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Module 9 of 12 · Team, attendance and payroll · Lesson 12 of 15

Set minimum hours and shortfall rules

Create rule profiles with a daily minimum, a grace period, and optional deductions and overtime thresholds.

5 minAdvancedFor: Agency owner or managerLast checked
Video tutorial coming soon

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Attendance rules describe each person's agreement: how many hours a day, how much lateness is forgiven, and whether repeated short days lead to a deduction. The system does the arithmetic; HR approves anything that affects money.

By the end you can

  • Create a rule profile
  • Set a minimum, grace and per-day hours
  • Decide on deductions

Steps

  1. 1

    Open Attendance rules

    On: /hrms

    Open HRMS and choose Attendance rules.

    You should see: Rule profiles, with a New profile button.

  2. 2

    Create a profile

    On: /hr/attendance-rules

    Press New profile and give it a Name.

    You should see: A new profile to fill in.

  3. 3

    Set the daily minimum

    On: /hr/attendance-rules

    In the profile set the base minimum: tick that the person has a minimum and enter the hours per day. Leave it unticked for someone with no minimum, such as an intern.

    You should see: The minimum hours are set.

  4. 4

    Vary by weekday

    On: /hr/attendance-rules

    Under Per-weekday enter different hours for particular days, for example a short Saturday. A blank day uses the base minimum; 0 means no minimum that day.

    You should see: Each weekday shows its own hours or a dash.

  5. 5

    Set grace and deductions

    On: /hr/attendance-rules

    Set the Grace in minutes. Under Deduction either leave it as no salary deduction, or enable it and say how many short days lead to how many days deducted.

    You should see: The profile describes the agreement in full.

Tips

  • Be sure the rules match the employment contract and local labour law before enabling deductions.
  • One profile can be the default for everyone not given another.

Troubleshooting

A person's days are judged by the wrong rules.
They are on the default profile, or on another one. Assign the right profile to them.
You changed a rule but last week's days look the same.
A rule change applies to future days. Days already closed keep the result they had.
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