Setting up Attendance Policies

Menu Path: Setup > HR Setup > Attendance Setup > Attendance Policies tab
Accessible to: Application Administrator

Please refer to the document on Automatic deduction of leaves based on attendance policies to understand this feature in detail.

Start data processing from: this parameter controls the period from which the policies will be applied. In the example shown above, attendance data from 1/October/25 will be used for policy based leave deduction.

Backdated changes to be included for upto xx months in past: through this parameter you can control the period for which data corrections / changes which are being done in past data are to be included. For example, if you are in January 2026 and the parameter is 1, then changes to December 2025 data will be considered but changed in November 25 or earlier period will not be considered.

Batch job to be run xx days later: this provides the offset which will be used to process attendance data. Data for 1/Oct will be processed on 4th October if the value inputted is 3.

Manual reversal of leaves: through this feature you can allow the selected roles to reverse leaves which have been created through this feature. The process of manual reversal can be done from HR Manager > Leaves > Policy Reversal tab. Refer article on Manual reversal of leaves deducted through attendance policy for more details.

To create Attendance Policy click on "Add Policy" button.

To create an attendance policy

Policy name: update the policy name (compulsory)

Policy description: update the policy description (optional). This is for internal reference and not shown to the employee

Leaves to be deducted: select the leaves which need to be deducted, make sure that the order of leaves is as per your requirement, leaves higher up in the order will be deducted first

Attendance rule: create attendance rules: each rule has to have at least one of the three parameters - Late Coming, Hours Worked or Hours Worked Within Shift, and each rule should have the deduction value specified.

Eligibility Criteria: policy will be mapped to employees meeting the eligibility criteria

Note 

1. The batch job for processing the attendance data against the rules will run after the post shift hours of the employee are over after the specified number of days.  

2. When this feature is activated the first batch job will be run at the end of post shift hour for each employee. 

3. Once the batch for a day is processed then any event which leads to a change in In and Out time and leads to remapping to the Attendance Policies will cause an immediate application of the policy.

Example

Suppose you activate this feature on 20/Oct and keep 1/Oct as the start date of processing.

Shift Start Time - 9 am

Shift End Time - 6 pm

Post Shift Hours - 1:30 am

Batch job to be run 3 days later

On 21/Oct at 01:30 am the first batch will run and this feature will be activated. In this batch data from 1/Oct till 16/Oct will be picked up for processing.

On 22/Oct at 01:30 am the second batch will run and data for 17/Oct will be picked up for processing.

Suppose the data for 17/Oct for an employee is as follows
In Time - 9:15 am
Out Time - 6:30 pm

Event 1 - On 22/Oct at 1:30 am the data for 17/Oct will be processed.

- since employee is late by 15 minutes, 0.25 of leave will be deducted. 

- an entry will be visible in Details of Leave Credit report
- an alert will be sent to employee informing of the deduction

- if no leave balances are available then LOP balance will be increased by 1

Event 2 - 
- on 23/Oct in the morning the employee submits an Attendance Updation request and gets the In Time corrected to 9:00 am 
- immediately on approval of the request another entry will be passed showing the reversal of the deduction of 0.25
- alert will be sent at the end of day

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