Timecard Configuration Screen

In Beta

This feature is in beta. Contact your CSM to learn more.

Timecard settings provide tools to organize labor data, define shift rules, and manage required reasons for editing or deleting timecard records. This page outlines where to add groups, configure rules, and maintain reason lists used across timecards.

Security

Users must have the following permission to access to Time & Attendance Settings:

Labor → Time & Attendance → View Timecards

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

Timecard Settings

Navigate to the Workforce tab.
Select the Time & Attendance dropdown and select Timecards.
Click the gear icon in the right corner.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Timecard Settings Buttons and Fields

Timecard Configurations — Name & Locations

	Button/Field	Description
1	Save	Saves the timecard configuration group and applies all changes.
2	Close	Closes the Timecard configuration screen without saving changes.
3	Section Menu	Navigates between Name & locations, Shift data, Editing reasons, and Deletion reasons sections. Use the side panel to switch between sections.
4	Name	Name entered for the configuration group.
5	Set as default rule	Sets this group as the default. New locations are automatically assigned to the default group.
6	Locations	Assigned locations for this settings group. Each location can only belong to one group. To assign it to a different group, first remove it from the current group.

Time & Attendance Configurations — Shift Data

	Button/Field	Description
1	Schedule Matching Threshold	The entered number of minutes between scheduled and actual times.
2	Auto-approve shifts within threshold	Automatically approve shifts that match the schedule within the allowed time difference.
3	Mark shifts outside threshold as ‘Needs review.’	Flag shifts for review when the time difference exceeds the allowed threshold.
4	Automatic Clock Out Checkbox	When checked, employees are automatically clocked out if no punch is recorded by the set time. Shifts that end due to this rule are marked as Needs Review.
5	Automatic clock out time	Defines the time used to determine when an automatic clock out triggers a review status.

Timecard Configurations — Editing Reasons

The editing reasons section lists all reasons that are available when editing a shift or earning.

	Button/Field	Description
1	Search	Filters the table for the entered text in the following columns.
2	Add Reason	Opens a text box to add a custom reason for editing a shift or earning.
3	Reason	Name of the reason that is available for editing a shift or earning. Click to rename the reason.
4	Active Toggle	Indicates whether the reason is active. Inactive reasons won’t appear in the Reason for Editing dropdown.
5	Trashcan Icon	Deletes the reason. Deleted reasons are permanently removed from historical data.

Timecard Configurations — Deletion Reasons

The deletion reasons section lists all reasons that are available when deleting a shift or earning.

	Button/Field	Description
1	Search	Filters the table for the entered text in the following columns.
2	Add Reason	Opens a text box to add a custom reason for deleting a shift or earning.
3	Reason	Name of the reason that is available for deleting a shift or earning. Click to rename the reason.
4	Active Toggle	Indicates whether the reason is active. Inactive reasons won’t appear in the Reason for Editing dropdown.
5	Trashcan Icon	Deletes the reason. Deleted reasons are permanently removed from historical data.