Wednesday, August 28, 2019

User Specific Daily Rounding Rules

Not too long ago we covered the topic of adding user specific rounding rules, which would be applied to define an employee's schedule and have the system automatically round clocked in hours around it.

We have added the capability to be even more detailed about it by enabling a daily schedule.

If you have some staff members that have different schedules around the week as opposed to a fixed schedule, then the steps are almost the same as described before.

You would  go to the Field Workers tab and click on the employee's ID, then look for the option called "Payable Start" and "Payable End". If the user has a fixed scheduled for the entire week, then you can put your start and end times, but now you will also find a button with a circular arrow:

When you click on it, the entire week will be opened:

(Click on image to enlarge)

Here you can set a schedule for each day of the week that needs a rounding rule. If you don't need a rule for some days, they can be left blank and no rounding rules will be applied.

Just as before, these times will be applied to the timesheet signoff functionality and the rounded hours will be reflected on the following reports, as well as the User Rounding Report that gives you the original and the rounded times for comparison:

  • Timecard Task Event and Location Report
  • Custom Report
  • NAR TimeCard Task Focused Custom Report
  • Timecard Detail Report
That's it for this post! If you  have any comments or questions, don't hesitate to let us know down below.

--Econz Team

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