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Time Tracking

Create an attendance policy

Set the attendance cycle, working schedule, tracking rules, approvals and employee scope.

Open Time Tracking → Policies and select Add New Policy. The policy builder has seven steps.

  1. Details — enter the policy name, description and time zone.
  2. Attendance Cycle — choose the cycle range, cutoff and any custom cycle start.
  3. Work Schedule — enable working days, enter shift times and hours, and configure unpaid-break deductions where needed.
  4. Time Tracking — set maximum-hour limits and rules for overtime and undertime.
  5. Comp Off — decide whether overtime can create compensatory leave, set full-day and half-day thresholds, and choose whether balances carry over.
  6. Approval — choose the approval type, any custom approvers and who receives request notifications.
  7. Manage Employees — apply the policy to everyone or define conditions and an effective date.

Select the final action to save the policy. It then appears in the Policies table.

Plan the cycle first

The cycle and schedule determine how hours roll up in Timesheets. Confirm the time zone, working days and cutoff before assigning employees.

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