Attendance Type

1Purpose #

• Defines ONE countable payroll item — a day of attendance, an hour of overtime, a leave day, a produced piece, a trip — with its unit and whether it adds to or deducts from pay.
• Attendance/leave/production entries record quantities of these types ; pay templates price them; payroll multiplies the two.
• Leave-based types are what the Leave Policy master's Leave Type picker offers; shift rules and site rates also reference types from here.
• Seeded rows marked System (Basic Salary, Days, Weeks) are the backbone of salary calculation — leave them be.

2Your first attendance type, step by step #

Suppose overtime is paid per hour at a fixed standard rate. The page opens in Add mode.

1. Type OverTime into Name . It is required and must be unique across all types.
2. Pick Base Type OverTime — the base type tells payroll what kind of quantity this is (attendance, overtime, leave, production, trips...).
3. Pick Unit Name HRS . Units come from the Unit master — create the unit there first if it is missing.
4. Leave Calculation Type on + so the item adds to pay; a deduction item (absence, unpaid leave) uses - .
5. Leave Primary Group ON. Switch it OFF only to nest this type under another one via Under Group (for grouped reporting).
6. Pick Rate Options : Default takes the rate from the pay template; Formula opens the formula box; Rate Defined Here opens the Standard Rates grid; Manual means the rate is keyed at entry time; Rate From Site-Master reads the work-site rate.
7. If you chose Rate Defined Here , press Add Rate , set the effective date and the rate. With Branch-Wise Rate ON (ERP edition only) each row names its branch; otherwise rows sit on your login branch.
8. Press Save (F5) and confirm. The type and its rates are saved together — if anything is wrong, nothing is half-saved.
9. Now use it: add the type to a pay template, record it in attendance entries, or point a leave policy at it if it is a leave type.

3How to use it #

1. Find (F2) lists every type; pick one to load it with its standard rates.
2. Add (F3) starts a new type with the cursor in Name.
3. Add Rate appends a standard-rate row; Remove marks one for deletion on the next save.
4. Save (F5) commits the type and its rates together in one transaction.

4Field details #

• Name is required and unique — pay templates, batches and policies reference the type by this name. Print Name is what payslips print instead, when set.
• Base Type : Attendance, OverTime, Leave, Production, BasicSalary, Others, Trips or Extra Remunaration — what kind of quantity the type counts.
• Unit Name is the counting unit, from the Unit master (DAY, HRS, NOS, MONTHS...).
• Calculation Type : + adds the item's amount to pay, - deducts it.
• Primary Group / Under Group : a non-primary type nests under another type for grouped reporting; a primary type has no parent (the legacy form disabled Under Group for primaries).
• Rate Options : Default (pay template), Formula, Rate Defined Here (the grid below), Manual, or Rate From Site-Master.
• Formula : -999 divides BasicSalary by the days in the month; -888 divides the template's AssessableValue by the days in the month.
• Deduct From Gratuity — days of this item (unpaid leave, absence) reduce the gratuity calculation.
• Is Fixed Item — added to payroll from the pay-template allocation even with no entry recorded.
• Calculate Qty From In-Time And Out-Time — the entry's quantity is computed from the punched times.
• Standard Rates : one row per branch per effective date; the newest date at or before the payroll period wins. The rate applies when the employee has no pay-template allocation for this type.

5Shortcut keys #

• F2 Find · F3 Add · F4 Modify · F5 Save · Esc Cancel.
• Enter moves to the next field; off the last rate cell it appends a new rate row.
• Keys belong to the focused copy of the page; a dialog's own keys win while it is open.

6Why is a pick-list empty? #

• Unit Name comes from the Unit master, table UNIT . If it is empty, no units exist yet — create DAY, HRS, NOS there first; the database refuses a type whose unit does not exist.
• Under Group lists the types already saved here — it is empty until this master has records, and it only matters when Primary Group is OFF.
• Branch (in the Standard Rates grid) is your user-scoped branch list — the branches assigned to your user for the selected company. If it is empty, your user has no branch allocation; an administrator assigns branches in user management. The Standard Rates area appears with Rate Options = Rate Defined Here ; the Branch-Wise Rate switch and the Branch column are ERP edition only.
• Base Type , Calculation Type and Rate Options are fixed lists and are never empty.

7Rules and integrity #

• Unique name. The type name carries its own unique index, so it is checked before saving and again on the server.
• Name, Base Type, Unit Name and Rate Options are required ; Primary Group and Calculation Type default to Y and + .
• A primary group has no parent — switching Primary Group ON clears Under Group, exactly like the legacy form.
• One rate per branch per effective date. The rate table's key is type + branch + date — checked here and on the server with the same message.
• Rates save row by row. Editing a type does not delete and re-insert its rates, so their identities survive an edit; the type and its rates save in one transaction .
• Renames propagate. Pay templates, paybill batches, leave policies and product mappings follow a rename automatically; ID-based references (entries, requests, shift rules, site rates) never notice it.
• Deletes are guarded. Deleting a type removes its standard rates with it, but the database refuses the delete while templates, entries, policies, requests or any other referencer still has rows.
• Without the ERP licence the branch-rate area stays hidden and a save leaves any stored rate rows exactly as they are.