Rounding Rules

Accumulate sets the Accumulation period and rounds the accumulated minutes before applying them to employee time cards. This  option allows users to have the capability to accumulate minutes outside of the schedule throughout the week/pay period, rather than rounding on a daily basis. The rounding rule is applied to the total amount of minutes accumulated in the week/pay period for the selected pay group.

• When the Accumulate option is  used, employees are docked each day for which there is a late arrival, early departure and/or long break (depending upon configuration).
• The sum of these exception minutes is calculated and rounded.
• Any minutes remaining are given back to the employee in the form of a Miscellaneous Pay transaction.
• There are Accumulate check box fields on the In Punch rule (click on After Schedule), Out Punch rule (click on Before Schedule) and Break rule (click on Long Break) configurations. Checking these boxes will trigger the Accumulate settings (described above) that you have entered.

To use this function you must apply the following settings after selecting Accumulate from the Rounding Rules options:

1. Check off the Enable Accumulate option. The other options will display.
2. Select the Accumulation Period. Check off Pay Period.
3. For the Rounding/Increment field, select the minutes that will function as the working rounded increment. (For example, rounded to 30 minutes).
4. Under the Transaction Settings heading:
• Select the Exception Code you wish to apply. (This is a required field)
• Select the appropriate Pay Type. (This is a required field)
• Enter any Comments you may wish to attribute to these settings or to have for future reference.
5. To turn the Accumulate option off simply select the Enable Accumulate option to remove the checkmark.

 

Example:

Goal is to establish a specific rounding method for employee late arrivals.

Scenario: An employee arrives 20 minutes late and is not immediately docked. The 20 minutes are banked along with other late arrivals for the pay period. Accumulated arrivals are docked in 30 minute increments, rounding back to the nearest half hour.

For example, Monday, I arrive 20 minutes late and Friday I arrive 15 minutes late. One half hour is deducted from the total hours worked in the pay period (i.e., 35 minutes - rounded back to the nearest 30 minutes).

Another week I arrive 20 minutes late on Monday, 15 minutes late on Wednesday, and 35 minutes late on Thursday; 60 minutes are deducted from the total hours worked in the pay period. (70 minutes rounded to the nearest 30).

Click New Rounding Rule. On the pop-up list, click to choose the type of rounding rule you want to create and click OK.

• In Punch for Day – applies to the first or in punch for the day/schedule segment.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Selecting Apply to all In Punches (default is unchecked) allows the user to apply an In Punch rounding rule to every In Punch (not just the first In Punch for the day).
  • Selecting Apply to all In Punches also invokes the Early Arrival Grace Minutes field. This field is used to determine if the In Punch can be considered an Early Arrival for a scheduled segment versus the arrival for an unscheduled piece of work. For example, with the Early Arrival Grace set to 30 minutes, an employee is scheduled to arrive at 11:30am but arrives at 6:05am. The 6:05am is not considered to be an early arrival for the 11:30am shift because it falls outside of the 30 minute Early Arrival Grace period.
  4. To specify the Punch Type for this rounding rule, click to place a check mark next to one or more of the following options:

  Before Schedule – applies to punches that occur before the scheduled time.

  You can apply a schedule grace period to the punches to determine whether or not to use rounding rules, or an exception grace period to the reporting of the exception codes.

  1. To apply a Schedule Grace period enter, in minutes, the Low and High values. By default the grace period is set to 1440 minutes (24 hours); to specify no grace period the value for both Low and High is 0 (zero).

  For example, let's assume the schedule grace is set to 5 minutes for an In-Punch, Before Schedule rounding rule, and that the scheduled start time is 7:00. If the employee punches in between 6:55 and 7:00 the time applied is 7:00. If the employee punches in before 6:55, the rounding rules are used.

  2. To make this setting an Exception Grace period, click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.

  For example, if the schedule grace is set to 30 minutes and employees punch within 30 minutes of the schedule, they are paid only for the time they are scheduled. When this exception code is applied to a time card punch, the Freeze Exception check box on the time card is automatically selected.

