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ERPX Documentation — Your complete guide to the ERPX platform
ModulesHuman ResourcesShift & Attendance

Shift & Attendance

Go to: HR → Shift & Attendance

This area covers work schedules and presence: define shifts, assign them, mark attendance, review check-ins, and log timesheets.

What’s on the tiles

Attendance

TileWhat it does
AttendanceView and manage daily attendance per employee
Mark AttendanceBulk-mark attendance for many employees at once
Employee Check-insView IN/OUT punches (manual / scanner / scheduler)

Shift

TileWhat it does
Shift TypeDefine shift timings and overtime / late rules
Shift AssignmentAssign a shift to one employee for a date range
Bulk Shift AssignmentAssign shifts to many employees at once

Timesheet

TileWhat it does
TimesheetLog project/activity hours with approval

Quick links also include Monthly Attendance Sheet (calendar view) when you have access.


1. Shift Type

Go to: HR → Shift & Attendance → Shift Type

FieldWhat it means
Namee.g. Morning, Night, General
Start / End TimeShift window
Working Hours / BreakExpected work and break minutes
OT / Late / Early tolerancesRules for overtime and punctuality
Auto AttendanceBuild attendance from check-ins when enabled

Status: Draft → Approved → Inactive


2. Shift Assignment

Go to: HR → Shift & Attendance → Shift Assignment

Link an employee to a shift type for a period (Start / End Date). Use Bulk Shift Assignment for many employees.

Status: Draft → Approved → Cancelled


3. Attendance

Go to: HR → Shift & Attendance → Attendance (or Mark Attendance for bulk)

FieldWhat it means
Employee / Date / ShiftWho, when, which shift
StatusPresent / Absent / Half Day / On Leave
Check-in / Check-outTimes
Late / EarlyFlags and times
Leave TypeWhen status is On Leave / Half Day
OT / Short Hours overridesManual adjustments that can affect payroll

If auto attendance is enabled on the shift, Employee Check-ins can create or update attendance. Check-ins here are time punches — not the Lifecycle “Check-ins” questionnaires.


4. Employee Check-ins

Go to: HR → Shift & Attendance → Employee Check-ins

Each row is a punch: employee, timestamp, IN or OUT, and source (manual, QR/barcode, scheduler). Optional device / location fields may appear depending on how you collect punches.

For shop-floor and kiosk attendance, use ERPX Desktop  — a Windows app with badge/QR scanning, dedicated kiosk mode, offline capture, and auto-sync. Punches from the desktop app appear in this list alongside web and manual check-ins.

Download the installer and certificate from texinnova.com/erpx . See the HR overview for a short capability summary.


5. Timesheet

Go to: HR → Shift & Attendance → Timesheet

Record hours against activities (and optionally projects/tasks).

Workflow: Draft → Submitted → Approved / Rejected / Revision


Suggested daily flow

  1. Employees punch IN/OUT (or HR marks attendance)
  2. Review exceptions (late, absent, missing punches)
  3. Approve timesheets if you use them
  4. Run payroll using attendance-sensitive components when configured