--- title: "Customize Timecard Settings" slug: "customize-timecard-settings" description: "Create and edit timecard configuration groups, assign locations, define shift data rules, and set schedule variance alert thresholds." updated: 2026-05-14T17:41:51Z published: 2026-05-14T17:41:51Z canonical: "docs.restaurant365.com/customize-timecard-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize Timecard Settings Timecard settings organize [timecard groups](/doc/docs/customize-time-attendance-settings#add-a-time-attendance-group), [define shift rules](/doc/docs/customize-time-attendance-settings#add-and-define-shift-data-rules), and [manage reasons](/doc/docs/manage-reasons-in-timecards#add-a-new-reason) for edits and deletions. --- ## Security Users must have the following permission to access Timecard Settings: - Labor → Time & Attendance → View Timecards These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation **Timecard Settings** 1. Navigate to the **Workforce** tab. 2. Select the **Time & Attendance** dropdown and select **Timecards**. 3. Click the **gear icon** in the right corner. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-06AMBQ7V.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) --- ## Add a Timecard Group Follow these steps to create a new Timecard group: *Click steps to expand for additional information and images.* ****1)** Select **Add Group** within Timecard Configurations.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0W2JR7B9.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****2)** Enter a **name** for group.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LEPAH8UM.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****3)** Add one or more **locations** to the group.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-67FCIUPL.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****4)** Select **Save**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6CC2BGGJ.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) --- ## Edit a Timecard Group Follow these steps to create a new Timecard group: *Click steps to expand for additional information and images.* ****1)** Select an **existing group** within Timecard Configurations.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U9RRQGZX.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****2) Edit the name** of the Timecard group. (*Optional*)** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EKRNV35C.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****3) Edit** **the location(s)** of the Timecard group. (*Optional*)** Use the dropdown to add locations or select the ‘X’ to remove an assigned location. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-57NK0JJ9.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****4)** Select **Save.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VBX5NDU1.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) --- ## Add and Define Shift Data Rules Follow these steps to create shift data rules: *Click steps to expand for additional information and images.* ****1)** Select **Add Group** or **select an existing** within Timecard Configurations.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0W2JR7B9.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****2)** Scroll to the **Shift Data** section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B5Y7C9G8.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****3)** Enter a **threshold number** and select one or both **checkboxes**.** If the threshold box is left blank, the threshold defaults to 0 minutes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FSCHS9EJ.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****4)** Check the **Automatic Clock Out box** to add an automatic clock-out rule and **enter the time** in hh:mm aa format. (*Optional)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FHCTW72Y.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D) ****5)** Select **Save**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CL7ZSZ2O.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A06%3A25Z&se=2026-10-28T20%3A06%3A25Z&sr=c&sp=r&sig=A0SqJ9guMffvjIjU4Mw%2FRRv%2F6YsHSsa5vseg6o6QWuw%3D)