How to Run Attendance Policy for employees?
You need to run the attendance policy so that the late and weekend prefix and suffix rules are run and applied.
The basic steps to run attendance policy and then Payroll is as follows.
- Mark attendance (from attendance screen and/or leave request screen)
- Mark people are late/early/late and early. You need to change only IN Time and Out Time and save, the status gets updated automatically.
- Run Attendance Policy (Time And Attendance -> Attendance Policy Run) when the above two activities are done for the month. You run this by selecting Start Date and End Date and selecting the shift. It will check for all Late, Absent between the start and end date and apply the rules.
- Any leaves applied through the Attendance Policy run can be seen in Leave Quota Adjustment Report. They will be created as adjustments. If you sort by ID and go to the last, you can see adjustments are made automatically. You can check the memo to see why it was applied.
- If by any changes something was missed out, you can delete the Policy Run and re-run it. When you delete, all adjustments made will be removed and you can then add the missing attendance and re-run the policy.
- Check the monthly attendance report once to confirm
- Finally, Run the payroll
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