Timecard Settings
You can configure the content of the various types of timecards used by your organization. You can do this for both hourly and project timecards The type of timecard used by employees who charge time to projects instead of precise in and out times..
- Click Create
or select an existing Timecard Setting and click Edit . - From the Timecard Settings page, complete or change the following fields:
- Name — Enter the name of the timecard configuration. This name will appear on the Timecard Settings summary page
- Label — (Optional) Add a label for the timecard configuration.
- Description — (Optional) Enter a description of the timecard configuration. This will appear on the Timecard Settings summary page.
- Timecard Type — Select Hourly Employee or Project Employee.
- Edit Future Timecards — Select this checkbox to enable the employee to edit his or her timecard outside of the selected timeframe. If you select this checkbox, you must also enter a value in the Number of Future Days field.
- Number of Future Days — The number of days (from 1 to 999) in the future that users can edit their timecards. This option is available only if the Edit Future Timecards option is selected. The system counts future days as of the current date. For example:
- If the current pay period is 7 days long, the current date is the first day of the current pay period, and the number of future days is 7, users can edit the first day in the next pay period.
- Users select a date range of 8/1/09 through 8/30/09 with the number of future days set to three. If the current day is July 31st, users can make edits on August 1, 2, or 3.
- For Include Enhanced Multi Approval Shading, select Yes when you have employee timecards with multiple approvers and you want to only show approval shading for the jobs that have been approved. This can help managers identify the jobs in an employee's timecard that still require approval. (This applies to Table View only.)
- For more information, see the Approve and sign off timecards help topic.
- For Project Grid Display Start Day, enter the first day of the week displayed. This is for Project Employee timecards only.
- For Default Paycodes A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick., select one or more paycodes listed to include for the timecard. To change the order of the paycodes displayed, click Re-order Selection
. This is for Project Employee timecards only. - Select Timecard content. Indicate the content to include in the timecard by selecting Yes from the following list:
- For Hourly Employee timecards:
- Include Schedule
- Include Transfer
- Four Punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. Row
- Punch Set — When the Four Punch Row option is selected, then select the Punch Set order ("In, Out, Transfer", "In, Transfer, Out", or "Transfer, In, Out"). Punch Set 1 and Punch Set 2 also appear as columns in the Columns Order section and can be reordered like other timecard columns.
- Include Daily Totals
- Include Shift Totals
- Include Period Totals
- Include Midnight Punches
- Include Shift Details — When selected, all shift details are shown in the timecard. When not selected, shift details are not shown and the timecard is read-only.
- "Shift Details" are the system-generated schedule segments that can appear in multiple rows in an employee's hourly timecard The type of timecard used by employees who punch in and out several times each day.. These segments can be hidden using these Shift Details settings to make the timecard more readable.
- Note:
You can hide breaks from shift details. When you do this, the shift before or after the break is extended to account for the break's duration, but the break is no longer displayed as part of the shift. See Configure shift templates for more information.
- Include Show Shift Details toggle — Select this option to include the Show/Hide Shift Details toggle on the timecard action bar. This option is only available for selection when the Include Shift Details option is not selected.
- Note:
Some shift details always display (if configured to) in the timecard regardless of the shift detail timecard settings. These include:
- Pay from schedule and midnight punches.
- Shift segments Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs. that include a real punch (these display with the corresponding system-generated punch or exception).
- Show Inactive Assignments in Timecard — For employees that have multiple assignments, assignments that have a status of Inactive or Terminated appear in the timecard. For managers to be able to edit time for these assignments, they must also have the Edit non-active days in Timecard Editor FAP set to allowed.
- Include Activity Event
- Include Activity Allocation
- Include Activity Total Actual
- Include Activity Total Allocated
- Include Activity Total Variance
- Allow Rounded Rounding is a way to simplify payroll accounting and reporting, and to enforce shift start and end times. Punch rounds divide hours into equal segments of an hour. Punch Toggle — When selected, the Rounded Punches (and Actual Punches) option appears on the timecard actions bar, allowing employees or managers to toggle the timecard view between rounded punches and actual punches. Rounded punch display follows the punch round rule configured in the employee's or manager's assigned work rule.
