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Add Attendance Policy

Summary

 This guide explains how to add an attendance policy in Plumm. Administrators can define policies, set effective dates, and assign them to specific employees.

In this article

  • Before you begin
  • Step 1: Add an attendance policy
  •  Frequently Asked Questions (FAQ)

Before you begin

  •  You must have administrative access to the Attendance section to add policies.
  • Ensure you have the necessary details for the policy you want to create, such as title, description, and effective date.

Step 1. Add an attendance policy

  1. Navigate to Admin > Attendance and select the Manage tab.
  2. Click the Add Policy button.
  3. In the Add Attendance Policy form, fill in the following fields:
    • Title: Enter the title for the attendance policy.
    • Description: Add a brief description of the policy. You can also use the Generate button for an auto-generated description.
    • Effective Date: Select the date the policy will come into effect.
    • Enable Web Clock In: Check this option if employees can clock in via the web.
    • Enable Mobile Clock In: Check this option if employees can clock in via a mobile device.
    • Assign To: Choose who the policy will apply to:
      • All Employees
      • Select By Condition
      • Select By Name (choose individual employees)
    • A user can be associated with one policy only.
    • No users can be associated with multiple policies
    • A user can only be part of one policy at a time; assigning them to a new policy will override the previous assignment.
  1. After filling in all the required fields, click Save to create the attendance policy.
  2. Once the Attendance Policy is created , it is ready to Configure.

Frequently Asked Questions (FAQ)

1. What happens if I select ‘All Employees’ in the Assign To field?

The policy will apply to all employees in the system, regardless of individual characteristics or conditions.
 

2 .Can I assign the policy to specific employees?

Yes, you can select the Select By Name option to choose individual employees or use Select By Condition to filter employees based on specific criteria.

3.Can I modify an existing attendance policy after saving it

Yes, once the policy is saved, you can edit the policy through the Manage tab by selecting the policy and making the necessary changes.
 
 

4. What is the significance of the effective date?

The effective date determines when the policy will begin to apply. Ensure you select the correct date for the policy to take effect.