Configuring Timesheets

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Timesheet general settings

• Select the “Settings” module from the left panel. Under the “Modules,” choose the “Timesheets”. Select the “Timesheet General Settings.”

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Timesheet settings

• Enable timesheet?: Toggle to “Yes” to allow users to submit timesheets.
• Require Timesheet for Managers: Toggle to “Yes” to enable the timesheet for Managers.
• Notify Punch-in / Punch Out: Notify the supervisors of the user’s punch-in/punch-out.
• Allow FE to edit Punch-in / Punch-out timings? Toggle “Yes” to enable FE to edit Punch-in / Punch-out timings. Toggle “No” to disable FE to edit Punch-in / Punch-out timings.
• Allow entering remarks for Punch-in / Punch-out: Toggle “Yes” to enable FE to enter remarks. Toggle “No” to disable FE to enter remarks.

1. Punch-In options
   • Require facial authentication for Punching-In?: Toggle “ Yes ” to enable facial authentication for punching in. Toggle “No” to disable facial authentication for punching in.
   • Punch-In popup message: Enter a custom message.
   • Can Geo-fencing be enabled?: Toggle “Yes” to enable geo-fencing. Toggle “ No ” to disable geo-fencing.
   • Enforce same punch-out location as punch-in: Toggle “Yes” to ensure matching locations. Toggle “No” to disable matching locations.
2. Punch-Out pptions
   • Require facial authentication for Punching-Out?: Toggle “Yes” to enable facial authentication for punching out. Toggle “ No ” to disable it.
   • Punch-Out popup message: Enter a custom message.
   • Collect user feedback on punch-out?: Toggle “Yes” to collect feedback. Toggle “No” to disable feedback collection.
   • Can the user be punched out automatically once their shift is over?: Toggle to “Yes” for auto punch-out. Toggle “No” to disable auto punch-out.
3. Break Options
   • Require facial authentication for taking a break?: Toggle to “Yes” to enable users to use facial verification to take a break. Toggle “No” to disable it.
   • Message to be popped up when user goes for break: Enter a custom message.
   • Total Break Time: Set the allowed break time in minutes
4. Resume Work Options

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Time-off settings

• Enable Timeoff Request?: Toggle “Yes” to allow time-off requests. Toggle “No” to disable time-off requests.
• Enable Cut-off Period for Timeoff requests?: Toggle “Yes” to set a cut-off period. Toggle “No” to disable the cut-off period
• No of days for Cut-off Period: Specify the number of days.
• Enable Maximum Timeoff period?: Toggle “Yes” to set a maximum time-off period. Toggle “No” to disable the maximum time-off period
• Maximum consecutive days allowed: Set the maximum number of consecutive days.
• Maximum days per month allowed: Set the monthly limit.
• Notify To: Select who should be notified from the drop-down.

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Vacation time tracking

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Timesheet approval settings

• Enable Timesheet Approval?: Toggle “Yes” to allow users to submit timesheets. Toggle “No” to disable users from submitting timesheets.
• Can timesheet submission be automated?: Toggle “Yes” to enable automatic submission. Toggle “No” to disable automatic submission.
• Choose timesheet submission frequency: Select from “Weekly ,” “Monthly ,” or “ FortNight .”
• Choose the day on which the timesheet should be submitted: Select a day for submission deadlines.

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Approval settings

• Select the “Settings” module from the left panel. Under the “Modules,” choose the “Timesheets”. Select the “Approval Settings.”

• Add a new hierarchy by clicking + New Hierarchy.

• Assign users and levels for approval (For instance, John McKeever at Level 1).

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Time-off Request Settings

• Select the “Settings” module from the left panel. Under the “Modules,” choose “Timesheets.” Then, select “Timeoff Request Settings.”

• Click + New Timeoff Request Type to create a new type.

• Request Type Name: Enter the request type.
• Type: Select “Paid” or “Unpaid” from the drop-down.
• Number of days allowed (in a year): Enter the days for the custom leave. Click the Save Request Type to save.

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Master Shifts

• Select the “Settings” module from the left panel. Under the “Modules,” choose “Timesheets.” Then, select “Master Shifts.”

• Click + New Shift to create a new shift. Fill in details:
• Shift Name (Mandatory) – Enter the name of the shift.
• From Time (Mandatory) – Choose the shift’s start time.
• To Time (Mandatory) – Choose the end time of the shift.
• Choose Frequency (Mandatory) – Choose the shift frequency range.
• Repeat Every (Mandatory) – Enter the number to which the shift can be repeated.