Attendance Rules Operands

This IF operand checks if any hours have posted on the day.

 

This is an action operand (configured as a THEN statement). The operand should be used only with the following operands:

- Worked Following Day by Amount (checks if the person worked for a specific amount on the post date immediately following the holiday, where that post date is not a holiday itself, according to the person's holiday calendar)

- Worked Following Day by Schedule (checks if the person worked for a specific amount on the post date immediately following the holiday, where that post date is a scheduled day and not a holiday itself, according to the person's holiday calendar)

When the operand is used with one of the above mentioned IF operands and the IF operand returns true, the Fix Unqualified Holiday checks the following:

1. If the current time is after the end of the schedule, if any, for the following day and

2. If the qualified event has NOT posted for each holiday day it is after.

If both of these are true, the holiday qualification rules must fire again for each holiday day. If an unqualified event has already posted, it must be cancelled prior to posting the qualified event. The operand cancels/removes the unqualified event prior to posting the qualified event.

Parameters:

Hours = Determines the hourly amount to post. Enter an hourly value or right-click to add an operand to calculate the value.

Points = Determines the amount of points to post. Enter a numeric value or right-click to add an operand to calculate the points.

Shift Num = Determines which Shift Num to post (if any). Select None, a Shift Num (if any are configured), or right-click to add an operand to calculate the value.

 

This IF operand returns the length of the event transaction in hours based upon rounded time stamps.

 

This IF operand returns the length of the event transaction in seconds based on rounded time stamps.

 

This IF operand returns the sum of the PAID hours for the post date, based on the normal schedules.

Parameters:

Include Overtime = Determines whether overtime schedules should be included. Select Include Overtime or Exclude Overtime.

Example: A person normally has 8.0 paid hours on a day. On a particular day they also have 2.0 hours on an overtime schedule. If the person fails to show for the day, they could get either 8.0 hours or 10.0 hours on a No Show event, depending on whether the overtime schedule is or is not included.

 

This IF operand returns the number of hours a person has posted for a particular event in a specific date range. This operand can be used to create rules for disciplinary violations that occur if a person posts a number of specific event hours in a date range. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

The parameters for this operand are Event Name, Date Range Type, Range Amount (only required for certain Date Range Types), Include Today, Extend for Inactive Days, and Week Start Day (only required for certain Date Range Types). For information on these parameters, see Points Field Descriptions.

Note: Specific Date Range, Current Calendar Week and Current Calendar Month are not available as Date Range Types for this parameter.

 

This IF operand returns the time stamp of the last action on the post date.

 

This IF operand returns the time stamp of the end of the latest normal schedule on the post date, including overtime schedules.

 

This IF operand returns the count of all Late Arrival and Early Departure transactions in the pay period.

 

This IF operand returns the count of all Late Arrival and Early Departure transactions in the pay week.

 

This IF operand returns the sum of all posted hours for the day. Note that if there is a holiday transaction, that transaction may fulfill the schedule. If so, the holiday transaction counts as being the sum of all paid hours for normal schedules for the day.

Parameters:

Include Hours Type = Indicates whether to include all posted hours (All Hours) or only paid posted hours (Only Paid Hours).

 

This IF operand returns an amount in hours. It is the sum of the posted paid hours for the post date subtracted from the sum of the scheduled paid hours on all normal schedules for the post date. If this value is < = 0, it returns 0.  

This operand is intended to be used for the Day Worked task, but may be applicable elsewhere.

 

This IF operand returns events posted for requests, such as Vacation and other Time Off. Its intended use is for the Event Name parameter of the Post Event operand, so that the event in the time off request will be returned.

 

This IF operand returns hours posted for events in requests, such as Vacation and other Time Off events. Its intended use is for the Hours parameter of the Post Event operand, where it specifies to use the hours in the request instead of a flat amount of hours.

 

This IF operand returns the sum of the length in hours of all Late Arrival and Early Departure transactions in the pay period, including the new Late Arrival or Early Departure.

