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Punch entries are only supported for use with timesheets based on the Configurable timesheet format.
Employees must be assigned a punch entry policy before they can create time punches. These policies define a number of settings related to time punching, such as which devices the employee can use to create punches, and whether or not a photo of the user must be captured along with each punch.
To add a policy:
You can now assign the policy to users in their user profiles.
Field name |
This field... |
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Photo Capture Required |
Requires that a photo be taken whenever a punch is made. You can set this option to:
|
GPS Capture Required |
Requires that the user’s location be recorded whenever a punch is made. You can set this option to:
|
Activites on Punches |
Determines whether employees can punch in and out against activities they’ve been assigned. You can set this option to:
|
Punch into Breaks |
Allows users to create a punch when they start and end a break. They must choose the break type, from those defined in your system. |
Punch into Projects/Tasks |
Determines whether employees can punch in and out against projects and tasks they are assigned to. You can set this option to:
This is not yet supported for punches created using CloudClocks. |
Extra Fields |
Allows you to set up custom fields that display to users when they enter punches. Each field you add can be associated with clock ins, clock outs, transfers, or breaks. To add an extra field to the punch entry policy:
You can't create a new drop-down field from the Punch Entry Policy page, however you can assign one that was created for a timesheet template. You also cannot access drop-down fields via the CloudClock. If the extra field options aren’t available, ensure the Object Extension Field permissions are enabled in your Administrator permission set. |
Field name |
This field... |
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Allow Punches From |
Allows the user to add time punches using either:
|
Maximum Work Segment Length |
Specifies the maximum amount of time that can pass between two punches that are still considered a pair. Can be set to any value from 2 to 48 hours. This setting can prevent inaccurate punches from being created if an employee forgets to punch out. If the user punches in, and the maximum work segment length passes before they punch again, the next punch will be designated as belonging to the next punch pair. Then, you'll have the opportunity to add the missing punch or punches manually, using the correct punch time. For example: If this option is set to 10 hours, and a user punches in at 8 p.m., and then next punches out at 8 a.m. the next day, punches will be recorded as follows: Punch pair #1: [In at 8 p.m. – Out punch missed] Punch pair #2: [In punch missed – Out at 8 a.m.] |
When max work segment length is exceeded |
Specifies which punch actions (e.g. Clock In, Clock Out) display to a user who has exceeded the maximum work segment length between punches defined in their policy. You can choose one of the following options:
Choose this option if the missed punch or punches could be something other than an Out punch (for example, a Break punch or Transfer punch). The employee should choose the option that is correct at the time of their next punch, and should not attempt to create punches for punches missed in the past.
Select this option if you want to ensure the next punch is an In punch for a new punch pair. In this case, no incorrect Out time will be recorded, and you'll only need to add one punch manually (the missing Out punch). This setting only applies to CloudClock. |
Allocate Time to Days |
Determines which day work hours are allocated to when a users creates a punch that crosses midnight. There are three options available:
All hours worked are allocated to the first (or leading) day. For example, say a punch user worked from 10pm to 6am on Jan 2 and 3, all hours are allocated to Jan 2. This is the default option.
Hours are allocated to the actual day when they were worked. For example, if a user works from 10pm to 6am on Jan 2 and 3, 2 hours are allocated to Jan 2, and 6 hours are allocated to Jan 3. If, for audit reasons, hours need to appear on the day when they were actually worked, you might want to choose this option.
All hours worked are allocated to the last day of the shift. For example, if a user works from 10pm to 6am on Jan 2 and 3, all 8 hours are allocated to Jan 3. All hours display on the leading day in the Duration field in reports, regardless of what option you choose. |
Employee edits |
Controls whether the employee can edit all or part of their time punch data. You can set this option to:
|
Apply Rounding Rule |
Specifies the rounding rule to apply when the user punches in and out. |
If the timesheet is already submitted |
Determines whether punches can be added if the corresponding timesheet has already been submitted. You can set this option to:
|
Validations |
Specifies the requirements the punch entries must meet. Click Validation and select an option from the list to add a validation rule. Repeat to add additional validations. For information on the available rules, refer to Setting up punch validation rules. |