Create attendance policy

The Attendance Policy page in the greytHR Admin portal allows you to create attendance policies for your employees and add rules to the policies. You can view the existing attendance policies on the page. The page provides you with the option to clone a policy, edit policy header information, edit policy information, and also delete a policy. 

You can perform the following actions on the Attendance policy page:

1. Create attendance policy.

2. Clone a policy.

3. Edit attendance policy information.

To view the Attendance Policy page, click the Settings icon > System Settings > Attendance > Attendance Policy.

Create attendance policy

To create an attendance policy, perform the following actions:

1. On the Attendance Policy page, click + Add Attendance Policy. The page expands.

2. In the Policy Name text box, enter the attendance policy name.

3. In the Description text box, enter a short description of the attendance policy.

4. Click Save. A success message appears and you can view the new policy on the Attendance Policy page.

Clone a policy

Clone is to create a copy of an existing policy. You can clone a policy if you want to create another policy similar to the existing policy. After cloning the policy, you can make minor changes to the cloned policy. This saves your time and effort. To clone a policy, perform the following actions:

1. On the Attendance Policy page, click the Clone Policy icon available on each attendance policy. The particular policy card expands.

2. In the Policy Name text box, enter the attendance policy name.

3. In the Description text box, enter a short description of the attendance policy.

4. Click Clone to save the changes. A success message appears, and you can view the cloned policy on the Attendance Policy page.

Edit attendance policy information

To edit the attendance policy information, perform the following actions:

1. On the Attendance Policy page, click the Edit Policy Info icon available on each attendance policy. The page displays options to configure the attendance policy.

2. From the dropdown list, select the required options such as Attendance Status Criteria, Penalty Rules, and Regularization Rules to configure attendance policy rules for your employees.

3. Click the All Rules tab in each option to configure rules for your employees.
   Note: You can edit the rules by clicking the Edit icon available next to each attendance policy rule.

4. Click the Selected Rules tab in each option to view the rules you select for your employees.

5. Click the Next and Previous buttons to shuffle between the Attendance Status Criteria, Penalty Rules, and Regularization Rules pages.

6.  Click Finish to save the attendance policy. 

Note: 

• You can edit the attendance policy header info by clicking the  Edit Policy Header Info icon available on each attendance policy. 

• You can delete a policy by clicking the Delete icon available on each attendance policy. Only a policy that is not linked to an Attendance Scheme can be deleted.

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.