 

This IF operand returns the sum of the length in hours of all Late Arrival and Early Departure transactions in the pay week, including the new Late Arrival or Early Departure.

 

This IF operand returns the sum of the length in hours of all Late Arrival and Early Departure transactions on the post date, including the new Late Arrival or Early Departure.

 

This IF operand specifies that the person must have a disciplinary level. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

 

Checks if the current post date is a Gap Day. A gap day is a post date that:

1. Contains one or more schedules with a Gap Number > 0.

2. Contains no schedules at all or just schedules that do not require the person to work, such as Ad Hoc Placeholder, Availability, Exclusion, Overtime, and Optional normal schedules.

 

This IF operand checks if the post day is a scheduled day. It is the opposite of Is a Gap Day.

 

This is IF operand checks if the person’s person_type is CONTRACTOR.

 

This IF operand checks if current time (in GMT) is later than the latest normal schedule end for the post date (including normal overtime schedules).

Some rules fire only after the person’s schedule has ended in order to give the person a chance to enter time, return after leaving early, etc.

 

This IF operand checks if the duration of the event is greater than the indicated percent of scheduled hours.

This operand is most often used as a comparison with the length of a transaction. For example, a Late Arrival may yield a particular event if the person is late by 50% of their schedule or more. By definition, the percentage of schedule is based upon the sum of the lengths of the normal schedules for the post date. These lengths include paid and unpaid time.

Parameters:

Percentage = Indicates the percentage value used when checking if the event duration is greater than the indicated percentage value of schedule hours. Enter a numeric value or right-click to add an operand to calculate the value.

 

This IF operand checks if the event listed in the Event Name parameter is already posted in the pay period. In this context, “pay period” means whatever pay period the system is processing.

Parameters:

Event Name = Indicates which event this operand will look for in the pay period. Select an event name from the drop-down list.

 

This IF operand checks if the event listed in the event parameter is already posted in the pay week. “Pay week” means whatever pay week the system is processing.

Parameters:

Event Name = Indicates which event this operand will look for in the pay week. Select an event name from the drop-down list.

 

This IF operand checks if the event listed in the Event Name parameter occurs in a specific number of consecutive scheduled post dates.

Parameters:

Event Name = Indicates which event this operand will look for in the day range. Select an event name from the drop-down list.

Number of Days = Indicates how many consecutive scheduled post dates to check for the event posting. Enter a number or right-click to add an Operand to calculate the value.

 

This IF operand checks if the Event Name parameter is already posted on the posting date type given for the given posting date range.

In this context "Post Date" means whatever post date the system is processing. It does not necessarily mean today.

Parameters:

Event Name = Indicates which event the operand will look for on the post date. Select an event name from the drop-down list.

Posting Date Type = Indicates what kind of day will be checked for the Event Name. Select Scheduled, Gap, or Any.

Posting Date Range = Indicates which day to process in relation to the post date. Select Current, Previous, or Next.

 

This IF operand checks if the Event Name parameter is already posted within the given relative date range.

Parameters:

Event Name = Indicates which event the operand will look for in the date range.  Select an event name from the drop-down list.

Start Date = The value entered here determines on which day the Post Date Range starts. For today, enter 0. For tomorrow, enter 1, for yesterday, enter -1, etc. For example, if the rule needs to know if there’s a No Show event in the past 30 days, the date range is 29 days ago to today. The Start Date would be -29.

You can also right-click in the field and add an operand in order to calculate the start date.

End Date = The value entered here determines on which day the Post Date Range ends. For today, enter 0. For tomorrow, enter 1, for yesterday, enter -1, etc. For example, if the rule needs to know if there’s a No Show event in the past 30 days, the date range is 29 days ago to today. The End Date would be 0.

You can also right-click in the field and add an Operand in order to calculate the end date.

Note: The End Date value must be greater than the Start Date value, but both parameters can be negative, zero, or positive.

 

This IF operand checks if the Event Type is already posted in the pay period.

In this context, "Pay Period" means whatever pay period the system is currently processing.

