Preparation
1. Base configuration
2. Preparations
3. Additional Features
1. Base configuration
The Daily Summaries are the absolute basis for almost all features regarding time management and partly also of the absence management. Therefore, it is important that these are available to every employee.
We provide you a solution that automatically creates the daily summaries for all employees every month.
More information about daily summaries, time sheets and time summaries can be found here: Overview - what is what?
The manual on how to configure the automatic creation of daily summaries can be found here: Monthly Rollout of Time Summaries for Employees
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2. Preparations
After completing the base configuration, we recommend doing some preparations.
Most important are:
During the first installation, there is base data delivered for the marked (*) entries
For further details see: Base Data & Settings
It is also essential that the employees' employment terms specify working hours (number of hours) and leave entitlements, and that the terms have the status reason Valid
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3. Additional Features
Mandatory Breaks
If you want mandatory breaks to be automatically calculated your employees' attendances or working hours, you can do so with a small configuration to define the rules.
Detailed instructions can be found here: Configure mandatory breaks.
Integration of a physical time clock
You can use a physical time clock and automatically transfer the so recorded attendances to Dynamics HR Management.
Since there are many factors on which this integration depends, we ask that you contact your Success Manager for more information.