce you are describing. For example, if you are at McDonald's, the nature of the business is food services.

How to create Compnay ?

Click on Masters then go to organisation click on company and then click on add new. There you can add on the details of your company.

How to create Branch ?

Click on Masters then go to organization and then go to branch. Here you can the branch address.

General
How to add Designation?

Go to Masters then go to general and click on Designation. Click on add new and then add the designation you want to create.

How to add Departmant?

Go to Masters then go to general and click on Department. Click on add new and then add the department you want to create.

What do you mean by Employee type?

Here we can define whether employee is of full time or half time and we can assign according to requirement.

What is Grade?

Grade is basically used to categorize the employees accrding to their salary scale.

How to create Public Holiday?

Go to Masters, click on general and then click on public holiday. Here you can click on add new and then create holidays.

What do you mean by Employee Status?

It refers to the status of the employees whether they are still working with tge company or are resigned. So for making such categories you can create it here in Employee status.

How to create Leave Type?

Go to Masters,click on general and then go to leave type. Here you can add new leave types whichever are there in your organization.

How to create Marital status?

Go to Masters, click on general and then go to Marital status. Here the basic two staus i.e.; married and unmarried are already defined. For further classification you can add here.

How to create Poilcy Category?

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How to add Bank Details?

Go to Masters,then click on general and then go to Bank option. Here the bank details are added through thre payment is made while purchasing an AMS account.

How to add Bank branch?

Go to Masters,then click on general and then go to Bank option, there the user can find branch option. You can add the branch of the bank as well.

Advance
What is Notice Board and how to update any information in it?

Notice Board is used for sharing the information on the server itself. It can be updated by going to ESS option.

What is Late category?

Different category of time can be created and then later in the report we can analyze that how much late are the employees from there shift time and in which category they lie.

What do you mean by Policies?

Any organization who purchases AMS can put their company policy in the policies option.

How to re-initialize the application?

Go to Masters, click on advance and then go to App Re-Initialize. Here just by clicking on re-initialize the complete software will get refreshed and new as earlier that means all the data in the software will get erased.

Employee Management
Employee Management?

Here you can add employee data, add outdoor attendance, assign leave, request for comp Off and week off to the employees. Also, you can send E-mail, SMS, check leave balance.

Employee
How to add Employees?

Go to employee management and click on employee. Here you can add information of your employee, can upload his/her image, can send them information to view their performance. Also, one can import and export the complete data of the employees.

How to assign admin rights to employee?

Click on Employee, below the employee details there is an option to enable if you want to make that employee device admin or not. Enable that option.

What settings have to be done for marking attendance from mobile and getting attendance on AMS?

For marking attendance and getting attendance image on AMS, you need to enable the mobile settings options in employee details section.

How to add multiple employees all together?

Just go to employee management, click on employee. Here you will find an option to download sample report. Download it and then import it back there only.

Can you assign a reporting manager to an employee?

Yes you can assign a reporting manager to an employee. Go to employee details and assign the reporting manager.

How to provide access to the other employees by not sharing the admin password?

Go to employee management, click on employee. Here there is an option to send user information. User Id is provided on the e-mail and contact number shared and the password can be set by the user itself, through which user can login the AMS but with the rights that admin has provided.

WeekOff
How to create week off and how to assign it?

Go to employee management and then click on week off. Here you can add new week off. Week off can be assigned to the employees either manually or just by keeping it on auto. In case of auto, Select the no. of years you want the same week off list to continue and then further select days either all or optional. In case of manual, random days can be selected from the calendar.

Leave Assign
How to assign Leave?

Go to employee management and then click on Leave assign. Click on add new and select the employee and the type of leave you want to assign.

Outdoor Attendance
What do you mean by Outdoor Attendance and how to assign it?

When an employee is not able to mark his attendance on his own an outdoor attendance can be marked i.e.; a manual entry can be made. This option is useful in case when an employee is out for some official work and cannot come to office for marking attendance. Go to employee management and click on outdoor attendance and then click on add new. Here choose the employee, date, device and time and enter the remarks.

