Batch Process Resetting Attendance to Default Schedule Settings

Modified on Tue, 31 Mar at 12:38 PM

This guide explains how to reset attendance records to follow the schedule settings.

This process is usually run when there are changes made to a schedule’s settings, such as shift rotation, exception settings, added or removed holidays, overtime rules, or clocking methods, and you want to update those changes in the attendance records.

Quick Links

Why are the latest changes not reflected?
Step 1

Note: Batch process is needed when you want to change backdated data or future dates but the attendance has been edited before.

Why are the latest changes not reflected?
It is important to note that when the record is at "Pending" status, changes to settings, such as holiday or schedule settings, will not be automatically reflected in the attendance.

To ensure that attendance records with a "Pending" status are updated correctly, please perform the Batch Process and select the third option: "Reset shifts back to schedule defaults." Refer to Step 1.

For future attendance records, it typically displays a status of "N/A", indicating that the record has not yet been created in the database. Future attendance records are generated by the system only on the actual date of attendance.

There are certain actions can trigger the system to create attendance records in advance, changing the status from "N/A" to "Pending". These actions include:

Refreshing the attendance records
Assigning a shift (either from the Attendance page or the Duty Roster)
Submitting a leave or overtime request for the specific date

Once any of the above activities occur, the attendance record is generated ahead of time, and the system reflects the updated status "Pending" accordingly.

In short, you need to do a batch process when the attendance records are in "Pending" status in Individual Attendance.

**To affect the "locked" shifts, you need to unlock first, refer to Unlock Shift in Individual Attendance or Lock Attendance by Batch Lock Shift.

Step 1

On the left menu, go to Attendance (a) > Batch (b) > Batch Process (c).

Step 2

Select the date range for which you want to reset the attendance.

There are three options available, and each will produce a different outcome. Choose the correct option based on your desired result.

For this process, tick Reset shifts back to schedule default.

a. Reset clock data

Restores and rearranges the original clock data before any changes made.

b. Reset existing shift in duty roster back to latest shift setting default

Updates attendance to the latest schedule settings without changing Duty Roster shifts.

c. Reset shifts back to schedule defaults:

Updates attendance and resets Duty Roster shifts to the original shift based on schedule settings.

Note: If you select this option, all shifts assigned through the Duty Roster will be cleared and reverted to the default schedule settings. Do not choose this option if you do not intend to remove shifts assigned by the Duty Roster.

Then, select the shifts you want to reset and click Continue.

Step 3

Select the employees whose attendance you want to reset using one of the following methods.

Once you have finalized your selections, click Next.

The system will then reset the attendance according to the schedule settings.

**You may double-check the changes in individual attendance.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.

Batch Process Resetting Attendance to Default Schedule Settings

Why are the latest changes not reflected? It is important to note that when the record is at "Pending" status, changes to settings, such as holiday or schedule settings, will not be automatically reflected in the attendance.

Step 1

Why are the latest changes not reflected?
It is important to note that when the record is at "Pending" status, changes to settings, such as holiday or schedule settings, will not be automatically reflected in the attendance.