  For example, if the exception grace is set to 10 minutes and the punch time is within 7 minutes of the schedule, no exception code is reported.

  3. To allow supervisors to override time card rounding rules, set an Alternate Grace. Supervisors can either round the hours to the schedule or pay the employee the extra time if the Alternate Grace exception code specified here is assigned to the punch:

  • Grace Minutes – enter the number of minutes for the Alternate Grace period.
  • Exception Code – click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.
  • Use Exact Punch –  click to specify the rounding rules. See descriptions in step 4.

  4. Specify Rounding Rules by clicking Use Exact Punch (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.
  • Always Use Schedule - Uses Schedule settings.

  After Schedule – applies to punches that occur after the scheduled time.

  You can apply a schedule grace period to the punches to determine whether or not to use rounding rules, or an exception grace period to the reporting of the exception codes.

  1. To apply a Schedule Grace period enter, in minutes, the Low and High values. By default the grace period is set to 1440 minutes (24 hours); to specify no grace period the value for both Low and High is 0 (zero).

  For example, let's assume the schedule grace is set to 5 minutes for an Out-Punch, After Schedule rounding rule, and that the scheduled start time is 7:00. If the employee punches in between 7:00 and 7:05 the time applied is 7:00. If the employee punches in after 7:05, the rounding rules are used.

  2. To make this setting an Exception Grace period, click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.

  For example, if the schedule grace is set to 30 minutes and employees punch within 30 minutes of the schedule, they are paid only for the time they are scheduled. When this exception code is applied to a time card punch, the Freeze Exception check box on the time card is automatically selected.

  For example, if the exception grace is set to 10 minutes and the punch time is within 7 minutes of the schedule, no exception code is reported.

  3. To allow supervisors to override time card rounding rules, set an Alternate Grace. Supervisors can either round the hours to the schedule or pay the employee the extra time if the Alternate Grace exception code specified here is assigned to the punch:

  • Grace Minutes – enter the number of minutes for the Alternate Grace period.
  • Exception Code – click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.
  • Use Exact Punch –  click to specify the rounding rules. See descriptions in step 4.

  4. Specify Rounding Rules by clicking Use Exact Punch (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.
  5. After selecting After Schedule the Accumulate option will display. Selecting Accumulate from this screen will invoke the settings that were entered for the Accumulate function from the Rounding Rules screen.
  • Accumulate sets the Accumulation period and rounds the accumulated minutes before applying them to employee time cards.
  • This  option allows users to have the capability to accumulate minutes outside of the schedule throughout the week/pay period, rather than rounding on a daily basis.
  • The rounding rule is applied to the total amount of minutes accumulated in the week/pay period for the selected pay group.

  Unscheduled – applies to punches on days that are not scheduled.

  To specify the unscheduled round rule, click Use Exact Punch (default) and click to choose and set up one of the following options:

  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Note that rounding tables must be created prior to being selected here.

  4. To add a row to this rule, click Add Row. For information on the fields see step 2 above.
  5. To delete a row, click to place a check mark next to that row and click Delete Row.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.
• Out Punch for Day – applies to the last or out punch for the day/schedule segment.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a checkmark next to Active (default)
  3. Selecting Apply to all Out Punches (default is unchecked) allows the user to apply an Out Punch rounding rule to every Out Punch (not just the last Out Punch for the day).
  4. To specify the Punch Type for this rounding rule, click to place a checkmark next to one or more of the following options:

  Before Schedule – applies to punches that occur before the scheduled time.

  You can apply a schedule grace period to the punches to determine whether or not to use rounding rules, or an exception grace period to the reporting of the exception codes.

  1. To apply a Schedule Grace period enter, in minutes, the Low and High values. By default the grace period is set to 1440 minutes (24 hours); to specify no grace period the value for both Low and High is 0 (zero).

