Time Clock Configuration Details Screen

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Time clock configurations define how employees clock in and out. Administrators can set a name, location, and display options, including job selection, schedule enforcement (with R365 Scheduler), break controls, and shift activity. When a location is assigned to a time clock configuration, it will adhere to the time clock rules set in the configuration.

From this page, users can:

  • Add a new configuration group

  • Edit an existing configuration group

  • Review existing configurations


Security

Users must have the following permission(s) to access Time Clock Settings:

  • Labor

    • Time Clock

      • Devices Management

        • View Timeclock Devices

        • Edit Timeclock Devices

        • Add Timeclock Devices

        • Delete Timeclock Devices

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

  1. Open the Workforce application.

  2. Expand Time & Attendance.

  3. Select Time clock management.

  4. Click the Settings button.

  5. Click Add Group.

                       

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. 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.



Time Clock Configuration Details

Button/Field

Description

1

Section Menu

Displays the sections in settings: Name & Locations, Job Selection, Scheduling Enforcement, Break Controls, and Shift Activity. Use the side panel or scroll to switch between sections.

2

Configuration Sections

Sections of the configurations and their fields.

3

Cancel

Closes the time configuration details without saving.

4

Save

Saves the time clock configuration.

5

Close

Closes the time configuration details without saving.  If changes were made, the system will prompt users to save or discard changes.

Configuration Sections

Button/Field

Description

Name & locations

1

Group Name

Name entered for the configuration group.

2

Default Rule Checkbox

Sets the current configuration rule as the default time clock rule. All locations not assigned to a time configuration rule will be assigned to the default rule.

3

Assigned Locations

Assigned location for the settings group. Multiple locations can be selected.

Job selections

4

Job Selection

When checked, the timeclock will prompt employees to select a job when they clock in.

Schedule enforcement

5

Link Employee Punches

Associates employee punches with the scheduled job. When selected, additional fields appear to enter minutes before and after the scheduled job.

Schedule enforcement requires R365 scheduler

6

Unscheduled Shifts

Blocks employees from punching in on unscheduled days. When selected, an additional checkbox appears to allow manager override for unscheduled shifts

7

Early Arrivals

Blocks employees from punching in too early for scheduled shifts. Enter the number of minutes allowed. When selected, an additional checkbox appears to allow manager override for early arrivals.

8

Late Arrivals

Blocks employees from punching in late for scheduled shifts. Enter the number of minutes allowed. When selected, an

additional checkbox appears to allow manager override for late arrivals.

Break controls

9

Meal Break Controls

Adds a meal break button in employee punch options. When selected, an additional checkbox appears to block employees from returning from meal breaks until the set number of minutes has passed.

10

Rest Break Controls

Displays a rest break button in employee punch options. When selected, an additional checkbox appears to block employees from returning from rest breaks until the set number of minutes has passed.

Shift activity

11

Shift Activity Checkbox

Displays active and inactive employees on the log-in screen.