Settings

This feature is available after applying for WORKS Attendance.

You can enable or disable various sub-menus under the Attendance service, manage the clock-in/out button names, and set the search scope and permissions for viewing absence status. You can also import annual leave history from an external solution that the company was using before WORKS Attendance.

Set Attendance

You can set whether to use work plan, require sharing absence status, and promote use of annual leaves.

The Set Attendance page is laid out as follows.

 

Area Description
① Work plan status Select whether to use work plan

  • Available Request Period: It is displayed when using a work plan
② Available Request Period It is displayed when the Work Plan Usage Status is selected as Use

  • While it is ideal to request work plan before the base date (before conducting work), if it was not possible to apply before the base date, there is the option to apply after the base date
  • Base date - Same day: You can determine the specific time (hours and minutes) to fill out the work plan request form
  • Base date - Not on same day: You can fill out the work plan request form 3, 7, or 10 days after the base date, or until closing
  • You can't fill out the work results if you fail to fill out the work plan within the available request period
③ Absence Schedule Sharing Settings Set the requirement status of each sharing items of the absence schedule form

  • Absence Hours:
    • Select as Required: If selected, it is required to enter the time for half-day and hourly absence schedules
  • Calendar Registration: You can select whether calendar registration is required
    • Select as Required: If selected, calendar registration in the absence schedule request page is displayed as Register and can't change, If not selected, a requestor of the absence schedule can directly select whether to register the calendar
    • Automatically Select Default Calendar: Automatically registers to the default calendar in the Calendar solution
    • Manually Select Personal Calendar: Manually select and register a personal calendar
  • Absence Message:
    • Select as Required: If selected, an absence message must be entered in the absence schedule request page
④ Provide Annual Leave Details Set whether to expose the number of annual leave days for each detailed annual leave items in the user

  • If Provide details is selected, total annual leave, remaining annual leave, period of use, and the number of days for each detailed items of annual leave are displayed at the top of ‘My Work > Manage Attendance > My Absence Schedule’ (annual leave per year, annual leave under a year, carryover annual leave under a year, number of carryover days, adjusted annual leave)
  • If Provide briefly is selected, total annual leave, remaining annual leave, and period of use are displayed in ‘My Work > Manage Attendance > My Absence Schedule’
⑤ Apply Annual Leave Promotion Policy Set whether to apply the annual leave promotion policy

  • If Use is selected, the ‘Attendance > Absence > Manage Annual Leave Promotion Targets’ menu is displayed, and you can manage the annual leave use urge period based on the annual leave end date. The annual leave usage plan form is displayed in ‘Approval Home > Create Document’
  • When applying the annual leave promotion policy, it is recommended to change the annual leave carryover status to ‘Carryover not used’ in ‘Attendance > Absence > Manage Annual Leave Standards’ (See Manage Annual Leave Standards)
⑥ Cancel Delete the setting, and refresh and open the previous page before making changes
⑦ Save It saves the settings
The promotion policy for the use of annual leave is a policy introduced to promote use of paid annual leave, which is the right of employees. It is a policy that promotes the use of annual leaves by notifying the remaining annual leaves to employees before the use period of paid annual leave expires.

Manage Clock-in/out Button Name

You can set the name of clock-in/out button.

Manage Clock-in/out Button Name page is laid out as follows.

Area Description
① Clock-in/out Button Set up names for buttons that signify the start and the end of work

  • ON: Select a name for the button for checking the start of work
  • OFF: Select a name for the button for checking the end of work
② Cancel Delete the setting, and refresh and open the previous page before making changes
③ Save It saves the settings

Absence Status View Settings

The viewing permission and scope can be set to view the absence status of the entire company or user’s organization (including concurrent positions).

The Absence Status View Settings page is laid out as follows.

Area Description
① Grant Viewing Permission Set the target and scope to view the absence status

  • Target: Select from the department head, department, and employee
  • Viewing Scope: Select from all departments, my department, and a department where I am the head
② Delete Delete the set viewing permission details
③ Cancel Delete the setting, and refresh and open the previous page before making changes
④ Save It saves the settings

The following describes how to set the viewing permission of the absence status.

