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Setting Up Attendance Rules

Learn how to configure Attendance Rules in PeopleXD Workforce Management to control how employee time, shifts, and pay are calculated.

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Written by Andy Miles

Attendance Rules determine how employee time, shifts, and pay are calculated based on attendance behaviour and defined conditions.


Rule types

The following rule types are available when configuring an Attendance Rule:

Rule Type

Code

Description

Apply pattern for status

Applies a shift type or pattern based on a status code (e.g. WRK, RW). Acts as a fallback for Apply Default Status Shift for Part-Time.

Exceed Rostered Daily Hours

ROSTER_HRS

Determines overtime when an employee works beyond their scheduled hours.

First Clocking Before/After

FIRST_CLOCK

Evaluates the first clock-in time relative to shift start. This is the first rule checked in the overtime cascade for part-time employees.

Make-Up Hours

MAKE_UP_HOURS

Handles the calculation and payment of hours worked to make up for previously missed time.

No Rule – All Hours at Attached Pay Code

Applies a single pay code to all hours. This is the simplest rule type.

Part-time overtime cascade

For part-time employees, the system checks rules in the following order:

  1. First Clocking Before/After rule (checked first).

  2. If not found — Exceed Rostered Daily Hours.

  3. Fallback — Apply pattern for status.


Configuring Attendance Rule fields

The table below describes each field available when setting up an Attendance Rule:

Field

Database Field

Description

Shift Type

SHIFT_TYPE

The employee's base shift (e.g. Resting pattern).

Rule Type

RULE_TYPE

Defines which rule logic applies.

Override Shift Type

OVERRIDE_SHIFT_TYPE

The shift type applied when the rule is triggered.

Date Effective

DATE_EFFECTIVE

The date from which the configuration becomes effective.

Fully Replace Pattern

FULLY_REPLACE_PATTERN

When set to Y, the override completely replaces the assigned pattern.

Compare Type

COMPARE_TYPE

The comparison logic applied (e.g. >, <).

Comparison Threshold

COMPARE_THRES

The threshold value used for comparison.

Threshold Time

COMPARE_THRESHOLD_TIME

A time-based threshold value.

Compare Unit

COMPARE_UNIT

Specifies whether the comparison is based on Time or Hours.

Status

STATUS

The status code the rule applies to (e.g. WRK, RW, S).

Pay Code

PAY_CODE

The pay code applied when the rule is triggered.

Ignore Entry

IGNORE_ENTRY

When enabled, skips this rule during processing.

Active

ACTIVE

Y/N — inactive rules are ignored during processing.

Calculate Roster Time

CALCULATE_PLANNED_DURATION

When enabled, calculates hours from actual clocked time.

Special Day Payment Rule

SPECIAL_DAY_RULE_ID

Links the rule to a special day payment scheme.

Late In / Early Out

LATE_OR_EARLY_OUT

Defines how late clock-ins or early departures are handled.

Pay Rostered Hours

PAY_ROSTERED_HOURS

When enabled, the employee is paid on rostered hours rather than actual hours worked.

Exceed Rostered Hours

EXCEED_ROSTERED_HOURS

When enabled, applies the overtime pattern when rostered hours are exceeded.

Use Assigned Pattern for Part-Time Overtime

PT_OVER_FTE_USE_ASGN_PATTERN

When enabled, uses the assigned daily pattern as the overtime pattern for part-time employees.

Sum Worked Hours Based On

MUH_SUM_WORKED_HOURS

Controls how make-up hours are calculated — either Clocks or Pay Code Multiplier.

Use Default Hours for Empty Day

PAY_CODE_RULE_USE_DEF_HOURS

Uses default hours when calculating pay for empty days.

Apply Default Status Shift for Part-Time

APPLY_DEF_SHIFT_PART_TIME

Part-time employees use the default (WRK) shift pattern for certain statuses.

Ignore Exceed Rostered Hours for Part-Time

IGNORE_EX_ROST_HOURS_PART_TIME

Prevents part-time employees from switching to an overtime pattern when they exceed rostered hours.


Make-Up Hours pay codes by day

When using the Make-Up Hours rule type, a separate pay code can be assigned for each day of the week:

Day

Database Field

Monday

MUH_MON_PAY_CODE

Tuesday

MUH_TUE_PAY_CODE

Wednesday

MUH_WED_PAY_CODE

Thursday

MUH_THU_PAY_CODE

Friday

MUH_FRI_PAY_CODE

Saturday

MUH_SAT_PAY_CODE

Sunday

MUH_SUN_PAY_CODE


How Make-Up Hours calculation works

The Sum Worked Hours Based On field controls how make-up hours are calculated. There are two available methods:

Method

Description

Example

Clocks

Based on actual worked time.

Target 8 hrs; worked 5 hrs — system pays an additional 3 hrs.

Pay Code Multiplier

Based on weighted (multiplied) hours.

Target 8 hrs; worked 5 hrs @ x1.5 = 7.5 equivalent — system pays an additional 0.5 hrs.

📌Note: The Pay Code Multiplier method accounts for weighted hours, meaning fewer make-up hours are owed when a higher pay rate multiplier has already been applied to worked time.

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