Skip to content
Log in
  • There are no suggestions because the search field is empty.

Edit Penalisation Policy

Summary

Edit Penalisation Policy lets admins update an existing penalisation policy under Admin > Attendance > Penalisation. Use it to change the policy title, description, effective date, penalisation types, or reviewees.

Detailed penalty rules remain managed separately through Configure.

In this article

  • Before you begin
  • Using Edit Penalisation Policy
  • Navigate to Admin Attendance
  • Open the edit form
  • Update the form
  • Save changes
  • 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 Attendance page permission in the Admin module to access Admin > Attendance.

Using Edit Penalisation Policy

Penalisation policies appear as cards on the Penalisation tab.

Use Edit when you need to update the main details of an existing penalisation policy before reviewing or changing its detailed Configure settings.

Navigate to Admin Attendance

Go to Admin > Attendance > Penalisation.

The page title is Attendance.

Open the edit form

Select the required policy card, or open the three-dot menu (⋮) > Edit.

The Edit Penalisation Policy form opens with the existing policy information.

Update the form

Update the required policy details.

  • Title – update the policy title. The placeholder is Title. This field is required.
  • Description – update the policy description. The placeholder is Description.
  • Effective Date – update the date when the policy applies. The format is DD/MM/YYYY.

An AI Generate option is available for Description.

The Description field displays the character counter:

150 Characters Remaining

Update penalisation types

Under What do you penalise for?, choose the attendance issues that should apply to the policy.

Available options include:

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

Changing these options may affect which detailed settings are available when you next open Configure.

Update reviewees

Use the Reviewees assignment area to change which employees the penalisation policy applies to.

The Reviewees section uses the same assignment options available when adding a penalisation policy.

Update the required employees or groups, then continue to save the policy.

Save changes

Select Save to update the penalisation policy.

After the changes are saved successfully, Plumm displays:

Penalisation updated

If Save does not succeed, review the policy title, description, effective date, and reviewee assignment before trying again.

After you save

The Penalisation tab refreshes with the updated policy information.

Configure remains available from the policy card menu when you have the Configure Penalisation Policy permission.

Editing the main policy does not replace the separate Penalisation Setting configuration.

If you change the selected penalisation types, the available Configure steps may change the next time you open the policy configuration.

Frequently Asked Questions (FAQ)

  • Who can edit a penalisation policy?
    Users who can access the Penalisation tab and open the Edit Penalisation Policy form can edit the policy. The supplied information does not show a separate Edit Penalisation Policy permission label.
  • Does editing a policy change its Configure settings?
    Configure is managed separately through Penalisation Setting. However, changing the penalisation type checkboxes may affect which Configure steps appear when you next open the policy.
  • Can I change which attendance issues are penalised?
    Yes. Update the options under What do you penalise for? and save the policy.
  • Can I change the reviewees after creating the policy?
    Yes. Update the Reviewees assignment and select Save.
  • Can I change the effective date?
    Yes. Update Effective Date using the DD/MM/YYYY format.
  • What should I do if Save fails?
    Check the title, description, effective date, and reviewee assignment, then try again.