The first step before configuring any attendance policy is to decide whether Line Managers can decide on the payroll impact of these attendance policies.
A. Decide on whether line managers should be allowed to create an impact on employee's compensation
Under Configuration > Attendance, you will see a toggle switch as shown below. If the toggle switch is enabled, then it means that line managers will be allowed to create an impact on employee compensation.
If the Line Manager toggle switch is OFF then Line Manager can only either reject - if the request is not to be approved for extra worked hours OR mark as reviewed if the request is to be approved.
Note: If the Line Manager toggle switch is ON, then the HR and Line manager can both take the same actions i.e. they can add the overtime compensation to the payroll table, deductions to the payroll table, or days in lieu of the employee's time off.
Once we have updated the line managers setting, we need to set the 'Minimum extra hours threshold' value for requesting overtime.
For eg. if the minimum extra hours threshold is set to 30 minutes, then an employee cannot request overtime if he/she works for 25 minutes as it is less than the threshold value of 30 minutes.
B. Configure Overtime, Days in Lieu, and Deduction policies
Over time, days in lieu and deductions policy can be configured from the Configuration page
Go to Settings > Configuration > Attendance
Expand the drop-down and click on Add New to setup the overtime, days in lieu, and deduction policies
Click on the links below to understand how to create each attendance policy -
C. Deactivate overtime, days in lieu, or deduction policy
One can deactivate the policy from the Configuration page
Configuration > Attendance > Drill down arrow besides Overtime Policies > Toggle button to activate or deactivate a policy
Click here to know how to request compensation for extra worked hours
Click here to know what actions a line manager can take on overtime, days in lieu, and deduction requests
Click here to know what actions an HR manager can take on overtime, days in lieu, and deduction requests