ERP考勤系統(tǒng)操作手冊

1、目 錄 壹、系統(tǒng)介紹 ················································&

2、#183;·················································&

3、#183;······························5 一、系統(tǒng)目的··················

4、;··················································

5、;··················································

6、;·· 5二、系統(tǒng)特色··············································

7、83;·················································

8、83;······················· 6三、手冊導讀·························&

9、#183;·················································&

10、#183;············································ 7貳、系統(tǒng)流程 一、系統(tǒng)主流程··

11、83;·················································

12、83;·················································

13、83;············· 8二、考勤系統(tǒng)與其它系統(tǒng)之關(guān)聯(lián) ·································

14、3;·················································

15、3;·· 10叁、基本資料建立 一、上線準備············································

16、3;·················································

17、3;························11 肆、考勤基礎(chǔ)設(shè)置 一、考勤項目設(shè)置······················&#

18、183;·················································&#

19、183;····································· 12二、薪資項目設(shè)置··········

20、83;·················································

21、83;················································· 15

22、三、人事資料設(shè)置················································

23、3;·················································

24、3;··········· 20四、電腦卡號建立·····································

25、;··················································

26、;······················· 23五、員工指紋資料建檔 ························

27、83;·················································

28、83;··························· 26伍、假日設(shè)置 一、例假日設(shè)定···················

29、3;·················································

30、3;············································ 28二、人員假日設(shè)置····

31、;··················································

32、;··················································

33、;······ 30三、員工補/特休管理·········································

34、3;·················································

35、3;············· 33陸、員工班別設(shè)置 一、班別代號設(shè)置·································&#

36、183;·················································&#

37、183;·························· 36二、人員班別設(shè)置·····················

38、83;·················································

39、83;······································ 39三、人員調(diào)班作業(yè)·········

40、3;·················································

41、3;·················································

42、3; 421/170柒、員工請假設(shè)置 ···············································

43、;··················································

44、;······················45 一、請假單簽核流程··························

45、;··················································

46、;······························ 45二、請假單登錄作業(yè)··················

47、;··················································

48、;······································ 47三、核準人準假作業(yè)··········

49、;··················································

50、;·············································· 50四、外出假單輸入··

51、··················································

52、··················································

53、········ 52五、員工請假單批次作業(yè) ·······································

54、83;·················································

55、83;········ 54捌、出勤管理 一、電腦刷卡·······································

56、;··················································

57、;····························· 56二、指紋打卡鐘顯示···················

58、;··················································

59、;····································· 58三、考勤刷卡資料轉(zhuǎn)入 ··········

60、83;·················································

61、83;········································· 60四、臨時卡借入/還出······&#

62、183;·················································&#

63、183;················································ 62五、每日出

64、勤登錄·················································

65、83;·················································

66、83;·········· 64玖、未/忘打卡設(shè)置 一、員工未/忘打卡作業(yè)···································

67、83;·················································

68、83;··············· 66拾、出勤計算 一、打卡資料收集·······························

69、83;·················································

70、83;···························· 69二、考勤異常檢核···················

71、3;·················································

72、3;········································ 71三、考勤資料匯總合并 ·······&#

73、183;·················································&#

74、183;············································ 78四、每月實際出勤天數(shù) ···

75、··················································

76、················································· 85五、出

77、勤績效調(diào)整·················································&

78、#183;·················································&

79、#183;·········· 88六、薪資異動輸入·····································&#

80、183;·················································&#

81、183;······················ 90拾壹、加班審核作業(yè) 一、加班審核作業(yè)························

82、;··················································

83、;···································· 92二、加班轉(zhuǎn)補休審核作業(yè) ···········&#

84、183;·················································&#

85、183;···································· 95三、加班申請單 2/170四、補休/特休轉(zhuǎn)薪資作業(yè) ········