  1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Attendance’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click 'Settings > Absence Status View Settings' from the menu.
  4. Click ‘Grant Viewing Permission’.
    • Target: Select the targets to grant the viewing permissions from the target items. When using as a corporate group, the primary company is the base.
      For the target granted the viewing permission, the ‘My Work > Manage Attendance > Absence Status’ menu is displayed.
      • All Employees: all employees of our company (members registered in ‘HR > Member > Manage Employee’, not including employees with concurrent positions belonging to the corporate group)
      • Department Head: a department head of our company (including concurrent department head, not including employees with concurrent positions belonging to the corporate group)
      • Department: members of the selected department of our company (including suborganizations and concurrent departments, not including employees with concurrent positions belonging to the corporate group)
      • Employee: selected employees of our company (members registered in ‘HR > Member > Manage Employee’)
    • Viewing Scope: Select a viewing scope.
      • All Departments: all departments of our company (including employees having concurrent positions belonging to the corporate group)
      • My Department: my department of our company (including suborganizations and concurrent departments, including employees with concurrent positions belonging to the corporate group)
      • Managing Department: an item displayed when the viewing target is the department head, a department of our company in which I am the department head including concurrent departments (including employees with concurrent positions belonging to the corporate group)
    • Delete: You can delete the set viewing permissions by clicking it.
  5. Click ‘Save’.
  • Viewing permission allows the target to see the status of the largest scope granted to the same target.
  • When using as a corporate group, the viewing target is designated by the primary company and the viewing scope is applied to each company based on the primary company. The absence status search settings can be applied simultaneously to the primary company and the concurrent company for employees who are appointed to a concurrent position in another company.

Import Data

You can import annual leave information from another service. The uploaded history is reflected to remaining number of leaves for the employee.

If annual leave history is imported in the middle of the year, then the remaining leave days for each employee will be reflected so that remaining leaves days can be managed.

To import data, proceed with the following procedure, in that order.

  1. Annual Leave Standard Management Settings
  2. Import Data

1. Annual Leave Standard Management Settings

Set the annual leave accrual standard and the number of annual leave days by years of service before registering the annual leave information by employee.
For more information about setting Annual Leave Standard, see Manage Annual Leave Method.

2. Import Data

Upload Number of Annual Leave Days

You can transfer the number of used annual leaves and adjustments for the current year. The uploaded annual leave history is reflected to the remaining number of leaves for the employee.

The following describes how to import the number of annual leave days data.

  1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Attendance’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Settings > Import Data’ from the menu.
  4. To upload the history of annual leaves used this year, click ‘Upload’ from Step 2 in the Import Data page to download the template file.
    • The sample file is downloaded as an Excel file.
    • See ‘Upload Past Absence History’ in Step 3 for information on how to upload absence history used in the past.
  5. Create the annual leave information by referring to the template file and save it.
  6. Click ‘Upload’ in Step 2, select the annual leave information file, and then click ‘Open’.
  7. Check the uploaded annual leave information and the processing status in the Bulk Add Annual Leave Information list.
    • When the upload fails, you can check the reason for the failure. Resolve the reason for failure, and then click ‘Retry Uploading’ to upload again.
    • Click in the upload history list to view the upload history by date.
  8. Once registered, you can check the employee’s annual leave information for the current year in the ‘Attendance Service > Attendance Status > View/Edit Annual Leave’ menu.

Upload Past Absence History

You can transfer the absence history used before the current year. The uploaded history is applied to the absence schedule status.

  1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Attendance’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Settings > Import Data’ from the menu.
  4. In the Import Data page, download the template file by clicking ‘Upload’ of Step 3.
    • The sample file is downloaded as an Excel file.
  5. Create the absence information by referring to the template file and save it.
  6. Click ‘Upload’ of Step 3, select the absence information file, and then click ‘Open’.
  7. Check the uploaded absence information and the processing status in the Bulk Add Absence Information list.
    • When the upload fails, you can check the reason for the failure. When the upload fails, you can check the reason for the failure. Resolve the reason for failure, and then click ‘Retry Uploading’ to upload again.
    • Click the in the upload history list to view the upload history by date.
  8. Once the registration is complete, the uploaded absence information is reflected in ‘My Work > Manage Attendance > My Absence Schedule’ and ‘Attendance > Attendance Status > Absence Schedule Status’.
    • When you upload the current year's annual leave history, it is reflected in used annual leaves.
    • When uploading family event or business trip history, it won't be provided to ‘Family Event Request History’ or ‘Business Trip Request History’ (information such as family event type or business trip destination is not received).
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