Parameters:

Event Type = The available options are Event Types listed as either LABOR or ATTENDANCE.

 

This IF operand checks if the Event Type is already posted in the pay week.

In this context, "Pay Week" means whatever pay week the system is currently processing.

Parameters:

Event Type = The available options are Event Types listed as either LABOR or ATTENDANCE.

 

This IF operand checks if the Event Type is already posted in the selected posing date type, in the given posting date range.

In this context "'Post Date" means whatever post date the system is processing.

Parameters:

Event Type = The available options are Event Types listed as either LABOR or ATTENDANCE.

Posting Date Type = Indicates what kind of day the post date must be. Select Scheduled, Gap, or Any.

Posting Date Range = Indicates which day to process in relation to the post date. Select Current (to process the post date), Previous (to process the day prior to the post date), or Next (to process the day after the post date).

 

This IF operand checks if the Event Type is already posted for a given relative date range.

Parameters:

Event Type = The available options are Event Types listed as either LABOR or ATTENDANCE.

Start Date - The value entered here determines on which day the Post Date Range starts. For today, enter 0. For tomorrow, enter 1, for yesterday, enter -1, etc. For example, if the rule needs to know if there’s a No Show event in the past 30 days, the date range is 29 days ago to today. The Start Date would be -29.

You can also right-click in the field and add an Operand in order to calculate the start date.

End Date - The value entered here determines on which day the Post Date Range ends. For today, enter 0. For tomorrow, enter 1, for yesterday, enter -1, etc. For example, if the rule needs to know if there’s a No Show event in the past 30 days, the date range is 29 days ago to today. The End Date would be 0.

You can also right-click in the field and add an Operand in order to calculate the start date.

 

This IF operand returns true if the person's Employment Profile has Full/Part Time set to FULL_TIME.

 

This IF operand returns true if the person's Employment Profile has Full/Part Time set to PART_TIME.

 

This IF operand checks if the person has not signed the post date (Employee Sign).

 

This IF operand checks if HR has not signed the post date (Payroll Lock).

 

This IF operand checks if a supervisor has not signed the post date (Supervisor Sign).

 

This IF operand checks if the current time (determined by the Applicable Time parameter) is inside the person's schedule.

Parameters:

Applicable Time = Determines if the current time is the person's Last Clock Out or Now.

 

Use this operand to select a value that is the opposite of a specified value.

For example, use the operand Not( Is a Scheduled Day() ) to require a Gap Day.

Parameters:

Value = Enter a value in this field or right-click and choose an operand to calculate this value.

 

This THEN operand posts the specified Event Name and number of Hours for the person and post date that is being processed.

Parameters:

Event Name = Indicates which event to post. Select an event from the drop-down list.

Note: Some Attendance events do not accept rulesets that use the Post Event operand where the event name is not of the same type as the Attendance Event. For example, when a penalty event posts, you must choose a penalty event in the event name parameter as the event to post. The table below displays the default event names associated with the Attendance tasks in the Attendance Policy.

Attendance Event	Associated Event Name
DAY WORKED	DAY_WORKED
EARLY DEPARTURE	EARLY_DEPARTURE
HOLIDAY	HOLIDAY
LATE ARRIVAL	LATE_ARRIVAL
NO SHOW	NO_SHOW
OUTSIDE GAP	OUTSIDE_GAP
SHORT DAY	SHORT_DAY
TIME OFF	TIME_OFF

Hours = Indicates the hourly amount to post. Enter an hourly amount or right-click to add an Operand to calculate the value.

Note: The indicated hours will post only if the event is an elapsed event. If it is not an elapsed event, the indicated hours will be ignored.

 

This THEN operand posts the indicated event for the specified amount of hours with the specified amount of points for the person and post date that is being processed.

Parameters:

Event Name = Indicates which event name to post. Select an event from the drop-down list.

Hours = Indicates the hourly amount to post. Enter an hourly amount or right-click to add an operand to calculate the value.

Points = Indicates the amount of points to post. Enter a points value or right-click to add an operand to calculate the value.

