Shift Management - domain knowledge requested

hereabdulla · January 7, 2019, 7:44am

Dear Community,

We are trying to develop Time Management Solution in ERPNext,for that we need complete domain knowledge on Shift Management,if anybody can share the domain expertise,it will be heavily useful to integrate time Management in ERPNext.

Thanks and Regards,
@hereabdulla
abdulla.pi@voltechgroup.com
+91 8939837002

root13F · January 7, 2019, 7:48am

Are you trying to do something different than this one ?

https://erpnext.org/docs/user/manual/en/human-resources/shift-management

hereabdulla · January 7, 2019, 8:32am

@root13F yes exactly but still is missing many things in time management…for Instance. Break Time,Grace Time,First Half Status,Second Half Status,etc.

Regards,
@hereabdulla

adityaduggal · January 7, 2019, 10:54am

You can check my customizations in shift type doctype, which are basically used for validations in the attendance for time based attendance.

github.com

adityaduggal/rigpl-erpnext/blob/master/rigpl_erpnext/rigpl_erpnext/custom/shift_type.json

{
 "custom_fields": [
  {
   "_assign": null,
   "_comments": null,
   "_liked_by": null,
   "_user_tags": null,
   "allow_on_submit": 0,
   "bold": 0,
   "collapsible": 0,
   "collapsible_depends_on": null,
   "columns": 0,
   "creation": "2018-11-19 14:18:57.388210",
   "default": null,
   "depends_on": null,
   "description": null,
   "docstatus": 0,
   "dt": "Shift Type",
   "fetch_from": null,
   "fieldname": "old_shift_name",

This file has been truncated. show original

hereabdulla · January 8, 2019, 1:06pm

sure @adityaduggal thanks for sharing.

Regards,
@hereabdulla

Muzzy · January 8, 2019, 4:23pm

Tagging @fkardame as he understands shift managent in ZK Teco Web server. He would be able to assist you.

fkardame · January 8, 2019, 5:20pm

There are many things to look into.
Like the following:

Timetable
Shift
Schedule

Timetable consist of

Check In Start Time
Check In Time
Check In End Time
Check Out Start Time
Check Out Time
Check Out End Time
Late Arrival Grace time
Early Exit Grace Time.

Start and end time here is the window in which, if the employee punch between this window the system will automatically understand if it is Check in or Check Out. Only if the given shift is assigned to that employee.

Shift consist of the the Days of the week and the timetables assigned to these days.
1 Day can have multiple time tables but cannot have any overlapping one.

Schedule Consist of Employee and the shifts.
Shifts will be assigned to the employee from Start date till End date.

If you need more details you can access the demo server online.
Link: http://80.227.52.78:8080
Login: admin
Password: admin

Hope this helps.

LifeP · January 9, 2019, 7:45am

This is definitely seems like a core requirement.

@hereabdulla Let’s work together to add/build upon this by @creamdory ? -

github.com/frappe/erpnext

Human Resource Enhancement in Attendance, Shift and Salary Slip

opened 05:29AM - 08 Aug 18 UTC

closed 09:23PM - 24 Feb 22 UTC

creamdory

human-resources feature-request inactive

See discussion here https://discuss.erpnext.com/t/hardware-employee-time-track…ing-with-rfid-chips/39166 - [ ] Set `Shift Type`, and set `Shift Request` to each of the Employees to cater different shifts for a duration of time. - [ ] Create new Doctype called `Employee Checkin` (Submittable) and child table `Employee Checkin Item` Fields will be: - [Parent Doctype] Employee : Link to Employee (Mandatory) - [Parent Doctype] Date : Checkin Date (Mandatory) - [Parent Doctype] Location - [Parent Doctype] Items : Table (Employee Checkin Items) - [Parent Doctype] In-time (Auto fill for the first Check In - [Parent Doctype] Out-time (Auto fill. Auto updated every after there is checkout.) - [Child Doctype] Check In Time - [Child Doctype] Check Out Time - [Child Doctype] Duration Logic: When Employee Checkin is Submitted, it will create attendance and updates the `Shift Assignment` into "present". There will be validation thrown for in-time and out-time outside of the `Shift Request` setup of an employee. Note: Validation should not be mandatory and must be optional. Need to be Company level as well. So we can add "Allow Employee Check In outside Shift" in Company. - [ ] In Company Doctype, add section `HR Settings`. Within the section add field “Salary Slip Based On” with select options “Timesheet” and “Attendance Log”. Max working hours against Timesheet from HR Settings will be transferred here and will show only for “Timesheet”. - [ ] In Salary Structure, add checkbox “Salary Slip Based on Attendance Log”. We can have this auto populated based on Company. - [ ] Add new Doctype Attendance Log Validate. It will have the fields below: - Employee Link - Date From - Date To - Table which will be autopopulated with all the attendance logs base on the date duration. HR Manager will be allowed to edit this for Salary Slip purposes. This will be the information pulled in the Salary Slip for payment. - [ ] Edit script for these changes.

@fkardame 1. Is the app in the link connected with ERPNext?
2. How are night shifts (eg. starting 10pm to morning 6am) accounted for?

hereabdulla · January 9, 2019, 2:33pm

@LifeP sure we can do

adityaduggal · January 22, 2019, 1:59pm

@hereabdulla

Please note that the Shift doctype is removed since we already have Shift Details doctype in the ERPNext now. Also the roster is removed as we have Shift Assignment in ERPNext.

Check my customizations for these two docs in my repo. Let me know if you have any queries since my things are working perfectly without the two custom doctypes

fkardame · January 27, 2019, 8:46pm

No there is no link between zkteco biotime and erpnext.

If the shift is predefined then it will follow the time table n doesn’t matter if it is over night or not
And in case using flexible method then a cut off time needs to be assigned to each flexible shift.

EDIT :
I have recently written a script in ms sql to take raw data from the device into ms dynamics so i was thinking that we can pull the raw logs directly from the device free software and it’s mssql db

And let the erp hr scheduling do the shift, hours calculation.
what we were fetching from raw log see the following columns

Userid (numerical)
Department name
Checktime (punch date time)
Check type (in or out) this is done by user before registering their punch.
Device sn
Device IP

from the above we just need userifd, check time and check type to enter in erp timesheet or attendance data

Lets work on this. I am very much interested in this, as last year we made an excel macro for the and software and turn the output of timeattendance report into erpnext input directly to timesheet and using this timesheet payroll was done with formula in salary against working hours

stein · April 1, 2024, 4:48pm

can you help me with shift management