Manage the Time Rules Settings

  • Updated

This article explains how to manage the timesheet Time Rules settings.

In the Admin pages, go to Time Plan > Time Rules. Make selections for the following, if applicable.

  • Allow Weekends: Check the check box to allow users to enter time on weekends (Saturdays & Sundays).

  • Allow Holidays: Check the check box to allow users to enter time on holidays (holidays are managed on the Calendars page: How do I manage the calendar?).

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Enable Classes

Enable timesheet resource classes to set different timesheet rules for different resource classes, such as full-time and part-time employees.

If there are timesheet classes enabled, a resource-level Class field shows in the Resource Center. Each resource would need to be associated with a class in the Resource Center. See How do I edit a resource? Then, the specified warnings and/or blocks will apply to that class of resource when submitting time in their timesheets.

Note

If no timesheet classes are configured, the timesheet rules apply to all resources.

To enable and create timesheet resource classes:

  1. Click Enable Classes. Select Yes in the warning pop-up to continue.

  2. Click Add Class to add a timesheet class.

  3. Enter the class name and details.

    • Class: Type in the name of the new class.

    • Daily Soft Min: Enter the minimum number of hours to be entered in per day. The soft minimum give users a warning when submitting a timesheet with fewer hours than prescribed here.

    • Daily Hard Min: Enter the minimum number of hours to be entered in per day. The hard minimum blocks users from submitting a timesheet with fewer hours than prescribed here.

    • Daily Soft Max: Enter the minimum number of hours to be entered in per day. The soft maximum gives users a warning when submitting a timesheet with more hours than prescribed here.

    • Daily Hard Max: Enter the maximum number of hours to be entered in per day. The hard maximum blocks users from submitting a timesheet with more hours than prescribed here.

    • Period Averaging: Check the check box to take the daily working day hourly averages (per period).

    • Daily Utilization Target: Enter the target/ideal number of hours to be entered per day.

  4. Repeat steps 2-3 to create as many classes as required.

  5. Click Save to save the classes.

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