To create a Time Policy
- Expand Time by clicking on the plus sign.
- Expand Policy Setup by clicking on the plus sign.
- Click on Time Policy
- Click on Add
- 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 |
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 violated |
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 |
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 |
How to tell if the policy will pass or fail based on the Main & Sub Conditions
Main Condition | Sub Condition | Result |
|---|---|---|
Fails | N/A | Fails |
Meets | N/A | Passes |
Fails | Meets | Passes |
Fails | Fails | Passes |
Meets | Fails | Fails |
Meets | Meets | Passes |
If the policy is modified in anyway, you must Publish the policy again by clicking the corresponding Publish link. This verifies that the query is valid. If a policy is not published, it will not be used in the validation process, even if it is active.