Set minimum hours and shortfall rules
Create rule profiles with a daily minimum, a grace period, and optional deductions and overtime thresholds.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
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
Screens used
Steps
- 1
Open Attendance rules
On: /hrmsOpen HRMS and choose Attendance rules.
You should see: Rule profiles, with a New profile button.
- 2
Create a profile
On: /hr/attendance-rulesPress New profile and give it a Name.
You should see: A new profile to fill in.
- 3
Set the daily minimum
On: /hr/attendance-rulesIn 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
Vary by weekday
On: /hr/attendance-rulesUnder 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
Set grace and deductions
On: /hr/attendance-rulesSet 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.
One row per shot, in the same order as the guide. Estimated length 2:00, recorded signed in as HR or owner. Use made-up data only. How to record
Say: Set minimum hours and shortfall rules. Create rule profiles with a daily minimum, a grace period, and optional deductions and overtime thresholds.
Hold until you see: Lesson title on screen for three seconds.
Say: Open HRMS and choose Attendance rules.
Hold until you see: Rule profiles, with a New profile button.
Say: Press New profile and give it a Name.
Hold until you see: A new profile to fill in.
Say: 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.
Hold until you see: The minimum hours are set.
Say: 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.
Hold until you see: Each weekday shows its own hours or a dash.
Say: 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.
Hold until you see: The profile describes the agreement in full.
Say: That is set minimum hours and shortfall rules. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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