Exemption Type
A list of the reasons the client accepts for forgiving an attendance mark, so an Exemption Request can say why rather than just that.
What it is for
A man was late because the factory bus broke down. Another forgot to punch out. A third was at a government office on the company's instruction. All three days need the mark removing, and the client wants to know afterwards how many of each there were.
This screen is that list of reasons. It is nothing more: a code, a name and a switch to stop a reason being used in future. The rules about what an exemption does to a day are not here. A released exemption makes the day count as present and keeps it out of the late, half day, early and absent counters when Payroll Attendance is built, and that is the same whichever type was chosen.
Keep the list short and keep it in the client's words. Six or seven reasons is plenty. A list of twenty is a list nobody reads.
Every field, in plain words
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Exemption Type | The short code for the reason. | BUS | Required. Two types cannot share a code. |
| Name | The reason in the client's own words. | Company transport delay | Required. |
| Block | Tick to stop the reason being chosen on a new request, without losing the ones already using it. | Leave it unticked | Use it when a client retires a reason. The history stays readable. |
How to configure it
- Ask the client what they actually forgive, and write their answers down in their words.
- Open the screen and add one record per reason. For a manufacturing client that is usually company transport delay, missed punch, official duty outside, power or system failure, medical emergency and management approved.
- Save each one. Leave Block unticked.
Scenarios
"People keep forgetting to punch out and HR fixes it quietly"
Give them a MISSPUNCH type and make them raise an Exemption Request for it. The day is still forgiven, but now it is approved by somebody and counted, and at the end of the quarter the client can see that one department accounts for most of them.
What it is connected to
- An Exemption Request names one of these types.
- A released exemption is what makes Payroll Attendance treat the day as present and ignore the mark on it.
If something looks wrong
- "The reason is not in the list on the request" - it is blocked, or it was never created.
- "The code is already taken" - another type is using it. Pick a different code.