 

This THEN operand posts a holiday event for the specified number of hours for the specified shift number.

Parameters:

Holiday Event Type = This parameter determines whether the holiday event that posts will be a Qualified Holiday or an Unqualified Holiday. If you select Qualified Holiday, the holiday event that posts will be the Event defined in the person’s Holiday Calendar. If you select Unqualified Holiday, the event that posts will be the Unqualified Event defined in the Holiday tab of the person’s Attendance Policy.

Hours = Indicates the number of hours to post. Enter a numeric value or right-click to add an operand to calculate the value.

Shift Num = Determines which shift to post (if any). Select a shift from the drop-down list (the available options are defined in the Shift Definition form) or select None if you want the shift to be determined based on the person’s Shift Policy.

 

This THEN operand post a holiday event for the specified number of hours for the specified shift number with the specified number of points.

Parameters:

Holiday Event Type = This parameter determines whether the holiday event that posts will be a Qualified Holiday or an Unqualified Holiday. If you select Qualified Holiday, the holiday event that posts will be the Event defined in the person’s Holiday Calendar. If you select Unqualified Holiday, the event that posts will be the Unqualified Event defined in the Holiday tab of the person’s Attendance Policy.

Hours = Indicates the number of hours to post. Enter a numeric value or right-click to add an operand to calculate the value.

Points = Determines the number of points to post. Enter a numeric value or right-click to add an operand to calculate the points.

Shift Num = Determines which shift to post (if any). Select a shift from the drop-down list (the available options are defined in the Shift Definition form) or select None if you want the shift to be determined based on the person’s Shift Policy.

 

This IF operand is used to determine when a person has reached a number of penalty points in a specific date range. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

Parameters:

Point Value = Total number of points that must be reached in the specified range of time for this rule to apply. Enter an hourly amount or right-click to add an operand to calculate the value.

Date Range Type = Date range that will be considered when determining the number of points.

Calendar Year To Date: Determines the person’s penalty points from January 1 of the current year to the current date.

Previous X Days: Determines the person’s penalty points a specified number of days prior to the current day. Specify the number of previous days in the Range Amount parameter. Set Include Today to TRUE to find penalty points accumulated today as well.

Previous X Weeks: Determines the person’s penalty points a specified number of weeks prior to the current day. Specify the number of previous weeks in the Range Amount parameter. Set Include Today to TRUE to find penalty points accumulated today as well.

Previous X Months: Determines the person’s penalty points a specified number of months prior to the current day. Specify the number of previous months in the Range Amount field. Set Include Today to TRUE to find penalty points accumulated today as well. For example, if today is August 31st, the Range Amount is 2, and Include Today is FALSE, the rule will find the person’s penalty points from June 30 to August 30.

Previous X Calendar Weeks: Determines the person’s penalty points for a specified number of calendar weeks prior to but not including the current calendar week. The calendar week is based on the Week Start Day parameter. You must specify the number of previous calendar weeks in the Range Amount parameter.

Previous X Calendar Months: Determines the person’s penalty points from the 1st day of the month that is a specified number of calendar months prior to the current month, until the last day of the month before the current month. Specify the number of previous calendar months in the Range Amount parameter. For example, if today is February 15, 2011, and the Range Amount is 3, then the rule will find the person’s penalty points from November 1, 2010 to January 31, 2011.

Last Calendar Year: Determines the person’s penalty points from January 1 of the previous year until December 31 of the previous year.

Range Amount = The Range Amount parameter specifies the number of previous days, weeks, months, etc. for which the rule will find the person’s points. This parameter is needed when the Date Range Type parameter is set to Previous X Days, Previous X Weeks, Previous X Months, Previous X Calendar Weeks, or Previous X Calendar Months.

Include Today = This parameter is needed when the Date Range Type parameter is set to Previous X Days, Previous X Weeks, or Previous X Months. Set this parameter to TRUE if you want the range of previous days/weeks/months to count back from today. Set this parameter to FALSE if you want the range of previous days/weeks/months to count back a day earlier.

