Edit policy settings

Be aware that for some specific companies some settings like shift or break rules will be pre-set, so turned on or turned off, and you as an admin won't be able to change the respective setting.

Learn what you can configure with policy settings for each one of your attendance policies.

• Go to Attendance > Settings > Policies 
• Choose an existing policy
• Click on the three-dot-menu at the very end of the policy line
• Choose  2  Edit policy settings

To  3  manage a policy's employees read this article.  

Within the policy settings you find the GENERAL policy settings and the RULES settings. We go through each one by one together:

General policy settings

Policy details: Enter the policy's name and an additional description. In our example we look into the default policy.

Time Tracking methods

You can check each or several boxes in order to use the respective time tracking methods. Find out more about each method in the below table:

Be aware that activating Punch Clock and Kiosk PIN/QR code is not recommended as the Kiosk QR or Kiosk QR will automatically replace the Punch Clock log in method. 

Location Tracking

If your employees are using their smartphone and punch clock or time sheet management as a time tracking method you're able to allow location tracking. With location tracking activated you can see whether your employee's check-in was done within a defined radius. 

Note: Location tracking only works when your employee enables the GPS location service on their smartphone. 

Permissions

 Allow entries in the future: If selected, employees with time sheet management method and managers can edit and create future entries. Check the box on the right hand side to enable it.

Note: If time sheet management is not activated only admins and managers will be able to create future entries if they have the permission to edit attendance details of employees. This can be set here. 

Rules policy settings 

1. Shift rules

Here you can set up shift rules for your employees' time entries. Only admins can surpass all rules and limits. 

 1   Maximum hours per day

Set the amount of hours an employee is allowed to legally work by entering the hours and minutes into the HH:MM field on the right hand side. For the time being you can check the box for using this rule in Attendance and setting this behavior for all active employees. When activated you have: 

1. the option to show a conflict in the attendance time sheet when an employee exceeds the maximum hours per day 

2. the option to adjust the hours worked automatically so it matches the allowed limit.

Employee view

 2  Check in limitations

Here you can restrict or allow employees to check in before their work schedule start time. 

Check the box Use rule in Attendance when you want to activate it. If activated you can decide to: 

1) block employees from checking in before their scheduled work time. They will receive an error message when trying to check in:

2) allow employees to check in before

• Set the the timer to the maximum amount of minutes your employees can check in before
• Type in using MM format or use the ↑ and ↓ to set the minutes

For this setting, there are two scenarios as you can see in the table below:

When employees check in within the range	When employees try to check in earlier

Note: In the current version the restricted check-in is only applicable for fixed work schedules. 

Enable working time starts with schedule

• Check the box Working time starts with the schedule, if you want your employees to be able to check in before their planned time but use the planned time as check in time 
• Your employees will be automatically checked in with their planned time after the grace period will be over
• Grace period refers to the set time employees are able to check in before their planned time

Employee view

 3  Overlapping with Time off

When you check the box to use this rule in Attendance, you can either allow or prevent employees from creating an attendance entry when they have an overlapping time off entry for the same time slot. 

1) When you choose to prevent a parallel time off and attendance entry or overlapping split entries, employees won't be able to check in.

2) When you allow overlapping time entries, a conflict will nevertheless be raised. 

To use one of these rules in Attendance, check the respective boxes. 

You can use only one or several rules.

When conflicts are triggered, you find them via Attendance > My Attendance at the respective time entry as a bordered red field and explained in the upper right corner under Conflicts. Find out more about Attendance conflicts in this article. 

Visibility to employee 

 2. Rest rules 

Minimum daily rest

• Set up the required break time for a specific amount of working hours
• Firstly set the working hours in the format HH:MM
• Secondly set the break duration for the defined amount of working hours in the format HH:MM

For example: In GER a work duration of 06h 01m requires a 00h 30m break

• Set an additional break rule by clicking (+) Add break
• Check the box to ☑Use rule in Attendance

To understand exactly how to use rest rules options check out this article. 

When you want to use automated deducted breaks, go this way.