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Attendance configuration sequence
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Attendance formula policies
Formula policies are the results of specific mathematical operations using point and occurrences, time balances, or both.

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    - Attendance Profiles
      Attendance profiles contain attendance policies and control the order in which the system processes the policies and their associated rules.
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      - Attendance Policies
        Attendance policies define the rules for employee attendance behavior and the result of conforming or violating those rules.
      - Attendance discipline level policies
        Discipline policies detect when an employee incurs attendance events, patterns, combined events, or lost time events.
      - Attendance formula policies
        Formula policies are the results of specific mathematical operations using point and occurrences, time balances, or both.
      - Perfect attendance policies
        Perfect Attendance policy rules are based on perfect attendance definitions, which are based on specific attendance events, attendance patterns, combined events, and lost time events. When an employee attains perfect attendance, the system grants reward points, invokes an action, or moves the employee to a different discipline level.
      - Previous actions policies
        Previous Actions policy rules are based on the occurrences of previous actions.
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        Total Balance policy rules are based on the total number of points awarded for a specific point balance, time balance, or formula result balance.
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      Balance types are storage areas for managing attendance points.
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      A tracking period defines a date pattern range over which attendance tracking occurs. You can designate a tracking period during which rules are evaluated for each attendance policy.
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      Perfect attendance definitions are a collection of attendance events, attendance patterns, or combined events that disqualify an employee from attaining perfect attendance.
    - Combined events
      Combined events are multiple attendance events. Combined events let you manage related events as one event.
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Attendance formula policies

Formula policies are the results of specific mathematical operations using point and occurrences, time balances, or both.

Two examples of formula policies are percentage of lost time and occurrence rate. For example, to calculate the percentage of lost time, lost hours are divided by scheduled hours and multiplied by 100. For example, to calculate an occurrence rate, the number of occurrences, implemented as points, is either divided by the number of worked days, implemented as points, or the number of scheduled days, implemented as points, and then multiplied by 100.

Formula policies are the results of specific mathematical operations using points and occurrences, time balances, or both.

Example of formula results that can be used in a policy Occurrences as a percentage of lost time or an occurrence rate that calculates to a percentage or actual value of unexcused time.

Create the policy

Select Administration > Application Setup > Attendance Setup > Attendance Policies.
Enter the Policy Name and select the Discipline Level. from the drop-down.
On the General tab complete the following:
1. Enter a Description that reflects the purpose or use.
2. Enter an Attendance Detail label.
3. In Reference Start Date, select the start date that begins the tracking period for an attendance policy.
On the Formula tab complete the following: Design your formula and test the results before you automate the calculation. In Formula choose from Points & Occurrences or Time daily values from the balance types that are listed.

Your formula can include multiple balance type values added or subtracted from any category. However, the calculation must be logical for your situation.
1. Choose a multiplier of blank ( value of 1) or 100, which calculates as a percentage.
2. In Result, select from list of previously defined balance types, which must be a calculated value.
3. Enter a Display Name that is used throughout Attendance Setup.
4. Enter an abbreviated Code.
Click Tap Save.