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Attendance and Shift Scheduling Setup Guide

A quick guide to help you set up everything your employees need for the Attendance and/or Shift Schedule modules.

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Written by Gutsy Support
Updated over 2 months ago

Welcome!

This quick guide will walk you through setting up the Attendance and Shift Schedule modules in Gutsy, no matter where your team is located. By the end, your employees will be able to clock in/out smoothly, and you’ll have access to accurate attendance records and shift data.


What You’ll Find in This Guide:

  • Important steps to setting up Attendance and Shift Scheduling

  • Why each step matters for smooth operations

  • What are the key features

  • Helpful links to related “How-To” articles

This Guide Covers:


Step 1: Setting Up Outlets

Where to find it: Settings > Company Management > Outlets

Why it matters: It makes shift planning easier by automatically grouping employees by their assigned outlet in the schedule view. It also allows employees to select the correct outlet when checking in, based on the outlets you’ve set up.

What are the key features:

This outlet can also function as an attendance-taking kiosk, giving you the flexibility to streamline clock-in/out processes right at the workplace. Depending on your operational needs, you can choose from several clock-in methods to suit your environment and preferences:

  1. Scan Barcode – Scanning of barcode on employee’s identity card

  2. Facial Recognition – Scanning of an employee’s face using kiosk device (requires facial recognition setup)

  3. Bluetooth Beacon – Clock attendance within kiosk device proximity (based on selected check-in radius)

  4. Input Identity Number – Manually input employee’s identity number via kiosk device

This feature is especially useful for teams working on-site or in high-traffic locations, making attendance tracking faster, more secure, and hassle-free.

Need more details? This guide has you covered: 👉How to Create an Outlet


Step 2: Configuring the Pay Scheme

Where to find it: Settings > Employee > Pay Scheme Details

Why it matters: Having the pay scheme set up in advance makes onboarding new employees quicker and easier. It also helps define working hours, overtime, and holiday group policies, which are key for accurate pay calculations.

What are the key features:

a) Pay scheme details — whether the employee is on fixed days or flexible working days (shift-based).

b) Configure overtime policy and non-working days (only valid to Singapore Payroll module) — to enable automatic computation of OT pay.

c) Assign the appropriate holiday group — available in various locations such as Australia, Malaysia, Singapore and more.

Need more details? This guide has you covered: 👉How to Set Pay Scheme


Step 3: Setting Up Employee Profiles (Outlet, Pay Scheme, Permissions)

Where to find it: Employees > Select employee > Employment Details & Permissions

Why it matters: Assigning an outlet to employees is especially useful when setting up shifts, grouping, admin permissions, or generating reports. For clock-in/ and out, the system detects the outlet based on the user's GPS location. If manual outlet selection is required, all company-assigned outlets will be shown by default.

 Linking the appropriate Outlet(s) to the employee’s profile

Even if payroll isn’t generated for a particular employee, assigning the correct pay scheme is important to keep their profile accurate and maintain consistency in attendance and hour records, as well as for accurate salary computation where applicable.

Selecting the correct pay scheme details for the employee

Additionally, enabling all Attendance and Shift permissions ensures employees can view their own schedules and attendance information.

Need more details? These guides have you covered:


Step 4: Configuring Attendance Settings

Where to find it:

  • Settings > Attendance > Attendance Requirements

  • Settings > Attendance > Hour Calculation

Why it matters: Setting up attendance settings before employees begin clocking in ensures they can use the designated clock-in methods, and that their attendance logs are recorded accurately according to your configurations.

What are the key features:

Our system offers powerful tools to help you customise attendance rules and ensure accuracy in your workforce tracking:

(a) Attendance Requirement Setup

Customise how employees clock in and out by selecting the preferred attendance methods and enabling the relevant options via toggles.

Configuring Attendance Requirements

(b) Assign Employees to Attendance Arrangement

Assign employees to follow a specific attendance and salary payment arrangement. This is particularly useful for employees who might need to work in multiple outlets due to manpower and business needs.

(c) Hour Calculation Rules

Take control of how working hours are calculated. Configure automatic adjustments to clock-in/out times, apply deductions for late arrivals or early departures, and set an overtime cap to control labour costs.

Configuring Hour Calculation

These features are designed to help you tailor attendance tracking to match your company policies — ensuring fairness, consistency, and efficiency.

Need more details? This guide has you covered: 👉Attendance Settings


Step 5: Creating Shifts for Scheduled Employees

Where to find it: Shift Schedule > Plan the shifts

Why it matters: Creating and publishing shifts before employees start clocking in (for those under shift planning) ensures they know their work schedule in advance.

This feature enables creation of fixed (regular frequency) or open shifts (e.g., shift claiming for urgent manpower needs on the day itself) for better workforce planning and recording purposes.

Need more details? This guide has you covered: 👉Guide: Managing Shift Schedule


Step 6: Generating Reports for Attendance & Shifts

Where to find it: Reports > Attendances; or Reports > Shifts

Why it matters: Generating reports provides Admins with detailed information on shifts and attendance. Receiving these reports as Excel files makes it easier to review and analyse the data compared to viewing it directly within the platform. This Excel report is downloadable and can also be shared with individuals who don’t have access to your Gutsy account.

Generating Attendance Report
Generating Shift Report

Need more details? This guide has you covered: 👉Guide: Generating Reports in Gutsy


✅ You’re All Set!

You’ve now completed all the essential steps for Attendance and Shift scheduling! Your system is fully prepared for daily operations, helping you manage your workforce efficiently and effortlessly.

Still exploring? Head over to our Help Center for more in-depth guides and FAQs.


If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.

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