Steps: Set Up Attendance Management
Security: These domains in the Time Tracking functional area:
- Reports: Time Tracking
- Set Up: Time Attendance
You can define attendance alerts for your organization and use a points system to encourage attendance policy compliance. You can associate attendance events with points and give managers the ability to justify attendance infractions or override points when needed. Workday also displays attendance alerts on the
Edit and Approve Time
report.- Access theCreate Time Attendance Statustask.
- Create 1 or more attendance statuses.Example: You want Workday to alert you when a worker checks in or checks out more than 10 minutes before or after their scheduled time. You create these attendance statuses:
- Early Check-In (>10 min.)
- Late Check-In (>10 min.)
- Early Check-Out (>10 min.)
- Late Check-Out (>10 min.)
- Access theCreate Time Attendance Point Configurationtask.Enter a point value for each time attendance status. You can also enter a date in theExpires After (Days)field so that after a particular number of days, Workday removes the attendance points from the worker. Enter a value between 1 and 366.
- Access theCreate Time Attendance Justification Reasontask.
- Create reasons that managers can select to justify an attendance event. Example: Medical Appointment.
- Access theCreate Time Attendance Rule Settask.
- As you complete the task, consider:
Option Description Effective DateEnter an effective date. When testing, ensure that the attendance rule set is active on or after the date that you're testing.OrderWorkday runs the rules in order of priority. Workday only applies 1 attendance status per check-in or check-out event.Attendance StatusSelect an attendance status that you've created, or create a new one.Time Punch TypeWorkday automatically populates this field based on your selection in theShift Eventcolumn.MinutesEnter the number of minutes before or after a shift event when Workday should apply this status to the time block.Relational OperatorSelect eitherLess ThanorGreater Than.Shift EventThe shift event from the worker's work schedule calendar or Workday Scheduling. When you don't want to track attendance for meals and breaks, select:- First In of the Schedule Shiftto evaluate the first scheduled shift block of the day. Example: The morning work block before a meal but not the meal block.
- Last Out of the Schedule Shiftto evaluate the last scheduled shift block of the day. Example: The afternoon work block after a meal.
Example: To create a rule that applies the status Late from Meal Break to workers who are more than 10 minutes late returning their 30-minute meals, enter these values:Attendance StatusLate from Meal BreakMinutes40Relational Operatorgreater thanShift EventAfter Meal Start - (Optional) Set Up No Shows.
- Access theCreate Time Attendance Rule Eligibilitytask.
- Select aRule Setand eligibility rules to apply the rule set to groups of workers.You can select groups of workers based on Time Tracking eligibility rules and increase performance by adding a country or job profile.Workday recommends that workers only be eligible for 1 time attendance rule set at a time. When workers are eligible for multiple time attendance rule sets at once, Workday only applies 1 rule set. Workday applies the oldest rule set first.
- To give managers the ability to modify time attendance data, configure these security domains in the Time Tracking functional area:
- Maintain: Adjust Attendance Points for Workers
- Worker Data: Justify Time Attendance Status
- Worker Data: Mass Justify Time Attendance Status
This example illustrates how Workday evaluates time attendance when shifts contain meal breaks.
A worker is scheduled to work the 8:00 AM - 4:30 PM shift with a 12:00 PM - 12:30 PM meal break. To check time attendance, Workday splits the shift into 2 shifts:
Shift | Hours |
|---|---|
Premeal | 8:00 AM - 12:00 PM |
Postmeal | 12:30 PM - 4:30 PM |
When the worker checks in at 2:00 PM, Workday compares the check-in time to the nearest shift, the postmeal shift. Workday determines that the worker is 1.5 hours late for this shift. If you want Workday to determine that the worker checked in 6 hours late, create a rule with an
Attendance Status
of Late Check In
and set Shift Event
to First In of the Schedule Shift
.You can access these reports to view time attendance data:
- Time Attendance Entry Records for Workers
- Time Attendance Points for Workers