{"id":150587,"date":"2026-10-04T09:12:52","date_gmt":"2026-10-04T09:12:52","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%af%d9%88%d8%b1%d8%a9-%d8%a7%d9%84%d8%b1%d9%88%d8%a7%d8%aa%d8%a8-%d8%a7%d9%84%d8%b4%d9%87%d8%b1%d9%8a%d8%a9-%d8%a7%d9%84%d8%ad%d8%b6%d9%88%d8%b1%d8%8c-%d8%a7%d9%84%d8%a5%d8%ac%d8%a7%d8%b2%d8%a7\/"},"modified":"2026-10-14T09:04:48","modified_gmt":"2026-10-14T09:04:48","slug":"the-monthly-payroll-cycle-with-attendance","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/the-monthly-payroll-cycle-with-attendance\/","title":{"rendered":"The Monthly Payroll Cycle with Attendance: Shifts, Leave, Attendance Sheets, and the Payroll Run"},"content":{"rendered":"
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This guide explains the complete monthly payroll cycle<\/strong> in the system: from setting up shifts, attendance rules, and leave, to recording attendance, calculating attendance days and the attendance sheets<\/strong>, then linking them to the salary component formulas, and creating the payroll run<\/strong>, approving it, and paying it, with the accounting entries<\/strong>.<\/p>\n

Brief Monthly Workflow<\/h2>\n
1.<\/strong> Recording attendance daily<\/span>\u2192<\/span>2.<\/strong> Leave requests and approving them<\/span>\u2192<\/span>3.<\/strong> Calculating attendance days<\/span>\u2192<\/span>4.<\/strong> Attendance sheet<\/span>\u2192<\/span>5.<\/strong> Payroll run<\/span>\u2192<\/span>6.<\/strong> Approval (the accrual entry)<\/span>\u2192<\/span>7.<\/strong> Payment (the settlement entry)<\/span><\/div>\n

First: Enabling<\/h2>\n

From the Apps Manager<\/strong><\/a> enable: Human Resources<\/strong>, Attendance<\/strong>, Payroll<\/strong>, and preferably Requests<\/strong> for employee requests.<\/p>\n

Second: Attendance Setup (One Time)<\/h2>\n

From Attendance Settings<\/strong><\/a>:<\/p>\n

1. Attendance Configuration<\/h3>\n\n\n\n\n\n\n\n\n
Setting<\/th>\nOptions (Default)<\/th>\nWhat It Does<\/th>\n<\/tr>\n
Work Year Start<\/strong><\/td>\nDay and month<\/td>\nThe start of the year on which leave balances are calculated.<\/td>\n<\/tr>\n
Automatic Calculation for Self-Recorded Attendance Logs<\/strong><\/td>\nOn \/ Off<\/td>\nCalculates attendance automatically when the employee records their own attendance.<\/td>\n<\/tr>\n
Recording Attendance During Approved Leave<\/strong><\/td>\nOn \/ Off<\/td>\nWhen off, the approved leave day is counted as leave and its fingerprints are ignored.<\/td>\n<\/tr>\n
Allow Submitting Leave Requests for Past Dates<\/strong><\/td>\nOn \/ Off<\/td>\n\u2014<\/td>\n<\/tr>\n
Default Approvers<\/td>\nDirect Managers<\/strong> \/ Department Managers<\/strong> \/ Employees<\/strong><\/td>\nWho approves the requests if there are no custom approval settings<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

2. Shifts<\/h3>\n

From Shifts<\/strong><\/a> create the shift: specify the name, the type (Basic<\/strong> \/ Advanced<\/strong>), the working days, and for each day: the shift start<\/strong> and the shift end<\/strong>, the check-in and check-out range, the delay grace period<\/strong>, and the delay calculation<\/strong> method. Then assign it to the employees<\/strong>.<\/p>\n

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Example<\/p>\n

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A 9:00\u201317:00 shift with a grace period of 15 minutes and “delay calculation after the shift start time + the delay grace period”: an employee who arrived at 9:25 is charged a delay of 10 minutes. And if the calculation is “from the shift start time”, 25 minutes are counted (and the grace period prevents counting it only if they arrive before 9:15).<\/p>\n<\/div>\n<\/div>\n

3. Attendance Rules<\/h3>\n

From Attendance Rules<\/strong><\/a> create rules that are evaluated on each attendance day with a condition<\/strong> and a formula<\/strong> (such as: if the delay &gt; 30 minutes then the value = 1), and link them to the shifts. Their results appear in the attendance sheet (the number of times applied and the total of the values) and are used in the salary formulas for deductions or overtime.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> A rule is applied only to the days of the shifts linked to it. There is no ready “overtime” column; overtime and shortage hours are calculated through the attendance rules.<\/p>\n<\/div>\n

4. Leave and Holidays<\/h3>\n