1- After Filling in the Attendance Policy details Click on 'Next'
2 - Click on 'Add New' to create a new Excuse Rule
3 - Fill in the Excuse details as follows
3.1 - Excuse Name in English : Excuse Name in English Language that should be unique for every request and will appear when creating an Excuse Request for an employee having that Attendance Policy
3.2 - Excuse Name in Arabic : same as name in English but appears in Excuse Request when Language is set to 'Arabic'
3.3 - Maximum Hours : Upper Limit for hours in one excuse
3.4 - Maximum Requests: maximum number of Excuse requests the employee can create of that excuse type
3.5 - Reset Type : Balance Reset of that excuse , either Annual, Semi Annual, Quarterly Or Monthly
3.6 - Exuse Type : one of the following types
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Payroll Deduction : requires selecting a pay element from pre-added pay elements with classification 'Excuse'
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Full Paid : does not require any additional information
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From Leave Balance : that excuse will be deducted from employee's leave balance and requires selecting a leave type to deduct from
4 - After Filling in the required Excuse Information click on 'Save Changes'
5 - Repeat from step 2 until all Exuses are added and then click on 'Next'
6 - Click on 'Add New' to create a new Absence Rule
7 - Fill in Absence Rule details as Follows
7.1 - Occurence : The sequence of absences, ranging from the first to the tenth instance. After each absence, the next rule is applied until all absences have been accounted for, with the final defined absence rule being applied last.
7.2 - Compensation Type : Defines how the absence will be compensated. It can be either deducted from the employee's leave balance of a specific type or deducted from the employee's salary through a predefined deduction classified as 'Attendance.'
7.3 - Leave Type / Pay Element : In case 'From Leave' was chosen in the previous field , you should choose the leave type where the leave balance will be deducted from, but
when 'From Payroll' is chosen the pay element that should be deducted from should be chosen
7.4 - Compensation Days: Number of days that should be compensated due to absence
8 - After Filling in the required details for the absence rule click on 'Save Changes'
9 - Repeat from Step 6 to add another Absence Rule then Click on 'Next'
10 - Click on 'Add New' to add a Miss Out Rule
11 - Fill in the required details as follows
11.1 - Occurence : The sequence of absences, ranging from the first to the tenth instance. After each absence, the next rule is applied until all absences have been accounted for, with the final defined absence rule being applied last.
11.2 - Compensation Type : Defines how the Miss Out will be compensated. It can be either deducted from the employee's leave balance of a specific type or deducted from the employee's salary through a predefined deduction classified as 'No Departure.'
11.3 - Leave Type / Pay Element : In case 'From Leave' was chosen in the previous field , you should choose the leave type where the leave balance will be deducted from, but
when 'From Payroll' is chosen ; choose the pay element that should be deducted from
11.4 - Compensation Days: Number of days that should be compensated due to Miss Out
12 - Click 'Save Changes' to save changes done to Miss Out Rule
13 - Repeat from Step 10 to add another Miss Out Rule then Click on 'Next'
14 - Click on 'Add New' to add a Shift
15 - Fill in the required Details of Shift as follows
15.1 - Name in English : Shift Name in English Language that should be unique for each and every shift
15.2 - Name in Arabic : Shift Name in Arabic Language
15.3 - Shift Start Time : Attendance for that shift starts from that time
15.4 - Shift End Time : Day Leave for that Shift starts from that time
15.5 - Duration In Hours : Auto Calculated as Diference between Day start Time and Day End Time in Hours but could be altered to indicate the required duration that the employee MUST attend during a day
15.6 - Duration In Minutes : Same as 'Duration in Hours' but whith a difference in Time Units
15.7 - No Earlier Than : Employee can not attend before that amount of minutes
15.8 - Late From : starting from that time employee is considered to be Late
15.9 - Late To : after that time employee is considered to be Absent
15.10 - No Earlier Than : Employee cannot be out before that certain amount of Minutes
if employee is out before the new out time he/she will be considered as early out
15.11 - Allowed Shortage : allowed amount of minutes that doesn't need to be compensated for attendance Shortage
15.12 - No Later Than : employee can not leave after that amount of minutes added to the shift end time
15.13 - Weekends : Weekend Days for that Shift where attendance is not required and if an employee attends during these days and a weekend overtime rule was defined the Weekend Overtime Rule will be applied to that employee
15.14 - Compensate Shortage : Triggered to be "ON" or "OFF" to indicate the Attendance Shortage applying to that Shift or not
Example : If an employee attends 30 mins after his/her indicated shift start time , he/she should compensate these 30 mins before leaving
15.15 - Deduction Pay Element : If "Compensate Shortage" is set to "ON" when a shortage occurs, select the pay element from the deductions classified as "Attendance Shortage" to deduct the shortage amount.
