Shift Policies

 Excerpt From An Article

This article is an excerpt from a comprehensive article: Complete Guide to Shifts

Shift policies are similar to employee or location policies, but will only apply if an employee's time record has a Shift applied, either automatically or manually. If the employee does not qualify for a shift, then their employee/location policies would apply instead.

Before setting up your policy options, it may be helpful to refer to your employment counsel to ensure that any of the options enabled are appropriate for your region/industry.

Navigating to Shift Policies
  • Go to Manage and click on Policies.

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  • Click on the Shifts tab.

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  • Select an existing Shift or create a new Shift.

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  • Click the Policies tab.

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Overtime

Daily Overtime

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The daily overtime Shift policy determines how an employee's regular/overtime hours will calculate for the day if they are eligible for a shift.

If the employee has multiple overtime policies (employee, location, and/or shift) the first overtime that they would qualify for will calculate. For example, if the Employee policy calculates daily overtime after 6 hours, while the Shift policy calculates daily overtime after 8 hours, then the employee daily overtime policy will be used.

Day of the Week Overtime

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The day of the week overtime Shift policy determines how an employee's regular/overtime hours will calculate for specific days if they are eligible for a shift.

If the employee has multiple overtime policies (employee, location, and/or shift) the first overtime that they would qualify for will calculate. For example, if the Employee policy calculates daily overtime after 6 hours, while the Shift policy calculates daily overtime after 8 hours, then the employee daily overtime policy will be used.

Rounding

In/Out Rounding

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The in/out rounding Shift policy will automatically round an employee's clock in/out to the nearest set of minutes, regardless if they were made by the employee or a time card administrator. It can also be set up to only apply to the first and last punch of the day with a threshold of how long their work day generally is.

A common setting is to the nearest 15 minutes. What happens is that an employee's clock in would first go to the nearest minute (An employee clocking in at 7:06 and 38 seconds would round to 7:07 AM), then it would round to the nearest 15 minutes as specified. If an employee's clock in/out is at 7:07 AM, it would round to 7:00 AM. If an employee's clock in is at 7:08 AM, it would round to 7:15 AM.

Keep in mind that once a time record has been rounded, the new rounded time record will be permanent. Disabling any of the "Rounding" policies will not revert a time record back to its original time. If you were to change the time rounding settings after a time record has been already been rounded, it will not look at the original time and will only look at the newly rounded time for any further roundings. 

Time Range Rounding

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The time range rounding Shift policy will automatically round an employee's clock in/out time that falls within a certain window to a specified time. This can help with Shifts where if an employee were to clock in a little early or late to start their shift, the time will be automatically rounded so they do not have extra/less time and a cleaner time card.

Keep in mind that once a time record has been rounded, the new rounded time record will be permanent. Disabling any of the "Rounding" policies will not revert a time record back to its original time. If you were to change the time rounding settings after a time record has been already been rounded, it will not look at the original time and will only look at the newly rounded time for any further roundings. 

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