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Automatically Create Attendance Point Subtractions

Automatically Create Attendance Point Subtractions 

Create rule based attendance point subtractions, trigger attendance point subtraction with perfect attendance or point expiration, and define whether employees can carry a negative attendance point balance. 

 

A. Allow a negative point balance

1) Go to Time and Attendance > Attendance > Attendance Point Buckets

2) Choose your desired Attendance Bucket and click the edit pencil to open. 

3) Check the 'Allow negative balance' check box. 

4) Click Save. 

AllowNegativeBalance.png

- If 'Allow Negative Balance' is checked, no minimum Attendance Point balance is required for the defined bucket. 

-If 'Allow Negative Balance is not checked, the minimum Attendance Point balance for any given employee at any time is 0. Subtractions that would result in a negative point balance would result in an end balance of 0. 

 

B. Set Attendance Points to Expire after a preset amount of time.

1) Go to Time and Attendance > Attendance > Attendance Point Buckets

2) Choose your desired Attendance Bucket and click the edit pencil to open.

3) Check the 'Points expire' check box. New options will appear to the right. 

-If 'Points expire' is checked, a given or earned attendance point will expire based on the time period provided. 

-If 'Points expire is not checked, attendance points will never expire unless a supervisor intervenes with manual point subtraction, or an Attendance Point Subtraction rule is configured. 

4) Select the amount of Days or Months that must pass before an Attendance Point will expire.

PointsExpire.png

Note: In this screen shot, points expire 30 days after they have been given to the employee. 

 

C. Create Rule Based Attendance Subtractions 

1) Go to Time and Attendance > Time & Attendance Rule Management > Time and Attendance Rule Management.

2) Within the 'Edit Rule' tab, Scroll down on the left side menu to find 'Attendance Credit' rule type, and click the paper icon to add a new rule. 

NewTARule.png

3) Add an appropriate title that will remind you of the function of this attendance rule. 

4) Add any organization units you wish this rule to affect using the drop down arrow and the plus button. 

TitleAttendanceRule.png

5) Build Time Period Conditions 

Time Period Conditions define when attendance credits will be subtracted. 

consecutiveconditions.png

-Consecutive: the amount of sequential days or months that must be met before an attendance credit is given.

Example: The screen shot displays that 2 months in a row of perfect attendance will trigger this rule. 

fixedconditions.png

-Fixed: Set the countdown of days or months until attendance points are subtracted, regardless of attendance. 

Example: Starting at January 1st of 2017, attendance credits will be given every 40 days. 

 

6) Build Time Entry Conditions

Time Entry Conditions identifies the pay code or attribute the system uses when tracking attendance violations. If enough time has passed since the last violation attribute or pay code was found on an employee's time sheet, an attendance credit or subtraction will be awarded to that employee.  

MissingPayCodes.png

-Choose 'Missing Pay Codes' if a specific absence or tardy pay code marks an attendance violation. 

MissingAttributes.png

-Choose 'Missing Attributes' if a specific absence or tardy attribute marks an attendance violation.

 

7) You may also filter through employees who meet any or all of your selected conditions. You may choose to filter employees by their group, organization unit, or bid seniority.  This can help you refine which employees qualify for this rule, and eliminate those employees who do not qualify for this rule. 

EmployeeFilters.png

 

8) Designate Employee Action - what occurs when the Time Entry Conditions and Time Period Conditions are met. You must choose how many attendance points are subtracted, and from which attendance point bucket are you subtracting these points. 

SubtractPoints.png

Example: 1 point is subtracted from the 'Tardy' Attendance Point Bucket when the Time Entry Conditions and Time Period Conditions are met. (After 2 consecutive months of no 'Tardy' attributes marked on an employee's timesheet, that employee's attendance balance will automatically be subtracted by 1.)

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