Configuring General Attendance Settings
This screen allows you to set the default settings for the work calendar, shifts, leaves, and approvals across the entire account, in line with your organization’s work policies.
Accessing the Screen
Navigate to “Attendance Settings,” then click “Attendance Configurations.”
Available Fields and Options
- Business Year Start Day: A required field that lets you set the first day of the leave/work year (month and day), used to calculate leave balances. The default value is “January” and “1.”
- Employee Secondary Base Shifts: An enable/disable toggle. When enabled, you can assign employees a secondary base shift in addition to their primary shift.
- Auto Calculate Self Attendance Logs: An enable/disable toggle. When enabled, attendance is calculated automatically for newly added self logs. The system calculates attendance from the last auto-calculation date, skips manually calculated days, and does not recalculate attendance included in approved attendance sheets.
- Logging Attendance During Approved Leave
- An enable/disable toggle (enabled by default):
- When allowed: Attendance is calculated from logs even if an approved leave exists.
- When not allowed: The day is calculated as leave, and attendance logs are marked as invalid.
Note: Approved attendance sheets are not affected.
- An enable/disable toggle (enabled by default):
- Past-Dated Leave Requests: An enable/disable toggle. When enabled, employees can submit leave requests for past dates.
- Default Approvals: This section lets you determine who can approve or reject leave requests, through three options (any one or more can be enabled together):
- Direct Managers: Enable direct managers to review and approve leave requests of their subordinates.
- Assigned Managers of Departments: Allow assigned department managers to approve leave requests for employees in their departments. Click “Manage Departments” to configure departments and their managers.
- Employees: Allow certain employees to approve leave requests. When this option is enabled, an additional search field appears to select the employees authorized to approve.
If no approval configuration workflow is applicable, these default approvals will be applied.
Saving the Settings
Click “Save” to apply the changes, or “Discard” to back out of any edits and return to the Attendance Settings page.