Total Balance policy rules are based on the total number of points awarded for a specific point balance, time balance, or formula result balance. You can create attendance policies containing rules that track total points thresholds for discipline or reward purposes, depending on the balance type selected for the policy. When a specific point balance falls between a point range for the first time, the system invokes an action or moves an employee to a different discipline level Transfer an employee from one attendance policy to another discipline level following occurrences of attendance events. Discipline levels are also referred to as steps.. You can define a total balance policy that is processed on the last day of the tracking period.
Create the Total Balance policy
- SelectAdministration > Application Setup > Attendance Setup > Attendance Policies.
- Enter the Policy name and Discipline Level.
- Select a tracking period type from Fixed or Rolling and a previously defined tracking period.
- Select the General tab
- Choose the Reference Start Date
- In Main Balance, select the balance type of points or time.
- To enable points to roll off the calendar as the tracking period moves forward in time, select:
- If the points can expire for this policy, select the check box Amounts awarded by this policy expire.
- In Expiration Period, select a time frame that shows when the policy expires.
- To have total balances evaluated only at the end of a tracking period, not daily, select Enforce policy rules on last day of tracking period only.
Specify the Rules
If you are editing a rule, its minimum and maximum point range is displayed.
- Select the Rules tab
- In From Balance, enter the beginning number in the range of time, points, or calculated balance for a particular threshold tracked by the attendance policy.
- In To Balance, enter the ending number in the range of time, points, or calculated balance for a particular threshold tracked by the attendance policy.
For a policy with Last Day Only, when an employee’s total points are within this range, one or both of a specified action or a discipline level move can occur.
For a policy without Last Day Only, when an employee’s total points are within this range and the From Balance threshold is achieved, one or both of a specified action or discipline level can occur.
- In Action, select the action that occurs when the total balance reaches the threshold.
- In Move Employee to Discipline Level field, select a discipline level change the total balance threshold is reached. This specifies the discipline level an employee is moved to when triggered by the corresponding event. For a Total Balance policy this is triggered when the balance reaches a certain amount.
Then, in Proceed After Discipline Level Change, which is inactive unless you have changed the discipline level, choose the option to continue processing after the employee moves to discipline level.
- In Balance Modification, select to either reset or adjust the rule balance. If the Rule Balance Reset and the Tracking Period Balance Reset for the policy are resetting the same balance, the Tracking Period Reset for the policy takes precedence. If the Rule Balance Adjustment and the Tracking Period Balance for the policy are modifying the same balance, the two balance amounts are added.
- In Amount, enter the balance modification number.
- If this is for an Adjustment, the amount must be less than the difference of the minimum and maximum values.
- If this is for a Reset, the amount must fall within the minimum and maximum range for the balance type.
- In Balance Type, choose from Points & Occurrences or Time.
- In Expiration Period, choose the previously defined periods.
- To enable the expiration period to extend, select a Combined Event from Extends Expiration Period. If you select None, the expiration is not extended.
- In Alert, select notification to send to appropriate employees, such as the manager and the affected employee, when the policy rule is triggered.
- Click Save