What are Schedule rules?

Schedule rules control how the system handles lateness, early leave, punching limits and how extra time is allocated as overtime or to a hours bank.

These rules are set when creating or editing a schedule and apply to all employees assigned to it.

Administrators and users with permission to Configure Schedules can adjust tolerances, limits and break compensation to match company policy.

1. Open an existing schedule

   • In Schedules, click the name of the schedule you want to adjust. The Details page opens.

   • Scroll down to the Notifications and alerts section to configure tolerances and limits.
     
     

2. Set late and early leave tolerance

   • In Notifications and alerts, choose how many minutes of Late Arrival and Early Leave are allowed before a punch becomes pending.

   • There are two tolerance rows: one related to the planned Entry/Exit and another related to the break start/end.
     
     

3. Configure schedule limits

   • Under Schedule Limits, set the Entry Limit (maximum time before the planned entry that a punch is accepted) and the Exit Limit (maximum time after the planned exit).

     • When exceeded, the punch becomes invalid and requires approval.

   • Check the Allow punches in days outside the planned schedule option if you wish to allow punches on days outside the stipulated work schedule without them being generated as invalid.
     
     

4. Specify break compensation

   • In Advanced Breaks Management choose how to compensate for unfinished breaks.
     • Follow pay policy rates: Follow the same compensation rules configured in the Pay Policies.
     • Don't compensate: Do not effectively compensate for unused break minutes.
     • Move to extra hours: Convert any unfinished break time to overtime.
     • Set as separate rates: Allocate the unused break period to a specific category that will be configured at the Pay Policies.
       
       

5. Other rules configuration

   • In the Night Shift section, check the box for shifts that extend past midnight and should be categorized for the day the shift ended. If night shifts are considered for the day the shift begins, leave this option unchecked.
   • In Schedule assignment requests, check the box if you want to restrict which groups can request a Schedule Assignment Request for the Schedule being created.
     • Note: If you are using a clock-in hardware device integration, remember that they require weekly schedules (of the Weekly type), and the schedule limit must also be defined.
       
       

Best practices

• Set realistic tolerances to avoid overburdening managers with approval requests.

• Review rules periodically to keep them aligned with company policy and labour laws.

• Align schedule rules with Pay Policies to ensure consistent handling of extra hours.

Frequently Asked Questions

1. What happens when the late‑arrival tolerance is exceeded? The punch is flagged as pending and must be reviewed and approved by a supervisor.

2. Can I set different tolerances for different groups of employees? No. Tolerances are defined per schedule. Create separate schedules with different settings for each group.