Attendance Actions

On this page you can complete the following:

  • Create new actions
  • Duplicate actions from existing attendance actions
  • Edit existing actions
  • Edit manual adjustments

Create the attendance action

All actions begin with active status.

  1. Navigate to Administration > Application Setup > Attendance Setup > Attendance Actions.
  2. Enter an Attendance Action Name that reflects the purpose of the action.
  3. (Optional)Enter a Description.
  4. Enter a Display Name, enter a name that appears throughout Attendance Setup.
  5. Enter a Code , an abbreviation for the attendance action.
  6. Select the Action Effective Date — When you select the effective date, remember that there might be a difference between the date and time that an action is triggered or recognized, and the date and time that the employee knows about the action

    For Example: When the manager administers the action to the employee and the action is considered completed. When you choose the date keep in mind:

    • Action Triggered Date — The date when the attendance processor first triggers the attendance action.
    • Action Completed Date — The date when the attendance action status is marked as completed.
  7. (Optional) Select Auto Complete Action.
  8. (Optional) Select Auto Forward Documents options.
    1. Select one or more recipients of the documents.
    2. Enter a Subject and Message.
  9. In Document Template Name, choose a template from the drop-down list for each Locale as needed.
  10. Click Tap Save.

Note: If completing the attendance configuration sequence, the next configuration step is to define Balance Types