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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.

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