Step 01 - Navigate to the Attendance module, and go to the More section under configurations, and then select the "Exception Rule Configuration."
Step 02 - Upon clicking, the following configuration screen will appear. Click the "Add Rule" button to create a new Exception Rule.
Step 03 - On the "Add Exception Rule" screen, click the dropdown menu and select a Rule Type from the available options.
Step 04 - Fill in all the required fields in the form to configure the exception rule.
Use the following table as a guide to fill the above fields.
Step 05 - Complete all the required fields and click on the Save button.
Field Label | Description | |
| Rule Type* | The Rule Type will be the specific rule that selected from the dropdown menu when adding the rule | |
| Rule Name* | Enter a name for this specific rule (e.g., "Grace Period for Incomplete Records"). | |
| Grace Period After Shift End (Minutes)* | Define the number of minutes after a scheduled shift ends during which the system will not flag an exception. | |
| Corrective Action(s)* | Select the action(s) to be taken or required when this exception occurs from the dropdown. | |
Available Options for the leave rule selected
| Incomplete Attendance Record
| |
Late Arrival
| ||
Missing Attendance Record
| ||
| Who Can Perform* | Specify which user roles (e.g., Global Admin, Supervisor) are authorized to address or approve exceptions triggered by this rule. | |
Let’s look at a few examples of how these rules can be configured under different scenarios.
Configuring the "Late Arrival" Exception Rule
An HR Administrator wants to configure a rule that automatically flags employee late arrivals exceeding one hour. So that supervisors can quickly identify and acknowledge significant attendance deviations, ensuring accountability and consistent policy enforcement.
The rule is configured as follows:
- Rule Type: Late Arrival – This rule monitors for employees who arrive after their scheduled start time.
- Rule Name: Late more than 1 hour – A descriptive name identifying that this rule specifically flags lateness exceeding one hour.
- Allowed Grace Period (Minutes): 60 – The system will only trigger an exception if an employee is late by more than 60 minutes. Arrivals within this 60-minute window will not be flagged.
- Corrective Action(s): Acknowledge – The designated action required when this exception occurs. Here, an authorized user must acknowledge the late arrival record.
- Who Can Perform: Global Admin – Specifies that only users with the Global Admin role are permitted to perform the "Acknowledge" action for exceptions triggered by this rule.
Enable this rule: Checked – This indicates the rule is currently active and the system is actively monitoring for late arrivals over one hour.
Configuring the "Incomplete Attendance Record" Exception Rule
A Global Admin wants to enable a rule that detects incomplete attendance entries (only one punch per day),
so that I can complete or correct the attendance data before payroll processing, reducing errors and ensuring fair compensation for hours worked.The rule is configured to identify and manage shifts where an employee has only one punch (either in or out, but not both).
- Rule Type: Incomplete Attendance Record – This rule flags shifts where an employee has recorded only a punch-in or a punch-out, resulting in an unpaired attendance entry.
- Rule Name: Incomplete Attendance Record – A clear name identifying the rule's purpose.
- Grace Period After Shift End (Minutes): 60 – The system will wait 60 minutes after an employee's scheduled shift ends before triggering this exception, allowing time for a potential missed punch to be recorded.
- Corrective Action(s): Edit Attendance Record – The designated action is to manually add the missing punch (either in or out) to complete the record.
- Who Can Perform: Global Admin and Default Supervisor – Specifies that users with either of these roles are authorized to perform the "Edit Attendance Record" action for exceptions triggered by this rule.
- Enable this rule: Checked – This indicates the rule is currently active and the system is monitoring for incomplete attendance records.
Configuring the "Missing Attendance Record" Exception Rule
A default supervisor wants to receive automated alerts for employees with missing daily attendance records.
So that I can promptly choose to edit their record, assign leave, or simply acknowledge the absence, maintaining accurate payroll and attendance tracking.
The rule is configured to identify and manage days where an employee has no recorded attendance.
- Rule Type: Missing Attendance Record – This rule flags days where an employee has neither punched in nor out.
- Rule Name: Missing Attendance Record – A descriptive name for the rule.
- Grace Period After Shift End (Minutes): 60 – The system will wait 60 minutes after an employee's scheduled shift ends before triggering this exception, allowing for potential late punch-outs.
- Corrective Action(s): When triggered, the following actions are available:
- Edit Attendance Record: Manually add or correct punch times.
- Acknowledge: Simply note and accept the missing record.
- Assign Leave: Assign a leave type (e.g., Unpaid Leave) to cover the absence.
- Who Can Perform: Global Admin and Default Supervisor – Specifies which user roles are authorized to take the corrective actions listed above.
Enable this rule: Unchecked – This indicates the rule is currently inactive, and the system is not monitoring for missing records.