86、83;·················································

87、83;·················································

88、83;100拾貳、關(guān)帳控制 ···············································

89、3;·················································

90、3;·······················102 一、關(guān)帳 ·························&

91、#183;·················································&

92、#183;··············································· 102拾叁、假日報表 一

93、、補/特休管理明細表················································&#

94、183;·················································&#

95、183; 104拾肆、班別報表 一、人員班別明細表··············································

96、;··················································

97、;········ 106二、員工班別明細表·······································

98、3;·················································

99、3;·············· 108三、調(diào)班狀況明細表·································

100、83;·················································

101、83;·····················110四、班別使用統(tǒng)計表··························

102、83;·················································

103、83;····························112拾伍、請假單報表 一、員工假單登錄明細表 ·················

104、83;·················································

105、83;·····························115二、員工假單登錄統(tǒng)計表 ··················

106、··················································

107、·····························118三、外出假單明細表···················

108、··················································

109、··································· 121四、外出假單統(tǒng)計表·············

110、;··················································

111、;········································· 123拾陸、出勤報表 一、每日出勤狀況明細表一 ····

112、3;·················································

113、3;····································· 125二、每日出勤狀況明細表二 ··········

114、;··················································

115、;································ 128三、每日出勤狀況明細表三 ···············

116、··················································

117、··························· 131四、每日出勤狀況分析表 ····················&#

118、183;·················································&#

119、183;························· 135五、每月出勤狀況明細表 ·····················

120、3;·················································

121、3;························ 138六、考勤異動明細表·······················

122、83;·················································

123、83;······························ 141七、考勤異動統(tǒng)計表·················&#

124、183;·················································&#

125、183;···································· 143拾柒、未/忘打卡報表 一、未/忘打卡補單明細表·········

126、;··················································

127、;···································· 145拾捌、加班報表 3/170一、加班審核作業(yè)明細表·········&

128、#183;·················································&

129、#183;·················································&

130、#183;·147二、加班審核作業(yè)統(tǒng)計表 三、加班明細表············································

131、83;·················································

132、83;················· 152四、加班申請單明細表 五、補/特休轉(zhuǎn)薪資作業(yè)明細表 六、補/特休轉(zhuǎn)薪資作業(yè)統(tǒng)計表 拾玖、Internet在線服務(wù) ······················&#

133、183;·················································&#

134、183;································161 一、Q&A注冊流程說明 ··············

135、··················································

136、··································· 161二、Q&A在線論壇············&

137、#183;·················································&

138、#183;············································ 167三、在線視頻教學···&

139、#183;·················································&

140、#183;·················································&

141、#183;···· 1704/170壹、系統(tǒng)介紹一、系統(tǒng)目的考勤系統(tǒng)實現(xiàn)員工考勤數(shù)據(jù)采集、數(shù)據(jù)統(tǒng)計和信息查詢過程的自動化，完善人事管理現(xiàn)代化，方便員工上班報到，方便管理人員統(tǒng)計進行統(tǒng)計、考核員工出勤情況、方便管理部門查詢、考核各部門出勤率。與人事薪資系統(tǒng)整合發(fā)放員工薪資并記帳等。企業(yè)在人力資源管理上，特別是對于企業(yè)在統(tǒng)計不同部門、不同工作崗位上的員工考勤時，有著較為繁雜的規(guī)定或要求，如考勤項目的設(shè)定、薪資項目的設(shè)定、班別的設(shè)定、人員調(diào)班作業(yè)的管理、每日出勤狀況的查詢等等，這些都需要企業(yè)的人事管理部門在一定時間或每月進行查詢與統(tǒng)計。使用考勤系統(tǒng)，能幫助企業(yè)

142、實現(xiàn)考勤管理，讓企業(yè)在每月能夠準確的統(tǒng)計出員工出勤情況?？记谙到y(tǒng)提供員工補/特休管理，對員工的補/特休作統(tǒng)一管理，且請假天數(shù)不能超過補/特休管理中的核準天數(shù)，進行有效核對，使用者還可以把員工劃分群組，對不同群組進行假別的核準流程設(shè)置，進一步加強企業(yè)員工假別的處理。同時，考勤系統(tǒng)也提供了多種打卡方式：電腦刷卡、指紋刷卡、電腦刷卡資料轉(zhuǎn)入；產(chǎn)生出勤記錄，對員工的出缺勤進行有效的管理。考勤系統(tǒng)，通過考勤資料匯集，自動產(chǎn)生出勤績效調(diào)整與加班記錄，將加班記錄存入加班審核作業(yè)中，已審核的加班單，系統(tǒng)會自動回寫到薪資異動輸入中與人事薪資系統(tǒng)相連接，以便更好地為發(fā)放薪資提供基礎(chǔ)數(shù)據(jù)。5/170二、系統(tǒng)特色d可