Extend for Inactive Days = This parameter determines whether the rule will skip days when the employee was inactive when determining the range of days for which to find points. For example, an employee takes a leave of absence for 3 days, during which his status is Inactive. You want to find the employee’s points for the last 10 days that he was active. In this case, you will set Extend for Inactive Days to TRUE, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find points. If Extend for Inactive Days is set to FALSE, the rule will find points for the last 10 days, even if the employee was inactive all or part of the time.

Week Start Day = This parameter determines the start of the week when the Date Range Type parameter is set to Previous X Calendar Weeks or Current Calendar Week.

 

This THEN operand resets the person’s point level so the person has no level (Level 0). Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

 

This THEN operand determines how the DISCIPLINARY_LEVEL_CHANGE message trigger will be activated. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy. This ruleset is used to notify supervisors of point level changes.

Parameters:

Direction = This parameter determines whether the message trigger will activate when the person’s point level goes Up or Down.

Override Person List = Determines which supervisors will be notified of the person’s level change.

If you are using the Send Level Change Message operand, make sure the Set Level operand is placed before the Send Level Change Message operand. The Send Level Change Message operand triggers a message based on whether the person’s level has gone up or down; therefore the Set Level operand must come first to determine the direction of the level change.

When notifying supervisors of changes in their employees’ point levels, the Send Level Change Message operand and other operands in the Attendance Ruleset will override the settings in the DISCIPLINARY_LEVEL_CHANGE message trigger.

 

This THEN operand changes the person’s point level. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

Parameters:

Level Number = This parameter is the actual Level Number that will be set. The Level Number must be an integer.

Level Name = This parameter is the name of the level that will be set. The Level Name is a text field. For example, Level Number “1” may have the Level Name “Verbal Warning.”

The person’s point level can be viewed in the Points tab of the Employee form.

If you are using the Send Level Change Message operand, make sure the Set Level operand is placed before the Send Level Change Message operand. The Send Level Change Message operand triggers a message based on whether the person’s level has gone up or down; therefore the Set Level operand must come first to determine the direction of the level change.

When you are defining a ruleset for disciplinary levels, the more restrictive rules for the higher levels should be have higher priority so they will be processed first. See Ruleset for information on ordering rulesets.

 

This THEN operand will stop processing all rules in the ruleset for the person and post date, even if there are more rules in the ruleset that are sequenced after this rule.

 

This THEN operand creates a list of supervisors that will be notified when a person’s point level changes. Use this operand when creating a ruleset for the Attendance Levels setting of an Attendance Policy.

This list of supervisors will be based on Supervisor Roles, the supervisor level offset, and the offset type. This operand is designed for use in the Override Person List parameter of the Send Level Change Message operand.

Parameters:

Role = Specifies which Supervisor Role to include; select All Roles, No Roles, or one of the roles defined in the Supervisor Role form . For example, if you select All Roles, then managers with any Supervisor Role assignment will be included but managers who do not have a Supervisor Role assignment will not be included. If you select No Roles, then managers who do not have a Supervisor Role assignment will be included. If you select a specific Supervisor Role, then managers who are assigned to that role will be included.

Offset = Indicates the level of supervisor that will be included. For example, if a message needs to go to a person’s Primary Supervisor and the person above the Primary Supervisor, set the Offset to 1 to specify the person above the Primary Supervisor. The default value is 0; you do not need to specify the Offset Type if the Offset is 0.

Offset Type = Can be set to Supervisor or Hierarchy.

The Hierarchy option determines the offset level of supervisors based on their hierarchy level. The hierarchy level is defined in the Person Group Manager tab of the Hierarchy Elements form.

The Supervisor option determines the offset level of supervisors based on their inclusion in the DIRECT_MANAGER or SUPERVISOR_MANAGER Person Groups . For example, a Supervisor offset of “1” will include the primary supervisor and the primary supervisor’s manager.