HOD attendance
How to manually add HOD attendance?

To manually add HOD attendance, click on employee management and then click on HOD attendace.

CompOff Request
What do you mean by CompOff?

Compensatory Off is a time off that is granted to a worker as compensation for working overtime. Compensatory leave off is taken as a leave, for working extra on a working day; weekly off and a holiday

Send Email
How to send an E-mail?

Go to Employee management option and then click on send Email. Here few pre-defined memes are created so directly by choosing a pre-defined meme an e-mail can be sent to the employee from here only. Else if you want to create your own meme it can also be done.

Send SMS
How to send a SMS?

Go to Employee management option and click on advance and then click on send SMS. This service can be used for sending SMS to the employees regarding any of the activity of the company or the employee itself.

Leave Balance
How to set leave balance for separate employees?

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Employee CTC
How to add Empoyee CTC and what is its use?

Go to Employee management and click on Employee CTC.

Shift Management
What do you mean by Shift Management?

For creating shifts, assigning them and creating shift groups shift management plays an important role.

Shift Master
What is Shift Master ?

In shift master, we can make the shift according to the requirement of user. We can make multiple shifts also, while making shift we can mention shift name, shift timings, break time, begin (in and out) clock minutes, end (in and out) clock minutes and Night shift.

How to create shift master?

For creating shift, go to Shift Management and then go to shift master.

Shift Group
What is Shift group and from where to create it?

In this option we can add multiple shifts and can assign an employee to same shift group then after we can assign shift to all employees. For creating shift group click on shift management and then go to shit group.

Shift Assign
How to assign shift?

This is very important feature as we can assign shift to the employees by selecting category or department or designation of the employee. Here we must mention the date also that is from which date and up to when we want to assign the shift, this is the most important aspect of this option as without specifying these dates we will not be able to see proper attendance report. We can select the single shift or can select shift group and can select auto shift option if assigning multiple shifts.

Device Management
What do you mean by Device Management?

This module allows you to work with attendance and barometric devices. You can add a new device, upload the data to and download from the device.

Device
How to add a device?

Go to Device Management click on device. This option is used for adding device. You can even send commands for specific operation. There are different commands which can be executed from Device management. Commands which can be performed from here are Sync time, Upload and download fingerprint, Upload, download and delete employee, clear all data, clear all user, Clear Admin privileges, clear all logs, get new logs, get all logs, set device Info, get info, reboot device, enable or disable device. Functionality of these options is mentioned below with their images.

Device Connection type
What is Device Connection type?

It is used to set a connection type which the device you are connecting supports.

Model Number
What is model number option used for?

Here you can view the Model number list which are by default added. Else for adding new models as well.

Device Log
What are Device logs and from you can view them?

Go to Device Management and click on device logs. Here you can view the logs that are inside the machines. Once the device is added and is online all the logs inside the machine will be displayed here. Also, you can use auto refresh option by setting a time interval within which the page will get refreshed automatically (time intervals are from 5sec to 30 sec) or else if you want to manual refresh the page just disable the auto refresh option.

Mobile Log
What are Mobile logs and from you can view them?

Go to Device Management and click on mobile logs.In case an employee is out of office for some official work, then he/she can mark their attendance using their mobile app. The logs which are generated will displayed in mobile device logs. Here also you can set a time interval for auto refresh or use set filter option for searching or viewing logs.

Device Req/Res
What is Device Req/Res?

Here you can see the status of the events that are happening. Whether the logs are sent or received, or the username is added.They respond to the commands that we send from the software to the machine. It is kind of a history of the device.

Report
How to generate a final record of all the data?

Using reports feature we will be able to see the organized attendance data of employees. A user can check the report with different report formats which can give the idea to user for checking the employee details in a filtered way.

In how many formats the report can be exported?

The report can be exported in 2 formats i.e.; excel and Pdf.

Calculate
What does calculate option do?

We can calculate the attendance by selecting the date for which user wants to check the attendance data. We can specify the branch, department, designation and employee respectively for calculating the report of specific group or employees also