Set the time clock and scheduling rules

How early people clock in, where, late and forgotten clock-outs, breaks, time off limits, approvals and the overtime warning.

WhereSettings›HR›Time›Scheduling

Scheduling is your company's rules for shifts and the clock, written as sentences. Each blank is a box or a switch; an empty number reads Off and means the rule is not used.

Steps

  1. Open Settings, HR, Time, Scheduling.
  2. Fill in each sentence. A number saves when you leave its box; a switch or tick saves as you flip it.
  3. Press More rules for the ones most companies leave alone.

The main rules

  • Clocking in: how many minutes before a shift someone may clock in, whether only on a day with a shift, and whether a photo is taken at every clock-in and clock-out.
  • Where they clock in: Not checked, Flagged when away or Refused when away, and how many feet from the place counts. Shift punches are checked against the warehouse, job punches against the job's address.
  • Forgot to clock out: remind after so many minutes, and clock them out after so many more (they and the managers are told).
  • Late: tell managers so many minutes after a shift started with no clock-in. Someone on approved time off is not reported.
  • Unpaid break: the break a new shift starts with, on shifts of so many hours or more.
  • Time off: at most so many people off on one day.
  • A manager approves: tick covers and trades, taking an open shift and availability changes for each that should wait for a manager.
  • Overtime warning: tell managers when someone reaches so many hours in the week.

More rules

Shortest unpaid break, Meal breaks (shown when your state has a meal break rule), Missed punch, Rest between shifts, Notice (how far ahead a schedule goes up), Covers and trades (how far ahead, and none into overtime) and Shift reminder.

Good to know

  • Overtime itself starts at the hours set on Settings, HR, Time, Pay and holidays, with the payroll week and holiday pay.
  • Blackout dates for time off are on the Schedule's Setup tab. See Time off.
  • Your state's own break and overtime rules are explained on the Compliance hub. See State HR rules.
  • A manager can always clock someone in, early or without a shift.
  • Only an admin can change these.
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