Attendance Policy and Action Audit

Purpose

Confirm attendance events, balances, rules, actions, and audit history are reliable.

How to use this checklist

Run this review with a system administrator, payroll/timekeeping owner, operational manager, and reporting or integration owner. Mark each item Pass, Needs Work, or Not Applicable and capture evidence.

Checklist

• [ ] Attendance policies are assigned to eligible employees
• [ ] Events are generated from the intended exceptions or paycodes
• [ ] Point or balance calculations match policy examples
• [ ] Manual events and adjustments require documentation
• [ ] Rules are applied consistently on page, detail, and calendar views
• [ ] Actions have correct thresholds, effective dates, and status
• [ ] Deleted or modified actions remain visible in audit history
• [ ] Managers understand the difference between event, balance, and action

Minimum evidence to retain

• Screenshot or export of the applicable configuration.
• Test employee, test date, expected result, and actual result.
• Named owner and due date for every failed item.
• Approval showing the business owner accepted the final result.

Stop and escalate when

A failed control could affect payroll, employee access, compliance, or a closed pay period. Do not use production edits as the first test.