15.16 - Exceptional Days : used ONLY when there some days that require special in and out rule for employees in that shift
Example : On Thursdays , you want your employees to be earlier out or later in then you should create an exceptional day for Thursday with the new clock in and out time
15.17 - Add New : if you want to add a new exceptional rule click on 'Add New' skip the next step if you have no exceptional days
16 - Fill in Exceptional Days details as follows
16.1 - Day : Choose the day where the exception will occur whre they day MUST NOT BE not a weeked day
16.2 - Shift Start Time : new clock in start time
16.3 - Shift End Time : new clock out start time
16.4 - Click on Check mark to add the exception day rule
17 - Revise the shift details and click on 'OverTime Details' tab to add an Overtime Rule
18 - Click on 'Add New' to add a new overtime rule
19 - Fill in Overtime details as follows
19.1 - OverTime Type : either 'Working Day After Sunset' , 'Working Day before Sunset' , 'Public Holiday' Or 'Weekend' to indicate the Overtime Type
19.2 - Compensation Type : Defines how the OverTime will be compensated. It can be either added to the employee's leave balance of a specific type or entitled to the employee's salary through a predefined Entitlement classified as 'OverTime'
19.3 - Leave / Pay Element : In case 'From Leave' was chosen in the previous field , you should choose the leave type where the leave balance will be added to, but
when 'From Payroll' is chosen ; choose the pay element that should be entitled to
19.4 - Start Time : Start Time of considering the employee as OverTime
19.5 - End Time : Maximum Boundary where the Employee can do OverTime
19.6 - Duaration : Amount of Hours that is considered for the employee when he/she overtimes
20 - After Finalizing the Overtime Details click on 'Save'
21 - Repeat from step 18 to add other Overtime Rules and when done click on 'Lateness Details' tab
22 - Click on 'Add New' to define a late rule
23 - Fill in the required late details as follows
23.1 - Compensation Type : Defines how the Lateness will be compensated. It can be either deducted from the employee's leave balance of a specific type or deducted from the employee's salary through a predefined deduction classified as 'Late'
23.2 - Leave/Pay Element : In case 'From Leave' was chosen in the previous field , you should choose the leave type where the leave balance will be deducted from, but
when 'From Payroll' is chosen ; choose the pay element that should be deducted from
23.3 - Compensation Days : Number of Days equivalent to that leave
23.4 - Occurence : The sequence of lates, ranging from the first to the tenth instance. After each late, the next rule is applied until all lates have been accounted for, with the final defined late rule being applied last.
23.5 - From : Minimum Boundary for late in minutes
23.6 - To : Maximum boundary for late in minutes
24 - After Filling in the required details for a late rule click on 'Save'
25 - Click on 'Early Out Details' tab to add an early out rule
26 - Click on 'Add New' to add a new early out rule
27 - Fill in the required Early Out details as follows
27.1 - Compensation Type : Defines how the Early Out will be compensated. It can be either deducted from the employee's leave balance of a specific type or deducted from the employee's salary through a predefined deduction classified as 'Late'
27.2 - Leave/Payment Type : In case 'From Leave' was chosen in the previous field , you should choose the leave type where the leave balance will be deducted from, but
when 'From Payroll' is chosen ; choose the pay element that should be deducted from
27.3 - Compensation Days : Number of Days equivalent to that leave
27.4 - Occurence : The sequence of Early Out, ranging from the first to the tenth instance. After each late, the next rule is applied until all Early Out have been accounted for, with the final defined Early Out rule being applied last.
27.5 - From : Minimum Boundary for Early Out in minutes
27.6 - To : Maximum boundary for Early Out in minutes
28 - After Filling in the required Early Out details click on 'Save' then Click on 'Save Shift' to add the shift to the Attendance Policy
29 - Repeat from step 1 to add a new shift if required then click on 'Next' to save the Attendance Policy
