For DSPs: Edit attendance policies

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

TABLE OF CONTENTS

• General policy settings
• Rules policy settings 
• Shift rules
  • Check out control 
  • Auto-Create time entries
• Enable working time starts with schedule

Be aware that since June 2025 admins are also assigned to an attendance policy. Set Rules also apply to admins just like employees. This ensures consistency among all accounts and reduces confusion. Admins can still override rules, with clear in-app messages when doing so. 

• 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. 

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

Check out control 

If your employee forgets to clock out, you can now define a fixed number of working hours after which they’ll be automatically checked out. To do this, tick Apply rule and Automatically check out employee after a certain time.

If you’d prefer to just be notified of an incomplete entry, tick Show a conflict instead.

Auto-Create time entries

When your employees need to change their clothes before they can start working, you can now automatically add changing time to their time entries. Auto-created time entries allow you to automatically add a set amount of time to your employees' working time entry. 

Before you need to create the category changing time. You can do this via Attendance > Settings > Categories > Add a category.

Check in limitations

• 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