143、進行對員工假日、班別進行設(shè)置。d可進行員工電腦卡號及指紋的建檔。d可單個或批次的登打員工出勤記錄d可設(shè)置薪資項目、考勤項目等。d可對員工的班別進行調(diào)換。d本系統(tǒng)與人事薪資系統(tǒng)結(jié)合使用，適用于兩岸三地。d在本系統(tǒng)中，所牽涉到的所有員工資料，可在人事薪資系統(tǒng)中建立人事基本資料檔。 d提供員工請假單，系統(tǒng)根據(jù)員工薪資結(jié)構(gòu)設(shè)置中的假別審核否判斷員工的假單是否需要審核；在進行考勤資料匯集時，當員工既未打卡又未補單時，系統(tǒng)根據(jù)員工在人事資料中的到職日判斷員工是否曠職。d當考勤資料匯集時，系統(tǒng)自動產(chǎn)生加班記錄，則須輸入加班的薪資項目，而薪資項目的設(shè)置是在人事薪資系統(tǒng)中進行。d同時提供了多種打卡鐘作業(yè)，條碼刷

144、卡鐘、指紋打卡鐘。d系統(tǒng)同時具有電腦打卡資料轉(zhuǎn)入功能，若貴公司使用的是其他打卡設(shè)備，系統(tǒng)提供另外一個途徑可進行考勤作業(yè)，只需把打卡資料存放在文本文件中，可通過電腦打卡資料轉(zhuǎn)入，把資料轉(zhuǎn)入到刷卡資料庫中。d系統(tǒng)支持員工補/特休假期進行管理，并可控制請假天數(shù)不得超出其核準天數(shù)，通過考勤資料匯集，系統(tǒng)自動產(chǎn)生加班單、請假單、忘打卡/未打卡，且加班單均具有審核與反審核功能。d系統(tǒng)支持考勤計算公式自定義。d提供形式靈活的出勤報表，可廣泛、全面的查詢員工每日出勤及每月出勤的詳細情況。 d所有報表版面中，任何字段皆可任意調(diào)整在版面中位置，亦可選擇打印所需求的字段，更可輸出 Word & Excel

145、依照使用者要求做更進一步編修美化。d所有報表均可使用過濾功能，依據(jù)使用者需要設(shè)定過濾條件，快速擷取相關(guān)數(shù)據(jù)。 6/170三、手冊導讀（1）手冊面向：d人事管理人員；d財務(wù)管理人員；d系統(tǒng)管理人員。（2）本手冊中的專用名詞：d帳套：即一套相互關(guān)聯(lián)的帳務(wù)數(shù)據(jù)。每個企業(yè)均有自己的一套帳，在本系統(tǒng)中可以提供多套帳，即可以處理多套帳務(wù)數(shù)據(jù)。d系統(tǒng)：指 SUNLIKE ERP 考勤系統(tǒng)。d幫助：即系統(tǒng)的使用說明。在任何一個菜單中按下 F1 鍵，可獲取該菜單的使用方法說明。d模塊：指各個可獨立的管理系統(tǒng)。比如天心企業(yè)全能管理軟件包含總帳系統(tǒng)、進銷存系統(tǒng)、收付款系統(tǒng)、固定資產(chǎn)系統(tǒng)、MRP（物料需求計劃）系統(tǒng)、

146、MRPII（制造資源計劃）系統(tǒng)、人事薪資系統(tǒng)、及進出口管理模塊等等。此手冊的內(nèi)容僅包含考勤系統(tǒng)的使用說明。d憑證模版：指一張憑證的格式，它是連接單據(jù)與憑證的橋梁。d打印套版：指單據(jù)的打印格式，本系統(tǒng)為每一張單據(jù)都設(shè)置了一個打印格式，使用者可根據(jù)需要自定義打印的格式。 （3）本手冊與系統(tǒng)維護、系統(tǒng)管理手冊的關(guān)系系統(tǒng)維護手冊所講述的是天心企業(yè)全能管理系統(tǒng)中各個模塊的基本功能鍵的運用、基礎(chǔ)資料設(shè)置的運用、帳套的初始設(shè)置、使用者的權(quán)限設(shè)置等，因此各個模塊的運用均要依賴系統(tǒng)中各項基礎(chǔ)資料的設(shè)定，其內(nèi)容是運行各模塊各單據(jù)的首要條件。此管理手冊所含概的菜單內(nèi)容是掛在各模塊的“系統(tǒng)”及“幫助”項下面。本考勤系

