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Set up attendance

Most settings are on two pages: Attendance configuration (tabs for Parameters, Group parameters, Week off, Holiday, Exceptional dates, Permission, Request group, Overtime group and Comp-off group) and Shift configuration (tabs for Shifts, Shift groups, Shift patterns, Shift roster and Compliance policies). Follow these steps in order.

Before you start​

Module configuration year is set for the current year. Requests fail with "No active year configuration was found." without it.

1. Calendars​

  1. Week off – create the week-off patterns you use, for example Sat–Sun and Sunday + 2nd and 4th Saturday. See Week offs.
  2. Holiday – create a holiday calendar for each location or group with different holidays, and mark one as the default. See Holiday calendars.

2. Shifts​

Create each shift with its timings, grace and break. See Shifts.

3. Attendance groups​

In Group parameters, create an attendance group parameter for each set of employees with different attendance rules. Set the full-day and half-day hours, the work hour calculation type, the shifts that apply, and the default week off and holiday calendar. See Attendance group parameters.

4. Account-wide parameters​

In Parameters, set the processing window, the request back and future days, and the default attendance group, week off and holiday calendar. See Attendance parameters.

5. Rules for each attendance group​

For each attendance group, configure what applies to it:

  1. Request group – which requests employees can raise (swipe regularization, on duty, work from home, permission) and their limits. See Request group.
  2. Permission – limits for late coming and early going permissions. See Permission rules.
  3. Overtime group – if overtime is paid. See Overtime rules.
  4. Comp-off group – if employees earn compensatory off. See Comp-off rules.
  5. Shift groups – if employees can request shift changes or use a roster. See Shift groups and shift patterns.

6. Assign employees​

In each employee's record, under additional details, set their attendance group, base shift, week off and holiday calendar. Use an employee import to do this in bulk.

7. Check processing​

After a day has passed, open Employee Attendance Detail for a few employees and check the statuses. If something looks wrong, see Attendance status looks wrong.

Optional​