Overtime Restriction

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
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techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Overtime Restriction

Post by techbrainless »

Hi All,
I want to restrict the time such that if the the time to login to the company is 08.00 a.m and the employee logins before this time let us assume he logins at 07.30 am , timetrex should considers his/her login as 08.00 am

for this i have used strict option in Rounding Policy but it does not work for me , any one tell me the reason for that ??????
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

You must have the employees scheduled each day, and you must also have a schedule policy setup with a valid Start/Stop time that is assigned to each scheduled shift.
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

thanks shaunw for your reply ,

You mean that i have to make the employees schedule using 'schedule policy' first ????

by the way i have 2 shifts
the first from 09:30 AM to 02:00 PM
and the second 03:00 PM to 06:30

so total of 8 hours working per day
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

by the way how i can add those 2 shift by indicating the starting and ending time , there is no specification in the schedule policy for the starting and ending time for each shift ( check the attachment)

and by the way what is the difference between schedule policy and Premium Policy
Attachments
Screenshot-TimeTrex-SchedulePolicy.png
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

Schedule policies do not define shift times, they simply define which other policies apply to specific shifts.

For more information on scheduling employees, please see the Administrator Guide:
http://www.timetrex.com/wiki/index.php/ ... Scheduling
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply

for implementing the strict rounding policy , i have created schedule using Recurring schedule template and i created schedule policy for it ,
but how i can assign created recurring schedule template to the employee ? I am really getting confused how to implement the strict rounding policy ?
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

Please see this section in the Administrator Guide:
http://www.timetrex.com/wiki/index.php/ ... g_Schedule
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply ,

For making strict over time , I have made the following steps :

1) Create schedule policy
2) Create shift using recurring schedule template
3) Create recurring schedule
4) Include schedule policy under group policy and apply this policy to the user


but am still not able to apply the strict overtime
I have attached the screen shots

by the way I have not set any hierarchy .
Attachments
Screenshot-TimeTrex - Edit Schedule Policy - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Rounding Policy - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Recurring Schedule Template - Mozilla Firefox-1.png
Screenshot-TimeTrex - Edit Recurring Schedule - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Policy Group - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Employee - Mozilla Firefox.png
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

Please include screenshots of the employees schedule, and timesheet for the same days.
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply ,
Please include screenshots of the employees schedule, and timesheet for the same days.
What do you mean by "employees schedule" ?
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

The following are screen shots of schedule & time sheet for the user it1
Attachments
Screenshot-TimeTrex - My Schedule - Mozilla Firefox.png
Screenshot-TimeTrex - My Timesheet - Mozilla Firefox.png
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Hi shaunw ,
I have found the reason (in one of your replies in another post : http://forums.timetrex.com/viewtopic.ph ... ict#p10661)
TimeTrex commit the recurring schedules as its designed to do 2-4hrs before each shift is scheduled to start
the questions :

1. Why TimeTrex commit the recurring schedules 2-4hrs before each shift is scheduled to start ? Is it possible to let Timetrex makes that faster ?
2. Is it possible to commit the recurring schedules by me ?
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

1. Why TimeTrex commit the recurring schedules 2-4hrs before each shift is scheduled to start ? Is it possible to let Timetrex makes that faster ?
Why would it need to be faster? It only matters in cases where the employee is punching in/out, if they are punching in more than 4hrs before their shift, its likely you will have other issues too, strict rounding will be the least of your worries.

2. Is it possible to commit the recurring schedules by me ?
Yes, you can manually commit and scheduled shift by creating it manually through Schedule -> My Schedule.
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply ,
Yes, you can manually commit and scheduled shift by creating it manually through Schedule -> My Schedule.

Then what is the next step (Schedule -> My Schedule ) ?
shall I select the from the lists and save it ?
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

Just click on a day to create a new scheduled shift for any employee, or click on an existing recurring schedule shift to commit it.

Keep in mind, as per the Administrator Guide that shifts with a "[R]" beside them are recurring schedule shifts and not committed, whereas shifts without this "[R]" or in blue text or committed shifts.

Of course you shouldn't ever need to manually commit a shift unless you are overriding the recurring schedule, or doing some sort of testing in the future.
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply,

I have done the following steps

1 . Create Rounding policy with Strict - punch Type : All punches .
2. Create schedule policy.
3. Create recurring schedule template which contains 2 shifts
first shift 08:30AM to 01:00PM
second shift 02:00PM to 05:30PM

4. Manual committing of the schedule
Rounding Policy has been successfully applied to the first shift.
But it fails to be applied fully to the second shift (in the above example it has been applied to punch out of second shift but not to punch in of second shift) , in other words Rounding policy has been applied to all punches(in/out) except punch in of second shift...Why?
Attachments
Screenshot-TimeTrex - My Timesheet - Mozilla Firefox-1.png
Screenshot-TimeTrex - My Schedule - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Schedule Policy - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Rounding Policy - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Recurring Schedule Template - Mozilla Firefox.png
Screenshot-TimeTrex - Edit Recurring Schedule - Mozilla Firefox.png
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

sorry because i am not able to edit the post ,

I want to correct that the question is (it is not quote)
Rounding Policy has been successfully applied to the first shift.
But it fails to be applied fully to the second shift (in the above example it has been applied to punch out of second shift but not to punch in of second shift) , in other words Rounding policy has been applied to all punches(in/out) except punch in of second shift...Why?
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

The reason is because your shifts are too close together and your Start/Stop window in your schedule policy is too long.

Unfortunately TimeTrex can't read minds, so if your schedule is 8:30AM-1PM and 2PM-5:30PM, the Start/Stop window in the schedule policy helps TimeTrex determine which scheduled shift it needs to look at if an employee punches in/out outside their scheduled shift, so if that is set to one hour, it will look plus/minus one hour to find a scheduled shift to use.

The problem is plus/minus one hour gives TimeTrex two possible scheduled shifts to use, and the employee punched in exactly in the middle inbetween these two scheduled shifts. It has no way to know if the employee is still in their first shift, or if they have moved to their second shift.

Is the employee actually scheduled for two shifts, or are you trying to mimic a one hour lunch in the middle of one shift?
techbrainless
Posts: 197
Joined: Wed Apr 27, 2011 8:59 am

Re: Overtime Restriction

Post by techbrainless »

Thanks shaunw for your reply ,
Is the employee actually scheduled for two shifts, or are you trying to mimic a one hour lunch in the middle of one shift?
actually one hour is lunch time so i can say that is one shift with one hour lunch time at the middle of the shift , but you have to take into consideration the following points

1 . I want to restrict the employees to take this one hour as lunch time
2 . The one-hour lunch time should be between 01-00PM to 02-00PM
3 . Rounding policy should be applied to the schedule as 2 shifts [08:30Am-01:00PM & 02:00-05:30PM].
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Re: Overtime Restriction

Post by shaunw »

What you're looking for isn't going to work very well with TimeTrex, its not designed to control exactly when employees take lunch (and given your example, I'm going to assume its next to impossible to expect the employees to do the same as well), its more designed around employees taking a certain amount of time for lunch instead.
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