Attendance Policies

To access attendance policies

1. Select Administration > Application Setup > Attendance Setup > Attendance Policies.
2. To create a new policy or to modify existing ones, do one of the following:
   • Click New and select a policy type.
   • Select Duplicate or Edit.
3. Refer to the procedure for the specific policy type for the remaining configuration steps:
   • Attendance discipline level policies
   • Attendance formula policies
   • Perfect attendance policies
   • Previous actions policies
   • Attendance total balance policies

Manage attendance policies

• Search for specific policies - To find a specific item — Enter up to 25 characters in the Name box and click Search.
• Filter items based on status - Select Active, Inactive, or All in the Filter list.
• Specify a row - Select the check box next to the item.
• Sort on a column - Click the arrow in a column header to sort the data in ascending order or descending order.
• Refresh the workspace - Click Refresh to update the workspace with any new or changed information that has been saved.
• Delete one or more policies - Select them from the list and then click Delete. At the prompt, click OK. You cannot delete an attendance policy that has been referenced within the Attendance Setup. Instead, mark the attendance policy as Inactive.
• Activate or inactivate one or more policies - Select them from the list and then click Activate or Inactive.

Each policy type that you include in the overall Attendance strategy is based on tracking criteria that you select.

• Point-based — A policy that uses points to measure attendance infractions. A specific number of points is assigned to each infraction. As infractions occur, they are totaled and trigger an action when the total reaches a threshold. The action is a response to the infractions. Points can be added or subtracted from a balance according to the circumstances of the infraction and management decision.
• Occurrence-based — A policy that rewards or disciplines employees based on the number of times the employee incurs a type of attendance behavior. Actions, such as a verbal or written warning, result when an employee’s number of occurrences reaches a specified number.
• Discipline-based — A policy that is based on an occurrence-based attendance. It disciplines employees based on the number of times the employee incurs a particular type of attendance behavior. Actions, such as suspension result when an employee’s is moved into a higher discipline level.

  For example: If an employee has an unexcused absence three times, the employee might be suspended. Actions, such as a verbal or written warning, result when an employee’s point balance reaches a certain level.

• Total balance-based — A policy in which actions and alerts, based on thresholds in a certain balance type, affect the total balance of the employee’s point balance. When you configure a Totals-based policy, by default the system checks the balance everyday. To have total balances evaluated at the end of a tracking period and not everyday, select Enforce policy rules on last day of tracking period only from the General tab of the policy. Then select a fixed tracking period.

  For example: If an employee has multiple late-ins, early-outs, and a large amount of lost time, the employee’s total point balance might make that employee eligible for suspension rather than just a warning.

• Formula-based — A form of attendance tracking that compares one type of collected time to another. Formula policies do not include tracking periods.

  When you configure a Formula policy, by default the system checks the balance everyday. To have total balances evaluated at the end of a tracking period and not everyday, select Enforce policy rules on last day of tracking period only from the General tab of the policy.