Timesheet - rules

This article includes the following topics:

  • Organisation timesheet rules
  • Employee specific timesheet Rules
  • Reapply timesheet rules

What are timesheet rules

Timesheet rules in easyemployer allow you to set timesheet rules across the whole organisation or overridden on a particular employee.  

Why is this important

Rules affect the automatic warning system for clocked shifts.

How to set Organisation timesheet Rules

Organisation roster rules are applied to all employees except those who have overridden rules.

1. Click the Organisation tab

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2. Click Organisation

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3. Click Rules

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4. Click Timesheet Rules

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5. The following screen is displayed

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6. Here you can set values which will filter down to all employees that don't have overridden values

7. Hover over the help icon  Help_Icon.png for a description of the rule.

8. Click Edit next the rule if you would like to change the value.

 

Employee Specific Timesheet Rules

Rules can be overridden for employees who require custom rules

1. Click the Organisation tab

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2. Click Users

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3. Click the user

4. Click Rules

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5. Click Timesheet Rules

6. From here you can edit rules for the user by clicking on Edit next to the rule. 

7. An example of this is an employee who start a shift 45 mins before or after the start time will throw a warning.

8. Click Edit next to the rule General shift start warning threshold and set this value to 45 mins  from default 30 mins

9. Now any changes to the organisation rules will not affect this employees specific rules.

10. Now this will throw a warning if user start a shift 45 mins before or after the shift start time

 

Reapply timesheet rules

Timesheet rules can be reapplied for individual users, a single day and for the whole week based on the groups in scope.  This allows you to modify a timesheet rule, reapply the rules and see the result. 

To reapply the rules:

1. Open the timesheet

Single user

Click the reapply timesheet rules button on the right hand side of the user

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The rules will be reapplied for the single user for the week. 

 

Single day for visible groups

1. Select the groups to reapply the rules by using the groups button

2. Located at the bottom of the day, click the reapply timesheet rules button as shown in the following picture:

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 The rules will be reapplied for the single day for the visible groups

 

The whole week for visible groups

1. Select the groups to reapply the rules by using the groups button

2. Located at the bottom right, click the reapply timesheet rules button as showing in the following picture:

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The rules will be reapplied for the whole week for the visible selected groups.

 

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