The Schedule Policy form is used to define how certain scenarios within a schedule should be handled. For example, this policy determines whether a warning will display if a person clocks in late.
This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.
The Schedule Policy determines what will happen when a person:
Clocks In early or late
Clocks Out early or late
Leaves for Break early or late
Returns from Break early or late
Posts an event outside of their schedule
Posts an event inside an Exclusion schedule
Posts a prohibited event
For each of these scenarios, the Schedule Policy determines whether to Warn, Forbid, Confirm, or Ignore the action.
Warn |
A warning message is displayed, but the action is allowed. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The action is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The action is allowed. No warning is displayed. |
See Also:
Schedule Policy Field Descriptions
Schedule Group
Name of the Schedule Policy.
Start Date, End Date
Effective dates of the Schedule Policy.
Clock In Early
Determines how the system will respond when a person clocks in early.
If your Message Policy includes the EARLY_CLOCK_IN message trigger, set Clock In Early to Confirm, Ignore, or Warn. If you select Forbid, the message trigger will not activate.
Setting |
Description |
Warn |
A warning message is displayed, but the early Clock In is allowed. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The early Clock In is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
No action. The early Clock In is allowed. |
Clock In Late
Determines how the system will respond when a person clocks in late.
If your Message Policy includes the LATE_CLOCK_IN message trigger, set Clock In Late to Confirm, Ignore, or Warn. If you select Forbid, the message trigger will not activate.
Setting |
Description |
Warn |
A warning message is displayed, but the late Clock In is allowed. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The late Clock In is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The late Clock In is allowed. |
Clock Out Early
Determines how the system will respond when a person clocks out early.
If your Message Policy includes the EARLY_CLOCK_OUT message trigger, set Clock Out Early to Confirm, Ignore, or Warn. If you select Forbid, the message trigger will not activate.
Setting |
Description |
Warn |
A warning message is displayed, but the early Clock Out is allowed. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The early Clock Out is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The early Clock Out is allowed. |
Clock Out Late
Determines how the system will respond when a person clocks out late.
If your Message Policy includes the LATE_CLOCK_OUT message trigger, set Clock Out Late to Confirm, Ignore, or Warn. If you select Forbid, the message trigger will not activate.
Setting |
Description |
Warn |
A warning message is displayed, but the late Clock Out is allowed. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The late Clock Out is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The late Clock Out is allowed. |
Leave Early
Determines how the system will respond when a person leaves for break early.
Setting |
Description |
Warn |
A warning message is displayed, but the person is allowed to leave early for break. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The person is not allowed to leave early for break. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The person is allowed to leave early for break. |
Leave Late
Determines how the system will respond when a person leaves for break late.
Setting |
Description |
Warn |
A warning message is displayed, but the person is allowed to leave late for break. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The person is not allowed to leave late for break. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The person is allowed to leave late for break. |
Return Break Early
Determines how the system will respond when a person returns from break early.
Setting |
Description |
Warn |
A warning message is displayed, but the person is allowed to return early from break. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The person is not allowed to return early from break. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The person is allowed to return early from break. |
Return Break Late
Determines how the system will respond when a person returns from break late.
Setting |
Description |
Warn |
A warning message is displayed, but the person is allowed to return late from break. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The person is not allowed to return late from break. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The person is allowed to return late from break. |
Outside All Sch
Determines how the system will respond when a person attempts to post an event outside any schedule.
Setting |
Description |
Warn |
A warning message is displayed, but the event posts. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The event posting is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The event posting is allowed. |
Inside Exclusion Sch
Determines how the system will respond when a person attempts to post an event inside an Exclusion schedule.
Setting |
Description |
Warn |
A warning message is displayed, but the event posts. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The event posting is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The event posting is allowed. |
Prohibited Event
Determines how the system will respond when a person attempts to post a prohibited event.
Setting |
Description |
Warn |
A warning message is displayed, but the event posts. Note: A warning message will not display if you use Add Punch Pair to post the event. |
Forbid |
The event posting is not allowed. A message is displayed. |
Confirm |
A warning is displayed. The user is asked to proceed or cancel. Note: When selecting Confirm in any of the Schedule Policy settings, you must add Margin Violation Prompts and Validations to the event to which you want the setting to apply. See Adding Prompts and Validations to an Event When Using CONFIRM in Schedule Policy for detailed steps. |
Ignore |
The event posting is allowed. |
Override Event Alg
This setting determines how a scheduled event will post when its Auto Event setting is OVERRIDE.
This setting currently has one option, Auto Post and Then Remove if Necessary. This setting indicates that the event will post automatically if it has not yet been punched, and if the same event is punched after the start time of the automatic event, the automatic event will be removed.
The Auto Event setting can be found in an Ad Hoc Schedule with an Event Template. It is also on the Event tab of the Schedule Cycle and Person Schedule forms, which are used to add events to a schedule.
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 > Configuration > Policies > Schedule Policy.
If necessary, click the 
Filter
button to display the Schedule
Group filter field.
You can also click the Clear button to remove all records from the form and empty the Schedule Group filter field.
To select a specific Schedule Policy, select it from the Schedule Group field. Otherwise, leave this field blank.
Click Find.
Click Main Menu > Configuration > Policies > Schedule Policy.
Click Add.
Enter a name for the Schedule Policy in the Schedule Group field.
Select the values for the rest of the fields. For details, see Schedule Policy Field Descriptions.
Click Save.
Click Main Menu > Configuration > Policies > Schedule Policy.
Select the schedule you want to modify.
Click Modify.
Edit the necessary fields. For details, see Schedule Policy Field Descriptions.
Click Save.
Click Main Menu > Configuration > Policies > Schedule Policy.
Select the schedule you want to duplicate.
Click Copy.
Edit the necessary fields. For details, see Schedule Policy Field Descriptions.
Click Save.
Click Main Menu > Configuration > Policies > Schedule Policy.
Select the schedule you want to delete.
Click Delete.
Click OK to confirm the action.