Absence Points Rules
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Absence Points Rules


Absence points rules will automatically compute demerit points based on employee tardiness and absence. You can tailor the rules so that different points can be added based on coming in late, leaving early, or for different types of absences (e.g. excused sick leave might be given different points than unexcused sick leave).


Absence points rules require the configuration of the following custom timesheet template fields:


Custom Field

Type

Description

Absence Points

Number

This field holds any absence points incurred. The number of decimal digits depends upon your needs - if you allow fractional points then you will want to set an appropriate number, e.g. 2. Note that you must create this field exactly as named, "Absence Points", in order to create the expected underlying database field (t_timeentry.xabsencepoints). After creating the field you can then rename it as this will not affect the name of the underlying database field.

Absence Reason

List

This field allows managers to specify an absence reason for leave taken by employees. For instance, you may have the reason "Excused" for excused absence, and the reason "Unexcused" for unexcused absence. Each reason can result in different points being added (see the Absence rule below). Note that you must create this field exactly as named, "Absence Reason", in order to create the expected underlying database field (t_timeentry.xabsencereason). After creating the field you can then rename it as this will not affect the name of the underlying database field.


Note that the list of reasons can have different absence points configured for each reason. If you add or rename any of the reasons in the list you will need to edit the points again in the absence rule. See the Absence rule below for information on how to configure points for each absence reason.

Absence Override

Check Box

This field provides a way for the manager to override or manually enter absence points on employee timesheets. By checking the Absence Override check box the manager can change or enter points into the Absence Points field. Note that you must create this field exactly as named, "Absence Override", in order to create the expected underlying database field (t_timeentry.xabsenceoverride). After creating the field you can then rename it as this will not affect the name of the underlying database field.


Timesheet custom fields are configured from the System > Templates > Manage Custom Fields page. It is not required that you put these fields on the timesheet templates themselves. However, if you want a manager to be able to review and edit the points while reviewing and approving timesheets you will want to add these 3 fields to the appropriate timesheet templates. When adding these fields to a timesheet template you will want to specify the following field options for them (by clicking the [...] button next to the field name):

    NOT work only

    Manager Only


The following absence rules can be configured:


Property

Description

Absence rule

If enabled then points will be added when leave hours are entered on the timesheet. The number of points added depends on the selected Absence Reason. For instance you might configure 0 points for the reason "Excused", and 5 points for the reason "Unexcused". If no reason is selected then no points will  be added by the rule.


Note that if the list of absence reasons is changed (by editing the Absence Reason custom field), then the points will need to be entered for any new or renamed absence reasons.

In-late rule

If enabled then points will be added depending upon how many minutes late the employee came in. The employee must have the Scheduled In property set in their profile in order for this rule to work. You can enter multiple levels of points, e.g. 2-5 minutes = .5 points, 6-15 minutes late = 1 point, etc.

Out-early rule

If enabled then points will be added depending upon how many minutes early the employee left. The employee must have the Scheduled Out property set in their profile in order for this rule to work. You can enter multiple levels of points, e.g. 2-5 minutes = .5 points, 6-15 minutes late = 1 point, etc.

Too-few-hours rule

If enabled then points will be added depending upon how much less than the scheduled hours of work were performed in any given day. The scheduled hours will be taken from the Scheduled Hours Per Day property in the employee's profile, if set, or from the default Hours Per Day property on the System > General page.


Points can be configured in two ways based on the "Use percent of scheduled hours" check box. If this check box is checked then how many points are incurred will depend upon the percentage of scheduled hours worked, for example 0-50% = 1 point, 51-99% = .5 points and 100% = 0 points.


If the "Use percent of scheduled hours" check box is not checked then the points incurred will depend upon the number of minutes early the employee left, for example 2-5 minutes = .5 points, 6-15 minutes = 1 point, etc.


Adjusting Points


Managers and administrators can view and adjust absence points for individual employees. This is done by viewing the Absence Points dashboard on the employee's profile page (note that the Absence Points dashboard only appears for employees that have the Absence Points Rules enabled on their employee policy). By clicking the Add Adjustment button you can enter positive or negative absence points for specific dates. Adjustments can be deleted by clicking the delete [-] button on each adjustment row on the dashboard.