Attendance discipline level policies

Discipline policies detect when an employee incurs attendance events, patterns, combined events, or lost time events. When one of these events occurs, the system can do one of the following:

Assigns points
Collect time
Invoke an action
Trigger a notification or an alert
Move the employee to a different discipline level or rule group

Discipline policies can also reset or adjust a balance at the end of a fixed period, for all employees who are participants in the policy on that last day of the period.

Define the policy

Select Administration > Application Setup > Attendance Setup > Attendance Policies.
Select New > Discipline and click Next.
Enter the Policy Name.
Select the Tracking period as Fixed or Rolling. Then select the specific tracking period (previously defined in Attendance Setup > Tracking Periods). Selecting Fixed disables the option to extend tracking periods in Policy Processing Exemptions.
Select a Discipline level.
On the General tab complete the following:
1. Enter the policy descriptions that explains the purpose of the policy.
2. Specify a Reference Start Date, which determines when the tracking period starts. Selections are previously defined. For Specific Date, use the calendar widget to select the date.
3. In Main Balance select a balance type from Points & Occurrences or Time. (After you save the policy, the Main Balance field is read-only.)
4. In Policy Processing Exemptions, select Extends tracking periods if you also selected a Rolling tracking period.
5. (Optional) Select a Combined Event that can be excluded.
6. Click Save.
On the Incident Rules tab complete the following:.
A response can be an assignment of points, an action, or a move to a discipline level.
When you define an incident rule, you must have at least one response to an attendance event, attendance pattern, combined event, or lost time event.
If you add events that track the same paycode edit but are used as different metrics for tracking, the system counts the paycode edit multiple times.
1. In Event/Pattern select an attendance event, attendance pattern, combined event, or lost time event that will be incorporated into the discipline policy.
2. In Number of Free Incidents enter the number of incidents for the selected event or pattern that an employee can incur without being penalized. If you selected an attendance pattern that is based on a threshold amount in a tracking period, the number is determined by the threshold.
3. In Points/Hours enter the number of points or hours to grant when the selected event/pattern occurs.
4. In Action select an action to take when the selected event or pattern occurs.
5. In Move Employee to Discipline Level select a discipline level to move the employee to when the event or pattern occurs.
  Following the move to another discipline level, you can select the option Proceed After Discipline Level Change. When selected, the processor continues to process all remaining rules and policies of the original discipline level. Otherwise, processing for the day ends with the level move.
6. Select a Balance Modification from the drop-down and enter an amount.
7. In Balance Types select the Balance Type from the list. When you save the policy, the Main Balance type appears on the rule row.
8. In Expiration Period, select an Expiration Period. This selection is available after you select a balance type that can expire. If you select None, the balance does not expire.
9. In Extends Expiration Period select a Combined Event that extends the expiration period. This selection is available after you select an Expiration Period from the Expiration Period drop-down menu. If you select None, the expiration is not extended.
10. In Alert select an alert to send when the policy rule is triggered.
On the Incident Number Rules Tab complete the following:
1. In Event/Pattern select an attendance event, attendance pattern, combined event, or lost time event that will be incorporated into the discipline policy.
2. Enter an Incident Number.
3. In Points/Hours enter the number of points or hours to grant when the selected event/pattern occurs.
4. In Action select an action to take when the selected event or pattern occurs.
5. In Move Employee to Discipline Level select a discipline level to move the employee to when the event or pattern occurs. This specifies the discipline level an employee is moved to when triggered by the corresponding event. For a Discipline Level policy this is triggered by Event, Pattern, Combined Event, or Lost Time Event.
  Following the move to another discipline level, you can select the option Proceed After Discipline Level Change. When selected, the processor continues to process all remaining rules and policies of the original discipline level. Otherwise, processing for the day ends with the level move.
6. Select a Balance Modification from the drop-down and enter an amount.
7. In Balance Types select the Balance Type from the list. When you save the policy, the Main Balance type appears on the rule row.
8. In Expiration Period, select an Expiration Period. This selection is available after you select a balance type that can expire. If you select None, the balance does not expire.
9. In Extends Expiration Period select a Combined Event that extends the expiration period. This selection is available after you select an Expiration Period from the Expiration Period drop-down menu. If you select None, the expiration is not extended.
10. In Alert select an alert to send when the policy rule is triggered.
On the Time Collection Tab complete the following:
Apply the same conditions to incidents that exceed the number of free incidents.
1. Select a Contributing event from the drop-down.
2. Enter the Number of Free Incident. This defines the number of times that the event can occur before it starts to be counted.
3. Select a Scheduled Time Balance from the drop-down.
4. Select a Worked Time Balance from the drop-down.
5. Select a Lost Time Balance from the drop-down.
Click Save to save the data and remain on the current page, or Save & Return to save the current data and return to the previous page.