Edit policy settings

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

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.

 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

There are two scenarios as you can see in the table below. 

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

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

 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, 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. 

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

Now you have three options how to use the rule: 

• ☐ Show a conflict in attendance time sheet when the break time is not reached 

• ☐ Show a reminder to the employee 

Your employees will be reminded after the check out if they forgot to enter their break or the break time does not match the required break time. In this way you can support your employees to add their breaks accordingly to labor law. 

• ☐ Deduct breaks automatically 

When you set your break requirements and enable the automated break deduction; an automated break will be added to every time entry that requires a break. At the moment this only works for single time entries, e.g. a work time entry from 08:00-16:00. 

As soon as you register two time entries e.g. from 08:00-12:00 and 14:00-18:00 no automated break will be deducted, although the daily hours worked would require it. 

Please read this article to find out how the automated break deduction works.