The Points tab on the Employee form is used to view and manage a person's penalty points. Penalty points are posted when penalty events occur. Penalty events are Late Arrival, Early Departure, No Show, and Short Day.
Penalty points can also be applied when an event has a MANUAL_POINTS setting. Manual points are applied when the event is posted to the timecard using the Add Elapsed or Replace Punch options.
In order for an employee to automatically receive points when posting a penalty event, the Attendance Points module is required and:
The employee’s Attendance Policy must have points enabled.
The penalty event (Early Departure, Late Arrival, No Show, Short Day) must be enabled in the Attendance Policy.
The penalty event's Points setting in the Attendance Policy must indicate the number of points to apply.
If you want the DISCIPLINARY_LEVELS task of the ATTENDANCE service to determine a person’s point level and which supervisors will be notified of the point and level changes, configure the Attendance Levels of the Attendance Policy .
Note: If a penalty event was triggered via the client terminal or Web Time Clock, the LABOR_ALL_MT service must run before points will show.
See Also:
Exclude Removed
Check this box if you do not want to display removed points in the grid. By default, this box is not checked and the Removed box in the grid will be checked to indicate points that were removed.
Points in range
Total number of points that the person has accumulated for the specified date range. If points were removed, they will not be counted in this total.
Current Level
Displays the person’s current disciplinary level. This level is set by the DISCIPLINARY_LEVELS Task of the ATTENDANCE service . The person’s Current Level appears in this field, regardless of the number of points records appearing for the specified date range.
Range Type
The Range Type options determine the number of points records that will appear on the form. If you select an option other than Specific Date Range, the Start Date and End Date will update accordingly.
Specific Date Range: Use the Start Date and End Date fields to specify the date range for which you want to view the person’s attendance points.
Calendar Year To Date: Displays the person’s penalty points from January 1 of the current year to the current date.
Previous X Days: Displays the person’s penalty points a specified number of days prior to the current day. You must specify the number of previous days in the Range Amount field. Check Include Today if you want to display penalty points accumulated today as well.
Previous X Weeks: Displays the person’s penalty points a specified number of weeks prior to the current day. You must specify the number of previous weeks in the Range Amount field. Check Include Today if you want to display penalty points accumulated today as well.
Previous X Months: Displays the person’s penalty points a specified number of months prior to the current day. You must specify the number of previous months in the Range Amount field. Check Include Today if you want to display penalty points accumulated today as well. For example, if today is August 31st, the Range Amount is 2, and Include Today is not checked, the form will display the person’s penalty points from June 30 to August 30.
Previous X Calendar Weeks: Displays 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 you specify. You must specify the number of previous calendar weeks in the Range Amount field.
Previous X Calendar Months: Displays 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. You must specify the number of previous calendar months in the Range Amount field. For example, if today is February 15, 2011, and the Range Amount is 3, then the form will display the person’s penalty points from November 1, 2010 to January 31, 2011.
Last Calendar Year: Displays the person’s penalty points from January 1 of the previous year until December 31 of the previous year.
Current Calendar Week: Displays the person’s penalty points from the calendar week that contains today. You must specify the Week Start Day.
Current Calendar Month: Displays the person’s penalty points from the calendar month that includes today.
Start Date, End Date
If you select Specific Date Range as your Range Type, you need to specify the Start Date and End Date for which you want to view the person’s attendance points. Otherwise, the Start Date and End Date fields will update automatically when you select a Range Type, Range Amount, Include Today, and other settings.
Range Amount
The Range Amount specifies the number of previous days, weeks, months, etc. for which the person’s points will appear.
The Range Amount must be specified for the Previous X Days, Previous X Weeks, Previous X Months, Previous X Calendar Weeks, and Previous X Calendar Months Range Types.
Week Start Day
When you select Previous X Calendar Weeks or Current Calendar Week as your Range Type, the Week Start Day determines the start of the week for which points will appear.
Include Today
Include Today determines the range when you select Previous X Days, Previous X Weeks, or Previous X Months as your Range Type. If this box is checked, the range of previous days/weeks/months will count back from today. If you do not check this box, the range of previous days/weeks/months will count back a day earlier. For example, today is February 15 and you want to view points for the last 10 days. If Include Today is not checked, you will view points from February 5 to February 14. If Include Today is checked, you will view points from February 6 to February 15.
Extend for Inactive Days
If the range for which you are displaying points will include some days when the person was inactive (the Employment Status in their Employment Profile is Inactive), this setting allows you to increase the range that number of days. For example, a person takes a leave of absence for 3 days, during which their status will be Inactive. You want to view the person’s points for the last 10 days that the person was active. In this case, you would check Extend for Inactive Days in order to extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to display. If you do not check Extend for Inactive Days, points will appear for the last 10 days, even if the person was inactive all or part of the time.
The Extend for Inactive Days option is available for the Previous X Days, Previous X Weeks, and Previous X Months Range Types.
Post Date
Identifies when the points were posted.
Points
Identifies the number of points for the specified Post Date.
Event
Identifies the penalty event that resulted in the points. This field will be blank if the points were added manually.
Removed
When this box is checked, it indicates that the points were removed. You can click the History button to see when the points were removed.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Employee Management > Employee.
Select the person record whose points you want to view.
Click the Points tab located on the lower half of the form.
If necessary, click the Filter
button 
to display the filter fields.
If you want to hide any removed points, check the Exclude Removed box.
Select the Range Type for the number of point records you want to appear.
Click Find.
The applicable records will appear.
Click Main Menu > Employee Management > Employee.
Select the person record to which you want to add points.
Navigate to the Points tab and click Add.
Select the Post Date and enter the number of Points.
The Comment field is optional; you can enter additional information regarding these points.
Click Save.
Click Main Menu > Employee Management > Employee.
Select the person record for which you want to modify points.
Navigate to the Points tab and select the record you want to modify.
Click Modify.
Change the number of Points and enter an (optional) Comment.
Click Save.
Click Main Menu > Employee Management > Employee.
Select the person record for which you want to remove points.
Navigate to the Points tab and select the record from which you want to remove points.
Click Remove.
Enter an (optional) Comment and click Remove.
On the Points tab, the Removed box will now be checked for this record.
The History button on the Points tab shows how a specific points record has changed. To use this button:
Click Main Menu > Employee Management > Employee.
Select the person record for which you want to view a points history.
Navigate to the Points tab and select the record for which you want to view a points history.
Click History.
The History pop-up form opens. See History for more information on this form.
The Level History button on the Points tab shows how the person’s attendance level has changed over time. The attendance level is set by the DISCIPLINARY_LEVELS task of the ATTENDANCE service when you configure the appropriate Attendance Ruleset.