To create a Time Policy
- Expand Time
- Expand Policy Setup
- Click on Time Policy
- Click on Add
- Enter the following:
Field |
Description |
---|---|
Policy Name |
Enter a name for the policy |
Flag Lines |
Display a flag on the lines that violate the policy |
Allow Release |
Allow this timesheet to be released when the policy is violated |
Approval Option |
Choose who approves timesheets with this policy being violated |
Replace Current Approval Flow |
Choose whether a timesheet with this policy being violated will have it's approval flow replaced |
User Message |
Choose a message to be displayed to the user when this policy is violated |
Hours Type |
Choose if the policy will include an Hours Type, Percent of Standard Hours, or Percent of Standard Hours with FTE |
Operator |
Choose an operator condition for the amount you are about to specify |
Amount |
Choose an amount 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 |
Amount |
Choose an amount 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 |
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.