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Set up Workgroups for Attendance Rules

Steps to configure your Workgroups correctly so that Attendance Rules calculate hours and pay accurately for your employees.

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Written by Andy Miles

Workgroups form the foundation of Attendance configuration, ensuring employees are grouped by shared calculation rules so the correct shift types, attendance logic, and pay outcomes are applied consistently. You can configure General Parameters, Advanced Part-Time Options, Timesheet Templates, and Non-Payroll Group settings to ensure accurate, rules-driven calculation of hours and pay aligned to each group's contractual terms.

⚠️Important: Full-time and part-time employees must be separated into different Workgroups. All Workgroups must operate on a weekly calendar to enable timesheet generation and part-time calculations.


General Parameters

To access General Parameters, go to WFM Admin Dashboard > WFM Configuration > Work Groups > General Parameters.

Configure the following settings for each Workgroup:

  • Shift Type — allocate the Calc Group RESTING Shift Type.

  • Generate Timesheets — switch On.

  • Pay Frequency — set to Weekly (default).

  • User Defined Calendar Group — switch Off.

  • Rostering Calculation Method — leave blank.

  • Team Scheduler Timesheet Template — set to the Attendance Manager Timesheet Template.

  • Sign Off not required for Payroll — switch On.


Advanced Part-Time Options

To access Advanced Part-Time Options, go to WFM Admin Dashboard > WFM Configuration > Work Groups > Payment Rules > Advanced Part Time.

📌Note: The settings in this section apply to part-time staff Workgroups only.

Use Advanced Part-Time Settings

Switch this on to tell XD to apply the correct part-time rules required for Attendance.

Initial Threshold

This defines the first threshold band. Enter Contract Hours to indicate that a staff member must work above their contracted hours before receiving overtime at the Ordinary Cinema View line rate.

Enhanced Threshold

This defines the next threshold band. Enter FTE Hours to indicate that a staff member must work above their FTE hours before receiving overtime at the Overtime Cinema View line rate.

Overtime Paid

This setting determines whether the Workgroup's specific Calculation Group receives overtime beyond the Enhanced Threshold:

  • Switch On if the Calculation Group is eligible for overtime above the Enhanced Threshold.

  • Switch Off if it is not eligible.

📌Note: Even when set to Off, XD will still pay overtime up to the Enhanced Threshold.

Contracted Days

Select the days that reflect the Workgroup's specific Calculation Group. For example, if a Calculation Group is not rostered on Sundays, switch Sunday off. This ensures that overtime related to thresholds is only calculated starting from Monday.


Timesheet Template

To update the Timesheet Template, go to WFM Admin Dashboard > WFM Configuration > Work Groups.

Update the Team Scheduler Timesheet Template to use the Attendance Manager template. Run the following SQL command, replacing the values as needed:

UPDATE CT_WORK_GROUP SET TIMESHEET_TEMPLATE_ID = 'TEMPLATE_REFERENCE' WHERE WORK_GROUP = 'WORKGROUP_CODE';

Non-Payroll Group

To access Non-Payroll Group settings, go to WFM Admin Dashboard > WFM Configuration > Group Non-Payroll Codes.

⚠️Important: If you have pay codes that are not related to Attendance, you may wish to create a Group Non-Payroll Codes group and assign it to your relevant Workgroups. This helps prevent non-attendance pay codes from being sent to Payroll if they are selected in error.

For attendance-related pay codes, the Payroll Indicator at Pay Code level must be configured correctly. The Attendance Generate Timesheet process does not reference the Group Non-Payroll Codes configuration when determining whether attendance pay codes should be passed to Payroll. Payroll inclusion or exclusion for attendance codes must therefore be controlled through the Payroll Indicator settings.

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