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Edit Attendance Policy

Summary

This guide explains how to edit an existing attendance policy in Plumm. You can modify the policy title, description, effective date, clock-in options, and assignment criteria.

In this article

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

Before you begin

  •  You must have administrative access to the Attendance section to edit policies.
  • Ensure you have the correct policy details to update.

Step 1. Edit an attendance policy

  1. Navigate to Admin > Attendance and select the Manage tab.
  2. Locate the attendance policy you want to edit.
  3. Click on the three dots (ellipsis) next to the policy and select Edit.
  4. In the Edit Attendance Policy form, you can modify the following fields:
    • Title: Change the name of the attendance policy.
    • Description: Update the description of the policy (optional).
    • Effective Date: Set or change the date the policy will come into effect.
    • Enable Web Clock In: Enable or disable the web clock-in option for employees.
    • Enable Mobile Clock In: Enable or disable the mobile clock-in option for employees.
    • Assign To: Choose who the policy applies to:
      • All Employees
      • Select By Condition
      • Select By Name (for selecting specific employees).
  5. Once you've made the necessary changes, click Save to update the policy.

Frequently Asked Questions (FAQ)

1. What does the ‘Enable Web Clock In’ option do?

This option allows employees to clock in using the web interface if checked. Unchecking it will disable this feature.
 

2 .What happens if I select ‘Select By Condition?

Selecting Select By Condition lets you assign the policy based on specific conditions or employee attributes
(e.g., department, role).

3.Can I modify the effective date after saving the policy?

Yes, you can update the effective date anytime through the Edit option.
 
 

4. Can I assign the policy to specific employees using their names?

Yes, you can select Select By Name to assign the policy to specific employees.
 
 

5. How do I ensure the changes are applied immediately?

After clicking Save, the updated policy will be applied based on the assigned criteria. Make sure to verify the effective date and assignment to avoid delays.