Note: If a manager has authority over a person through inheritance only (i.e., the manager is the primary supervisor of the employee’s manager and therefore inherits authority over the employee), then this manager will not be included in the list of supervisors to receive the message unless the Offset and Offset Type are configured appropriately.

 

The True operand always returns a value of True. For example, to make sure that a rule is executed in all circumstances, create an IF clause with only the True operand.

 

This IF operand is typically used with the Fix Unqualified Holiday operand.

The operand is used with rules where a person only qualifies for a holiday if they’ve “worked enough” on the post date immediately following the holiday. The operand checks if:

1. The person has worked the indicated flat amount on the post date immediately following the holiday and

2. The post date is not a holiday itself.

Parameters:

Hours = Indicates the flat amount to post. Enter an hourly amount or right-click to add an operand to calculate the value.

Day Within Pay Period = Determines if the following day must be within the pay period. Select Only within Current Pay Period if the following day must be within the pay period. Select Ignore Pay Period if the following day does not have to be within the pay period.

 

This IF operand is typically used with the Fix Unqualified Holiday and Post Holiday operands.

The operand is used with rules where a person only qualifies for a holiday if they’ve “worked enough” on the post date immediately following the holiday. The operand checks if:

1. The person has worked the indicated amount (see parameters) on the post date immediately following the holiday and

2. The following day is a scheduled day and

3. The following day is not a holiday itself.

Note: “Not a holiday” is based on the holiday calendar, not on the presence of a holiday event transaction.

Parameters:

Percentage = Indicates the percentage of the schedule that is required. "100" is the same as “All”. Enter a value or right-click to add an operand in order to calculate the value.

Include Overtime = Determines whether or not Overtime schedules should be included when calculating what the scheduled hours are. Note that Optional or Exclusion schedules are NOT included whether Overtime is included or not. Select Include Overtime to include overtime schedules when calculating the scheduled hours. Select Exclude Overtime to exclude overtime when calculating the scheduled hours.

Day Within Pay Period = Determines whether or not the post date immediately following the holiday must be within the Pay Period. Select Only within Current Pay Period if the following day must be within the pay period. Select Ignore Pay if the following day does not have to be within the pay period.

 

This IF operand is designed for use with the Post Holiday operand.

The operand is used with rules where a person only qualifies for a holiday if they’ve “worked enough” on the post date prior to the holiday. The operand checks if:

1. The person has worked the indicated flat amount on the post date prior to the holiday and

2. The prior day is not a holiday itself.

Note: “Not a holiday” is based on the holiday calendar, not on the presence of a holiday event transaction.

Parameters:

Hours = Determines the flat amount that is required of the person to work on the prior day. Enter the flat amount in hours or right-click to add an operand to calculate the value.

Day Within Pay Period = Determines if the prior day must be within the pay period. Select Only within Current Pay Period if the prior day must be within the pay period. Select Ignore Pay Period if the prior day does not have to be within the pay period.

 

This IF operand is designed for use with the Post Holiday operand.

The operand is used with rules where a person only qualifies for a holiday if they’ve “worked enough” on the post date immediately prior to the holiday. The operand checks if:

1. The person has worked the indicated amount on the post date prior to the holiday and

2. The post date prior to the holiday is a scheduled day and

3. The post date prior to the holiday is not a holiday itself.

Note: “Not a holiday” is based on the holiday calendar, not on the presence of a holiday event transaction.

Parameters:

Percentage = Indicates the percentage of the schedule that is required. "100" is the same as “All”. Enter a percentage value or right-click to add an operand to calculate the value.

Include Overtime = Determines whether or not Overtime schedules should be included when calculating what the scheduled hours are. Note that Optional or Exclusion schedules are NOT included whether Overtime is included or not. Select Include Overtime to include overtime schedules when calculating the scheduled hours. Select Exclude Overtime to exclude overtime when calculating the scheduled hours.

Day Within Pay Period = Determines whether or not the prior day must be within the Pay Period. Select Only within Current Pay Period if the prior day must be within the pay period. Select Ignore Pay if the prior day does not have to be within the pay period.