  For example, let's assume the schedule grace is set to 5 minutes for an In-Punch, Before Schedule rounding rule, and that the scheduled start time is 7:00. If the employee punches in between 6:55 and 7:00 the time applied is 7:00. If the employee punches in before 6:55, the rounding rules are used.

  2. To make this setting an Exception Grace period, click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.

  For example, if the schedule grace is set to 30 minutes and employees punch within 30 minutes of the schedule, they are paid only for the time they are scheduled. When this exception code is applied to a time card punch, the Freeze Exception check box on the time card is automatically selected.

  For example, if the exception grace is set to 10 minutes and the punch time is within 7 minutes of the schedule, no exception code is reported.

  3. Specify Rounding Rules by clicking Always Use Schedule (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.
  • Always Use Schedule -
  4. After selecting Before Schedule the Accumulate option will display. Selecting Accumulate from this screen will invoke the settings that were entered for the Accumulate function from the Rounding Rules screen.
  • Accumulate sets the Accumulation period and rounds the accumulated minutes before applying them to employee time cards.
  • This  option allows users to have the capability to accumulate minutes outside of the schedule throughout the week/pay period, rather than rounding on a daily basis.
  • The rounding rule is applied to the total amount of minutes accumulated in the week/pay period for the selected pay group.

  After Schedule – applies to punches that occur after the scheduled time.

  You can apply a schedule grace period to the punches to determine whether or not to use rounding rules, or an exception grace period to the reporting of the exception codes.

  1. To apply a Schedule Grace period enter, in minutes, the Low and High values. By default the grace period is set to 1440 minutes (24 hours); to specify no grace period the value for both Low and High is 0 (zero).

  For example, let's assume the schedule grace is set to 5 minutes for an Out-Punch, After Schedule rounding rule, and that the scheduled start time is 7:00. If the employee punches in between 7:00 and 7:05 the time applied is 7:00. If the employee punches in after 7:05, the rounding rules are used.

  2. To make this setting an Exception Grace period, click and on the list, choose the exception code that is applied to time card punches when a supervisor wants to override the schedule grace.

  For example, if the schedule grace is set to 30 minutes and employees punch within 30 minutes of the schedule, they are paid only for the time they are scheduled. When this exception code is applied to a time card punch, the Freeze Exception check box on the time card is automatically selected.

  For example, if the exception grace is set to 10 minutes and the punch time is within 7 minutes of the schedule, no exception code is reported.

  3. Specify Rounding Rules by clicking Use Exact Punch (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.
  • Always Use Schedule - Uses Schedule settings.

  Unscheduled – applies to punches on days that are not scheduled.

  To specify the unscheduled round rule, click Use Exact Punch (default) and click to choose and set up one of the following options:

  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.

  4. To add a row to this rule, click Add Row. For information on the fields see step 2 above.
  5. To delete a row, click to place a checkmark next to that row and click Delete Row.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the checkmark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the checkmark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the checkmark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the checkmark and click Select Pay Types to choose specific shifts from the list.
• Pre-Round Punches – pre-rounds all punches based on the rounding rule established; punch type, schedule grace, and exception grace do not apply.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Specify Rounding Rules by clicking Use Exact Punch (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.

  Apples To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.
  2. Specify the Days Included with this rule. Click to select one of the following options:
  • Scheduled – this rounding rule applies only to scheduled days.
  • Non-Scheduled – this rounding rule applies only to non-scheduled days.
  • Both – (default). This rounding rule applies to both scheduled and non-scheduled days.
• Punch Set – applies to the set of in and out punches as a whole.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Specify Rounding Rules by clicking Use Exact Punch  (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment.  As an example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment.  As an example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover- point.  As an example, assume the increment is 15 and the mid-point is 7.  If an employee punches at 7:07, the time applied is 7:00.  Conversely, if the employee punches at 7:08 the time applied is 7:15.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.
  2. Specify the Days Included with this rule. Click to select one of the following options:
  • Scheduled – this rounding rule applies only to scheduled days.
  • Non-Scheduled – this rounding rule applies only to non-scheduled days.
  • Both – (default). This rounding rule applies to both scheduled and non-scheduled days.
• Daily Total – applies to the total number of hours at the end of the day.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Specify Rounding Rules by clicking Use Exact Punches (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.
  2. Specify the Days Included with this rule. Click to select one of the following options:
  • Scheduled – this rounding rule applies only to scheduled days.
  • Non-Scheduled – this rounding rule applies only to non-scheduled days.
  • Both – (default). This rounding rule applies to both scheduled and non-scheduled days.
• Day Break – handles crossing midnight and how to process different pay types on different days. For example, Sunday night (OT2) to Monday morning (REG).  When this option is selected the Determine Report Date fields are enabled.