147、統(tǒng)系統(tǒng)所涉及的會計科目代號、憑證模版、幣別及匯率、部門代號、業(yè)務(wù)員資料等的操作方法，都是在系統(tǒng)管理手冊中說明。7/170貳、系統(tǒng)流程一、系統(tǒng)主流程（1）主流程圖：d基礎(chǔ)資料設(shè)置： 在人事資料設(shè)置中建立員工基本信息。在薪資項目設(shè)置中設(shè)置薪資項目，如：底薪、加班費等。在考勤項目設(shè)置中設(shè)置考勤項目，如：遲到、早退、曠職等。在電腦卡號建立中設(shè)置員工電腦卡號。在員工指紋資料建檔中設(shè)置員工指紋。d打卡： 電腦刷卡顯示，通過在電腦卡號建立中設(shè)置的電腦卡號進行刷卡，若電腦卡號忘帶了，同時還可通過臨時卡進行打卡，這部分可在臨時卡借出/ 還入作業(yè)中處理。指紋打卡，通過在員工指紋資料建檔中設(shè)置的員工指紋進行打卡。d

148、出勤管理：通過員工的打卡，進行打卡資料收集，同時可在每日出勤登錄處查看員工出勤情況。8/170d出勤計算：通過考勤資料匯總合并，自動產(chǎn)生出勤績效調(diào)整與加班記錄，將加班記錄存入加班審核作業(yè)中，已審核的加班單，系統(tǒng)會自動回寫到薪資異動輸入中與人事薪資系統(tǒng)相連接，以便更好地為發(fā)放薪資提供基礎(chǔ)數(shù)據(jù)。d報表查詢：企業(yè)可根據(jù)需要，從不同角度在報表中查詢員工考勤的相關(guān)信息。9/170二、考勤系統(tǒng)與其它系統(tǒng)之關(guān)聯(lián)考勤系統(tǒng)（1） 關(guān)聯(lián)說明員工資料例假日設(shè)定請假單審核考勤匯總?cè)耸滦劫Y系統(tǒng)d電腦卡號建立、員工指紋建檔等相關(guān)員工資料是從人事薪資系統(tǒng)中的人事基本資料建檔中擷取的。d考勤系統(tǒng)中的例假日設(shè)定，直接影響人事薪

149、資系統(tǒng)的月工作日設(shè)置的缺省值。d員工的請假單作業(yè)是否需要審核作業(yè)，是從人事薪資系統(tǒng)中的員工薪資結(jié)構(gòu)設(shè)置中的假別審核否確定的。d考勤系統(tǒng)進行考勤資料匯集合并后產(chǎn)生的加班審核作業(yè)，當記錄審核后，自動存入至人事薪資系統(tǒng)中的薪資異動輸入中。10/170叁、基本資料建立一、上線準備（1）營業(yè)人資料設(shè)定d營業(yè)資料頁簽的會計核算期間、開帳日期、稅務(wù)制度、計薪周期欄位設(shè)置好。d在長度與小數(shù)位頁簽設(shè)置好金額、數(shù)量、報表等小數(shù)位。11/170肆、考勤基礎(chǔ)設(shè)置一、考勤項目設(shè)置u程序代號：MNGAAu作業(yè)位置：考勤系統(tǒng)->考勤基礎(chǔ)設(shè)置->考勤項目設(shè)置u作業(yè)目的：通過此單據(jù)設(shè)置員工的考勤項目、扣款方式，方便

