“SYSTEM SETUP” ICON“SYSTEM SETUP” ICON\SELF SERVICE - SETUP TABSELF SERVICE - SETUP TAB\TIME RULES

TIME RULES

1.       Navigate to Time Rules records; My Daily Work à System Setup à Self Service à Time Rules.

2.       To add a new record, click New, to change click Edit.

3.       To configure a Time Rule record, specify the following data:

o   Enter Time rule basic information, in terms of Code, Name & Default Shift type & assignment interval.

o   Check the Use Time Machine’ option, to retrieve sign in & sign out readings from Time Keeping database.

o   Specify Attendance Sheet Defaults relevant to this rule, in order to maintain accuracy between “Time Keeping”, “Attendance Sheet” & “Vacation”. Therefore, a user may check Use Vacation Package for Day Off and Holidays’ option, to retrieve holidays & days off from employee vacation package. Then select vacation types that will be loaded to Attendance Sheet, in case of absence, holidays & days off.

o   Select proper paycodes responsible for payroll integration concerning over time, short time & allowance.

o   Configure Over & Short time calculation at this rule, as per the following options:

o   Fixed Hours: Mark this option, so that the system can calculate over and short time for employees as per number of working hours per shift, and not time in & out.

o   Per Shift Part: Mark this option to apply over/short rules on each shift part; so that each part will be handled separately as per shift parts’ start and end.

o   Accumulate Over/Short Ranges value: Use this option to be able to calculate employee over/short values, as per the applied time keeping rule slices, in an accumulative manner.

o   Use Permission Short: Use this option to activate the impact of short time permissions on time keeping calculations.

o   Use Permission Over: Use this option to activate the impact of overtime permissions on time keeping calculations.

o   Post to Payroll: Check this option to apply the impact of over, short and allowance details at this rule on payroll calculation. Accordingly, relevant employees’ over and short records will be loaded via ‘Get Time Keepings Records’ mass action.

o   First In Last Out: This check box enables the system to calculate the number of working hours based on the interval of time recorded between the first Sign In and the last Sign Out.

o   Default Shift: Select default shift(s) that will be assigned automatically starting from the set date, as per selected interval.

o   Permission Policy: Specify the required permission policy criteria that can be applied per permission type at a time rule, in order to monitor time permissions submission within the organization, either via warning or prevention. Therefore, to activate any of these three criteria per permission policy record, put a check mark  at the provided check box per policy feature.

o   Permission Period: Mark this option, to specify minimum and/or maximum number of hours that are allowed per request for this permission type.

o   Max. Total Hours that can be taken within a period: specify the maximum number of hours that can be taken within a certain period. To specify this period enter the ‘Every’ digit referring to a certain ‘Unit’, starting from a certain date, as per applied selection at the ‘Since’ drop down list.

o   Maximum No. of repetition of the Permission allowed within a period: specify the maximum number of repetition/submission for this permission type within a certain period. To specify this period enter the ‘Every’ digit referring to a certain ‘Unit’, starting from a certain date, as per applied selection at the ‘Since’ drop down list.

Tip

§  ‘Default Shift’ link will enable users to specify default shift(s) that will be assigned automatically on employees upon which this time rule will be applied, as per the interval of assigned default shift(s). These specified default shifts will be displayed & monitored at ‘My HR’ Pane Tab à ‘Time Management’ Icon àTime Shift’ & ‘Attendance & Shifts’ Links. Also any specified default vacation type selected will be displayed & monitored at ‘My HR’ Pane Tab à ‘Time Management’ Icon à ‘Attendance Sheet’ & ‘Attendance & Shifts’ Links.

 

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