Time punching setup checklist

Enable punch permissions

Allows users to access punch functionality.

Admin requires:

• Punch Entry Policies
• Punch Validation Rules
• Places
• Place Assignments (user profile)
• Rounding Rules
• Place Assignments

Supervisor requires:

• Time Punches View and Edit (includes map view)

Payroll Manager requires:

• Time Punches View and Edit
• Time Punches View Map*

*This option is disabled by default, since it isn’t commonly used.

Administration > Employees and Organization > Permission Sets

Set up punch validation rules (Optional)

Punch validation rules define requirements for a punch, flagging invalid punches as either errors or warnings.They are assigned to punch entry policies.

Administration > Punch Time Entry > Punch Validation Rules

Set up punch rounding rules (Optional)

Rounding rules automatically round time punches, to make payroll calculations simpler or to give shift workers a grace period.They are assigned to punch entry policies.

Administration > Punch Time Entry > Rounding Rules

Set up punch entry policies

Punch entry policies allow users to create punches, and define a variety of settings related to punches.They are assigned to users in their user profiles.

Administration > Punch Time Entry > Punch Entry Policies

Create places (Optional)

Places are geographical ranges defined by virtual fences – sometimes known as geofences – that display as blue circles on punch maps, so supervisors can easily identify punches that fall outside the user’s assigned place.They are assigned to users in their user profiles.

Administration > Punch Time Entry > Places

Assign punch settings to users

On the Punch Time Entry tab:

• You’ll need to assign each user a punch entry policy.

• Optionally, you can assign them a default activity that will be selected by default when they punch.

• Optionally, you can assign them a place that their punches will be validated against, providing they have the Punching at work location validation rule assigned in their punch entry policy.

On the Timesheets tab: Assign users a punch timesheet, if punch hours require approval, and will be used in payroll, billing, or costing.

Administration > Employees and Organization > Users > Punch Time Entry and Timesheets