150、后續(xù)考勤資料匯總合并中出勤情況的統(tǒng)計及薪資發(fā)放時考勤扣款的計算。u輸入畫面：u欄位說明o是否扣款：是指當此考勤項目發(fā)生缺勤的情況時，是否會扣除其底薪。每日扣款按底薪比率的（）%：即每發(fā)生一次單位的考勤項目缺勤時，所扣的金額是與底薪有關(guān)系；每日底薪等于底薪除以當月工作日。當月工作日是在月工作日設(shè)置中設(shè)置的。每次扣款固定金額：即每發(fā)生一次單位的考勤項目缺勤時，所扣的金額是固定的，金額欄需自行輸入；按公式設(shè)置：即扣款的方式以上兩種情況都不能滿足您的需求時，可使用第三種方式，按照自己的需求進行任意的設(shè)置其扣款的單位金額；12/170o扣除全勤獎金據(jù)公式： 是指當此考勤項目發(fā)生缺勤的情況時，全勤獎金的扣

151、除據(jù)公式計算。其具體的扣除公式在公式設(shè)置中設(shè)置；o全部扣除全勤獎金：即當該考勤項目一發(fā)生缺勤的情況時，全勤獎金會全部扣除；o允許不扣款之最高分鐘數(shù)：在此輸入考勤項目缺勤不扣款的分鐘數(shù)，配合以下三個選項使用： 全額扣款：即按實際缺勤的基數(shù)進行扣款；超過的部分扣款：即缺勤的基數(shù)超過允許不扣款之最高分鐘數(shù)的，只對超過的部分進行扣款；超過的全額扣款：即缺勤的基數(shù)超過允許不扣款之最高分鐘數(shù)的，全部進行扣款；o請假累計計數(shù)單位：即考勤項目的計量單位，包括：按次數(shù)、按半日、按全日、按分鐘、按小時，用戶根據(jù)需要進行選擇； o允許每年請假總數(shù)：每個假別的每年允許請假總數(shù)量。在此輸入總數(shù)后，在請假時，系統(tǒng)會進行判

152、斷，超過時，剛不允許存盤。如：在事假設(shè)置允許每年請假總數(shù) 400 小時，即表示一年請事假總數(shù)不能超過 400 小時。若事假總數(shù)超過 400 小時，則系統(tǒng)不允許此假單存盤的； o上下半月的扣款方式：當薪資發(fā)放方式為分期發(fā)放時，薪資的計算就會參照這里的設(shè)置，若發(fā)放方式是一次性發(fā)放，則無需考慮此項。在下半月發(fā)放：是指考勤項目只在該月最后一次發(fā)放薪資時才發(fā)放；按日期比率發(fā)放：是指考勤項目每次薪資發(fā)放時都會發(fā)放，但發(fā)放的金額是按發(fā)放的日期比率折算出來的。選擇此項時，可與每月薪資發(fā)放作業(yè)屬性：上下月發(fā)放結(jié)合一起使用。詳細請見每月薪資發(fā)放作業(yè)屬性說明。全額發(fā)放：是指考勤項目在每次薪資發(fā)放時全額發(fā)放；按日期扣

153、款：即按考勤項目的調(diào)整日期來扣款，調(diào)整日期在起止計薪日期內(nèi)的就扣款，反之不扣款。 o考勤類型：此功能是用于區(qū)分各假別名稱的類型，分別有一般考勤、是補休、是特休、是忘打卡、是未打卡等五種提供選擇。13/170假型類型為補休則設(shè)為是補休，特休則設(shè)為是特休，這樣設(shè)置，在員工補/特休管理的假別里才會過濾出補休和特休，若是忘打卡假別則設(shè)為是忘打卡，未打卡假別則設(shè)為是未打卡后，系統(tǒng)才會在“員工未(忘)打卡補單作業(yè)”的補卡代號查詢窗品帶出。除了補/特休、未/忘打卡外，其它的假別則設(shè)為一般考勤。 o是否應(yīng)抵減扣稅所得：此考勤項目是否需要抵減扣稅所得，勾選上則表示此考勤項目需要抵扣所得稅。 o是否 OA 請假項目：針對每個考勤項目是否設(shè)為 CWORK 的請假項目，若有勾上，則此考勤項目會在 CWORK 的請假單的假別代號查詢窗口過濾并可登打此考勤項目的假單。u操作說明1.打開考勤系統(tǒng)-考勤基礎(chǔ)設(shè)置-考勤項目設(shè)置。 2.點擊按扭：o新增：或按 F2 鍵進行新增；o速查：或按 F3 鍵進行速查；o刪除：或按 F4