Adding an attendance point

In most scenarios, points are automatically attributed to an employee when the employee does not adhere to an attendance policy. You can configure how and when RMS attributes points to employees using the Employee Points work rules. However, managers can also add points manually from the Attendance screen.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. In the menu pane, select T&A > Attendance Points and Events.
   The Attendance screen appears.

3. If necessary, select Points view.
   The Points view is the default view for the screen. 

   Click here for field descriptions.

   

   * Personally identifiable information has been obscured or altered in the above image.

    Fields on the Points view of the Attendance screen

   #	Field	Description	Notes
   1	Expandable sections	Expand a section to view points that are pending review, excused, or acknowledged.
   	Points Pending Review	Expand to view points that require manager review.
   	Points Acknowledged	Expand to view points marked as acknowledged.
   	Points Excused	Expand to view points marked as excused.
   2	Point card	Displays a quick view of details for the point. Select a point card to open the Point Details pane where you can excuse, acknowledge, or delete the point.
   	Points	Number of points assessed.	Read-only.
   	Name	Name of the employee who received the point(s).	Read-only.
   	Date	Date on which the point was assessed.	Read-only.
   	Reason	Reason the point was assessed.	Read-only.
   	Duration	Number of hours affected by the violation.	Read-only.
   	Hours	Start time and end time for the affected shift.	Read-only.
   	Source	Icon that indicates whether a point or event was manually entered by a manager or was automatically generated by a work rule. Rule ()—The point was automatically applied by a work rule. Manual ()—The point was added manually.	Read-only.
   3	Point Details pane	Select a point card to open the Point Details pane where you can excuse, acknowledge, or delete the point.
   	Name	Name of the employee who received the point(s).	Read-only.
   	Date	Date on which the point was assessed.	Read-only.
   	Reason	Reason the point was assessed.	Read-only.
   	Hours	Number of hours affected by the violation.	Read-only.
   	Points	Number of points assessed.	Read-only.
   	Job	Job for the affected shift.	Read-only.
   	Scheduled shift	Displays details for the affected shift.	Read-only.
   	Point type	Type of point. The point type reflects the action that caused the point to be assessed. For example, if an employee punched in late, the point type is Late In.	Read-only.
   	Source	If the point was entered manually, this field displays the username of the person who added the point. If the point was generated automatically by RMS, this field displays the rule item that created the point.	Read-only.
   	Created on	Date and time when the point was assessed.	Read-only.
   	Status	If the point has been acknowledged or excused, this field displays the details of the status change.	Read-only. If the point is pending review, no status is shown.
   	Note	Enter a note for the point.
   	Excuse	Mark the point as excused. Excused points are not counted in the total point accumulation that results in an event.
   	Acknowledge	Mark the point as acknowledged to denote that a manager has reviewed and addressed the point.
   	Delete	Delete the point.

4. Select Add Point.
   The Add Point dialog box appears.
   

   Click here for field descriptions.

   Fields on the Add Point dialog box

   Field	Description
   Date	Date on which the point was incurred.
   Employee	Name of the employee to whom the point is applied.
   Points Type	Type of point.
   Points	Number of points to be applied.
   Duration	Number of hours affected by the infraction.
   Note	Enter a comment to associate with the point.
   Cancel	Closes the dialog box without applying your changes.
   Add Point	Applies your changes and closes the dialog box.

5. In the Date field, enter or select a date from the calendar on which the point should be recorded.

6. In the Employee drop-down list, select the employee to whom you want to attribute the point. 

   You can also type the employee's name into the field. As you type, the list updates to show only employees matching your entry.

7. In the Points Type drop-down list, select the type of point to add.

8. In the Points field, enter the number of points to attribute to the employee.

9. In the Duration field, enter the number of work hours that were affected by the infraction.
   For example, if the employee was 33 minutes late to work, you might enter 0.5 hours into the field.

10. In the Note field, enter any necessary comments, such as the reason why the point is added or whether there are any circumstances in which the point should be excused.

11. Select Add Point.
    The new point is created. A card displaying the point details appears in the Points Acknowledged section of the Attendance screen.