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Configure an Attendance Policy

Summary

Use attendance policies to control how employees clock in/out, apply geofencing, enforce regularisation rules, and manage attendance penalties. This ensures consistent attendance tracking across your organisation.

In this article

  • Before you begin
  • Step 1: Go to Attendance Settings
  •  Step 2: Configure General Settings
  • Step 3: Configure Web Clock In
  • Step 4: Configure Mobile Clock In
  • Step 5: Configure Regularisation
  • Frequently Asked Questions (FAQ)

Before you begin

You must have Admin access to the Attendance module in PlumHR.

Step 1. Go to Attendance Settings

  1. Go to Admin > Attendance from the left menu
  2. Click the Manage tab
  3. Click the 3-dot menu beside a policy
  4. Select Configure

Step 2. Configure General Settings

  1. Choose settings like:
    • Exempt employees from penalties for first few days
    • Display late arrivals or missing swipes
    • Allow project/task addition during clock in
  2. Set up shift-based alerts:
    • Notify if employee hasn't clocked in/out within X minutes
    • Notify if clocked in late
  3. Set AWOL rules (e.g., mark AWOL after 3 days of no logs)
Click Next

Step 3. Configure Web Clock In

    1. Enable or disable Web Clock In
    2. Optional: Make comments mandatory during clock in/out
    3. Enable IP restriction (optional)
    4. Select allowed IP addresses for web clock in
      • To add new IPs, go to Admin > Attendance > Geo-fencing
    Click Next

Step 4. Configure Mobile Clock In

  1. Enable or disable Mobile Clock In
  2. Optional:
    • Make comments mandatory
    • Require approval for first clock in of the day
  3. Enable Geo-fencing
  4. Auto-clock in/out when users enter/exit location (optional)
  5. Select valid locations
    • To add locations, go to Admin > Attendance > Geo-fencing
Click Next

Step 5. Configure Regularisation

    1. Enable time entry adjustments
      • Choose who can adjust and how often
      • Set limits for backdated edits
    2. Enable attendance regularisation
      • Set frequency and backdate limits
      • Make reason mandatory (optional)
    3. Turn on approval requirement to route requests to managers
    Click Confirm to save the policy

    Frequently Asked Questions (FAQ)

    1. Can I enable only one type of clock-in (Web or Mobile)?

     Yes, you can enable either or both types depending on your company policy.

    2 . What happens if I don’t set Geo-fencing or IP restrictions?

    Employees can clock in from any location or network, which may not suit security-sensitive environments.

     

    3. Can I apply different settings for different teams?

    Yes, you can create and configure separate attendance policies for different employee groups.

    4. How does auto-clock in/out work for mobile users?

     When enabled, employees are automatically clocked in or out based on entering or leaving a geofenced area.

    5. Do employees see which policy they’re assigned to?

    No, employees won’t see policy names but settings like restrictions and notifications will apply to them based on assignment