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Add Penalisation Policy

Summary

Add Penalisation Policy lets admins create a penalisation policy under Admin > Attendance > Penalisation. Penalisation policies define which attendance issues are penalised and which employees the policy applies to.

After saving, use Configure to set the detailed penalty rules and incident handling.

In this article

  • Before you begin
  • Using Add Penalisation Policy
  • Navigate to Admin Attendance
  • Open the add form
  • Complete the form
  • Save the policy
  • After you save
  • Frequently Asked Questions (FAQ)

Before you begin

Attendance must be included in your organisation’s Plumm contract, and the Attendance add-on must be active.

You need the Add Penalisation Policy permission or SuperAdmin access to create a penalisation policy.

Using Add Penalisation Policy

Penalisation policies appear as cards on the Penalisation tab.

Each policy card shows:

  • Policy title
  • Description
  • Assigned employee avatars

Use Add Policy to create a new penalisation policy.

Navigate to Admin Attendance

Go to Admin > Attendance > Penalisation.

The page title is Attendance.

Open the add form

From the Penalisation tab, select Add Policy.

The option is available when you have the required permission.

The Add Penalisation Policy form opens.

Complete the form

Complete the required policy information.

  • Title – enter the policy title. The placeholder is Title. This field is required.
  • Description – enter a description of the policy. The placeholder is Description. This field is required.
  • Effective Date – select the date when the policy becomes effective. The format is DD/MM/YYYY.

If the Title field is empty, Plumm displays:

Please enter title.

An AI Generate option is available for Description.

The Description field also shows a character counter:

150 Characters Remaining

Select what to penalise

Under What do you penalise for?, choose the attendance issues that should be covered by the policy.

Available options include:

  • No Attendance
  • Late Arrival
  • Work Hours Shortage
  • Missing Attendance Logs

The supplied information does not confirm whether at least one option must be selected before the policy can be saved.

Assign reviewees

Use the Reviewees section to choose which employees the penalisation policy applies to.

The tooltip explains:

Select the individuals who will be reviewed. Choose 'All employees' for a company-wide review or 'Select by condition' to specify certain criteria or groups.

Available assignment options include:

  • All Employees
  • Select By Condition
  • Select By Name

Use the shared user picker to complete the required assignment.

Save the policy

Select Save to create the penalisation policy.

After a new policy is created successfully, Plumm displays:

Penalisation added

When an existing policy is updated, Plumm displays:

Penalisation updated

If the policy cannot be saved, Plumm can display messages including:

  • Title and Description are required
  • Invalid User ID
  • Invalid Company ID
  • Something went wrong, Please try again

Check the policy details and employee assignment, then try again.

After you save

The new penalisation policy appears on the Penalisation tab.

Available actions can include:

  • Edit
  • Configure
  • Delete

Configure requires the Configure Penalisation Policy permission.

Delete requires the Delete Penalisation Policy permission.

If there are no penalisation policies to display, Plumm shows:

Nothing to show here yet.

Use Configure after saving to set the detailed deduction rules and incident handling for the policy.

Frequently Asked Questions (FAQ)

  • Who can add a penalisation policy?
    Users with the Add Penalisation Policy permission and SuperAdmins can create a penalisation policy.
  • What attendance issues can I penalise?
    The available options are No Attendance, Late Arrival, Work Hours Shortage, and Missing Attendance Logs.
  • Must I select at least one penalisation type?
    The supplied information does not confirm whether the form requires at least one penalisation type before Save succeeds.
  • What is the difference between Add and Configure?
    Add Penalisation Policy sets the title, description, effective date, penalisation types, and reviewees. Configure opens the Penalisation Setting area for detailed deduction rules and incident handling.
  • Can I assign the policy to specific employees or groups only?
    Yes. Use Select By Condition or Select By Name under Reviewees.
  • Can I apply the policy to everyone?
    Yes. Choose All Employees under Reviewees.
  • What should I do if Save fails?
    Check the required fields, penalisation settings, and reviewee assignment, then try again. If the issue continues, note the error message displayed by Plumm and contact your administrator.