How to Create and Setup a New Time Attendance Policy

Learn how to create and set up a Time Attendance Policy with this easy step-by-step guide. Configure eligibility, approvals, set geolocation and more.

Before opening the Time Attendance module to all employees and managers, ensure that they have been assigned to the correct Time Attendance policies and that the policies have been set up correctly.

In this article, we will learn how to:

Create a new time attendance policy
Set up policy eligibility (either make it available to all employees or restrict it based on criteria)
Set up a policy supervisor and approval process
Set up policy rounding calculations (for overtime, lateness, and early out rounding)
Configure other policy settings (geolocation clock in : Following shift location and/or following custom location)

NOTE:

If you would like to know how to create new work shifts, please refer to [this guide].
If you would like to know how to create work schedules for work pattern Full Week and Custom, please refer to [this guide] and [this guide].

To Access the Time Attendance Policy:

Go to the HR Lounge.
Navigate to the Time Attendance module.
Click on the Policy tab
To:
1. Create a new time attendance policy : Click the +Create policy button.
2. Assign policy to an employee: Click the Assign policy button.
To setup and/or modify an existing policy, select the policy name to open its settings.
Inside the policy settings, there are:
1. Eligibility
2. Supervisor & Approval
3. Rounding Calculation
4. Other configuration (including geolocation clock-in)

For Geolocation Clock-in:

Enabling geolocation clock-in will restrict employees to clocking in only at a specific shift location and/or a custom location.

Once enabled, employees can only clock in using the BrioHR mobile app, and they must allow the app to access their location.

Shift Location : If selected, employees can only clock in at the location assigned to their shift. Please refer to [this guide] for how to create and assign location to a shift.

If the shift does not have a specific location, the system will fall back to the custom location (if configured).
If no custom location is configured, where will be no location restriction for clocking in.

Custom Location: If enabled, employees can clock in at any pre-configured custom location. Priority is given to the shift location when both options are active!

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.