Page Comparison

To create a Time Policy

1. Expand Time by clicking on the plus sign.
2. Expand Policy Setup by clicking on the plus sign.
3. Click on Time Policy
4. Click on Add

5. Enter the following:

   Field	Description
   Policy Name*	Enter a name for the policy
   Flag Lines*	Yes - Display a flag on the lines that violate the policy No - Will not display a flag on the lines that violate the policy
   Flag As*	High Warning: This level helps managers and administrators to set two types of warnings. This can be set for auto-approval and auditing. Low Warning: This level allows auto-approval, but provides a message describing the warning to the user. Information Only:  This level flags the expense report with information only, providing an opportunity to provide a reminder or notification to the user from the approver. This option also allows for auto-approval.
   Allow Release*	Yes but Notes Required - Allow this timesheet to be released when the policy is violated but a note will be required. No for Current Time, Yes Time Off Request in the Future - Will not allow current timesheet period to release but will release for future timesheet periods. No - Timesheets can not be released until the line no longer violates the policy. Requires Notes - Yes for Current Time, No for Time Off Request in Future - Allows timesheet for current period to release with notes but will not release for future time periods. Yes - Allow this timesheet to be released when the policy is violated
   Approval Option*	Choose who approves timesheets with this policy being violated: Enabled Based on A Team Approval  - This is based on a Team Approval that has been set up with the A Team type. Enabled Based on B Team Approval  - This is based on a Team Approval that has been set up with the B Team type. Disabled - No approval flow for this policy Enabled Based on This Policy - Approval based on only this policy. The approvers related to just this policy can be added in the later step.  Enabled Based on Employee Home Department - Based on Employee Home Department approval (approvers would need to be set up under department). Enabled Based on Worked Department - Based on Worked Department approval (The department field would need to be enabled on timesheet where users could update and also approvers associated with each department would need to be set up). Enabled Based on Main Team Approval - Based on the Main Team Approval set up
   Replace Current Approval Flow*	Choose whether a timesheet with this policy being violated will have it's approval flow replaced
   Allow Override by Routing*	Select either Yes or No depending on if you would like the approval group to be overwritten when using the routing option.
   User Message*	Choose a message to be displayed to the user when this policy is triggered. Note: The application will automatically add the allowable and actual charged hours as well as the date to the end of the message. To omit this from the message, add a "$" to the beginning of the user message. If "$" is added you can add the following wild cards to the message: <EVENT_DATE> <WEEK> <REQ_AMT> <CHARGE_AMT>
   Hours Type*	Choose if the policy will include: Percent of Standard Hours with FTE   Hours   Percent of Standard Hours
   Operator*	Choose an operator condition for the amount you are about to specify
   Unit*	Choose an amount/unit for the policy
   Time Code Selected	Choose a certain time code for this policy to be applied to (leave blank to apply for all)
   Hours Type (Sub Condition)*	Choose an hours type if there is to be a sub condition (leave it as "N" if there is no sub condition)
   Operator*	Choose an operator condition for the amount you are about to specify
   Unit*	Choose an amount/unit for the sub condition
   Time Code Selected	Choose a certain time code for this policy to be applied to (leave blank to apply for all)
   Include Employee Start/End Date*	Choose whether you want to include the Employee's Start/End Date
   Hours Charged On*	Choose what days this policy will apply to what days on the T for Timesheet and P for Reporting Period: Holidays Only   T- All days. P-Working Days, and Holidays       - Means all the hours on the timesheet (T) and compare it to Reporting Period  (P) Working Days and Holidays  T- Working Days, Holidays, P - Working Days  - Means  Only working hours and holidays on the timesheet (T) and compare it to Reporting Period  (P) Working Days. T- Working, Weekends, Holidays. P - Working Days -  Means  All days the timesheet (T) and compare it to Reporting Period  (P) Working Days. Weekends Only Working Days Only Working Days, Weekends and Holidays.
   Enforce By*	Choose how you want the policy to be enforced: Week (Biweekly Only) Day  Period   Week
   Or by Day	Choose if you want this policy to be enforced by day
   Weeks starts on	Day of the week the week starts (This field will only show up if Enforce by: Week)
   Incomplete Week Options*	In the case the period ends before a full week is completed, select an option of how you would like the policy to validate. This does not apply to weekly or bi-weekly periods as they do not have weeks that are incomplete (split up) within a period. The examples below are based on a semi-monthly period where the week starts on a Monday. The policy will validate if the user has recorded at least 40 regular hours and eligible to charge to OT for the week.  3/1-3/15 current period 3/16-3/31 next period Time and policy as complete week (N) - This option will look at all hours recorded for the week (3/15-3/21) even though the week is split between two different periods. Example 1: Hours are recorded on Monday but there are no hours recorded for the next period. On Monday since the user charged hours to OT and has not recorded at least 40 hours for the week, the day would be flagged.  Example 2: Hours are recorded on Monday and for the next week but the sum of regular hours is not 40 hours. In this case both timesheets (3/1-3/15 and 3/16-3/31) would get flagged.  Example 3: Hours are recorded on Monday and for the next week and the sum of regular hours is 40 hours. In this case neither timesheet will get flagged.  Time and policy as of current timesheet only (I) - This option will only look at the hours recorded in the current timesheet. If the next timesheet puts the regular hours over 40 hours, it will flag the timesheet. The current weeks hours is determined based on number of days x numbers of hours per day (maybe 8 or other depending on how the policy is set up).  Info 1 day x 8 hours = 8 hours to pass validation If there are three days in the current period then the computation would be 3 days x 8 hours = 24 hours to pass validation Example 1: This timesheet would pass since the number of days for the current week is 1 day (8 hours). Example 2: Both timesheets would pass. Example 3: 3/1-3/15 timesheet would pass but 3/16-3/31 would not pass since the total number of regular hours is over 40.  Time as of current timesheet only and policy as complete week (F) - This option is similar to time and policy as of current timesheet only BUT the hours for the week is calculated based on a full week (5 days) vs number of days remaining in the period.  Example 1: This timesheet would pass since the number of days for the current week is 1 day (8 hours). Example 2: 3/1-3/15 timesheet would pass validation but 3/16-3/31 timesheet would fail since the sum of regular hours is over 40 hours.

   * Indicates a required field

6. Click Next
7. Click on Add to add a query to the policy.
8. Click on the drop down menu next to *Query Field and select the field you would like to query base off of. 
9. Enter in a Condition
   1. In - Provides a list of values that are available in the field that can be included
   2. Not In - Provides a list of values that are available that can be selected to not include
   3. = - equals (the exact value will need to be entered)
   4. <> - not equals (the exact value will need to be entered)
   5. Like - like (value will need to be entered)
   6. Not Like  - not like (value will need to be entered)
10. Enter in a Value
11. Click on Apply
12. Add as many queries as needed
13. Click Next
14. If Approval Option is set as Enabled Based On This Policy there will be a window to set up the approvers.
    1. Click on Approvers
    2. Click Add
    3. Search for the approvers
    4. Click OK to add the approvers
15. Click Next
16. If you would like to add the message in a different language you can do so in this screen. If not click Finish.

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