- For Project Employee timecards:
- Include Schedule Row
- Include Daily Totals Row
- Include Week Totals Column
- Include Timeframe Totals Column
- Show Inactive Assignments in Timecard
- Include Activity Event
- Include Daily Actual
- Include Daily Allocated
- Include Daily Variance
- Select the row and column order:
- Rows Order — (Project Employee timecards only) Based on your previous selections, the timecard rows appear here. To change the order, click Re-order Selection
. The Assigned Rows Order glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item. opens where you can use the arrows to change the order of the columns. When finished, click Save Order. - Columns Order — Based on your previous selections, the timecard columns appear here. To change the order, click Re-order Selection
. The Assigned Columns Order glance opens where you can use the arrows to change the order of the columns. When finished, click Save Order.
- Rows Order — (Project Employee timecards only) Based on your previous selections, the timecard rows appear here. To change the order, click Re-order Selection
- For Add-ons order and visibility, select the add-ons to display at the bottom of the timecard and the order they appear in. To change the order, click Re-order Selection
. The Assigned Add-Ons order and visibility glance opens where you can use the arrows to change the order of the columns. When finished, click Save Order. - Select the default profile, or a custom profile, for each of the following Timecard Add-on profile options. To create a profile, see Timecard Add-on Profiles.
- Accruals Add-On Profile
- Totals Add-On Profile
- Historical Corrections Edits that occur after timecards are approved and signed-off. Add-On Profile
- The following options are only available when the Historical Corrections add-on is selected as visible (has a check mark next to it) in the Add-ons order and visibility list:
- Control Filtering of paid corrections — When selected, a check box (Show Paid Corrections) appears on the Historical Corrections add-on in the timecard if there are paid corrections. If there are no paid corrections, the check box does not appear even if this option is selected. In the Historical Corrections add-on, when the Show Paid Corrections check box is selected, both paid and non-paid corrections are shown; when not selected only non-paid corrections are shown. This filter is for display purposes only and does not impact totals.
- Paid correction filter is enabled - The default setting for the Show Paid Corrections check box. When this option is selected, only corrections that have not been paid appear by default in the Historical Corrections add-on (Detail View) in the timecard.
- Activities Summary Add-On Profile
- Audits Add-On Profile
- Target Hours The difference between actual and target hours for employees who work according to employment terms. Example: A contract employee is paid for the target 40 hours a week even if they work fewer or more actual hours. Add-On Profile
- For Show Activity Anomaly Indicators, indicate the Activity content to include by selecting Yes for the options.
- When finished, click Save.
Note: When the Use Accessible Timecard Status feature switch is enabled, the name of this option changes to Include Multi Approval Status. The behavior remains the same for Table View. In List View partial manager approval is also indicated.
The newly created timecard type now appears in the Timecard Settings summary page and you can assign it to Display Profiles.
To delete a timecard configuration, select a timecard click Delete
In the timecard, when you hover over the Transfer cell a tooltip displays that, by default, shows a long string with the transfer information (Business Structure Represents the logical structure of an organization as it concerns staffing. It contains the locations and jobs to which an employee may be assigned., Work Rule, Cost Center, Labor Categories). A new option is available that changes the tooltip display to include more readable text so that you can easily see the transfer information.
For example, currently when you hover over a Transfer cell you may see something like this in the tooltip:
Organization/United States/Metropolitan Plant/Machine Shop/Draftsman;…;…;
With the new option enabled, you see something like this in the tooltip:
Business Structure:
Organization/United States/Metropolitan Plan/Machine Shop/Draftsman
Work Rule:
Full Time
Labor Categories:
101 – First Shift
303 – Third Shift
404 – Fourth Shift
The tooltip only displays the information that is contained in the transfer. In the example above, there are Business Structure, Work Rule, and Labor Category transfers, but no Cost Center transfer.
To use the new behavior, enable the Transfer Descriptions in Timecard feature switch.
Note: The design of the tooltip may be updated in a future release to look more consistent with other areas of the product.