Trupeer AI - Create professional product videos and guides
logo

T&A Configuration Process

Nov 13, 2025

5 Views
0 Comments
0 Reactions
Loading video...

T&A Configuration Process

This document provides a comprehensive overview of the Time & Attendance (T&A) configuration process. It outlines the steps necessary to set up T&A activities, templates, and file configurations. The process involves configuring activities and groups, importing templates, and understanding file upload functionalities.

Step 1

Once you have completed the screen configuration and set up the application menu, proceed to the T&A configuration section.

Screenshot

Step 2

In the T&A configuration section, focus on the T&A template and upload file configuration. Here, you can configure activities, group activities, and set up T&A templates efficiently.

Screenshot

Step 3

The format remains consistent with previous configurations, such as in the activity master or group master. Despite a change in the user interface, the process remains straightforward.

Screenshot

Step 4

Define the activities by adding them, determining the sequence, and specifying the type of activity.

Screenshot

Step 5

The tracking group and all functionalities remain unchanged. Only the user interface has been updated.

Screenshot

Step 6

This also applies to activity groups. You can create multiple activity groups and T&A templates.

Screenshot

Step 7

The T&A template will import all activity groups. You will create various activities, import them, add different days, milestones, clusters, and specify the number of days.

Screenshot

Step 8

The table and layout remain the same, with only slight changes to the user interface. This section focuses on the T&A configuration.

Screenshot

Step 9

Revisit the T&A template configuration if necessary.

Screenshot

Step 10

Continue with the configuration process.

Screenshot

Step 11

Configuring a T&A template involves multiple methods of setting up the T&A configuration.

Screenshot

Step 12

You also have the option to configure or add a new T&A template from this section.

Screenshot

Step 13

Alternatively, configure the T&A template from another section within the system.

Screenshot

Step 14

Proceed to the upload file configuration section.

Screenshot

Step 15

In the upload file configuration, define which types of files you want to enable for upload.

Screenshot

Step 16

Different features are associated with each file type, such as role-based upload file mapping.

Screenshot

Step 17

Map the three selected files accordingly.

Screenshot

Step 18

The upload file mapping requires you to select the file type, as chosen previously.

Screenshot

Step 19

Add the mapping here by specifying the Excel column, database field, and type of input.

Screenshot

Step 20

Determine whether each field is mandatory or optional.

Screenshot

Step 21

Role-based mapping allows you to specify which users can upload, view, download, or delete a particular file.

Screenshot

Step 22

Previously, this was managed in the admin, user master, or role master sections. Now, it is handled within this configuration.

Screenshot

Step 23

The unique key combination feature helps manage Excel or file uploads. It creates a unique combination for updating existing records or adding new ones if the combination is new.

Screenshot

Step 24

Continue as outlined above.

Screenshot

U