  Daybreak rounding rule: this rule is used in the determination of the day on which the employee’s time is recorded.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Specify the setting for Determine Report Date. Note that this is only applicable to the Day Break rule type. These options are used to specify how to report the hours that cross from one day to the next (i.e., which day to assign the punch set).
  • First IN Punch for day - with Max Hours between punchsets: this is the most common configuration.  The Max Hours between punchsets specifies how long the employee can be gone before punching back in as a continuation of the day before when his work day spans the New Day Starts time.  
    Example: New Day Starts time is midnight.  Daybreak rounding rule is configured as First In punch for day, with Max hours between punchsets set to “3”.  If the employee punches Monday 8pm – 11:30pm, and Tuesday 12:15am – 5am; both of those punchsets are considered to be “Monday” hours because the employee returned within 3 hours.  If the employee punches Monday 8pm – 11:30pm and Tuesday 3am – 7am, the Tuesday punchset is considered to be “Tuesday” hours because the employee was gone more than 3 hours.

  • Punch Set IN Punch - the Punchset In time is used to determine the day on which the punch falls without regard to the amount of time since the last out punch.  Using the example above (New Day Starts time is midnight), if the employee punches Monday 8pm – 11:30pm and Tuesday 12:15am – 5am, the 8pm – 11:30pm punchset is considered to be “Monday” hours and the 12:15am – 5am punchset is considered to be “Tuesday” hours.
  • Logical Day Break (split) - when an employee has a punchset that spans the New Day Starts time, the system splits the day as of the New Day Starts time.  Punches to denote the split are generated for the last day of the pay period (and the first day of the next pay period). For other days of the pay period, the daily hours calculation, but not the punches, reflect the split.
  • User Defined - this rule is used when the end of the workday is later than the New Day Starts time.  For example, if a shift starts at 11pm, the New Day Starts time may be set to 10pm to allow employees time to punch in before the shift starts.  But, the day actually ‘ends’ at 11pm.  The day end time is used:
  • by overtime rules that have a day cutoff, and
  • by the calc engine to split the day as of the cutoff time specified for this rule.  This is similar to the Logical Day Split, but it uses the specified time instead of the New Day Starts time.   Punches to denote the split are generated for the last day of the pay period (and the first day of the next pay period). For other days of the pay period, the daily hours calculation, but not the punches, reflect the split.

  User-defined daybreak rule notes:  If the employee arrives before the New Day Starts time, the day is split at the User-defined time.  If the employee arrived on or after the New Day Starts time, the punches have already been moved to the new day so no additional split takes place.

  Example:  New Day Start time is 10pm, User-defined daybreak time is 11pm.

  1. Employee works 4pm – 1am.  The work day spans the new day start time, so the Calc engine splits the day, leaving the hours from 4pm – 11pm on the original day and moving the hours from 11pm - 1am to the next calendar day.  If the employee worked these hours on the last day of the pay period, the system would generate punches so that 4pm – 11pm appears on the last day of the pay period and 11pm – 1am appears on the first day of the next pay period.
  2. Employee works 10:30pm – 5am.  Since the work day does not span the new day start time, there is no split.
  4. If you want to allow for Schedule Variance, click to activate this field and use the arrow keys to set the number of minutes.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.
  2. Specify the Days Included with this rule. Click to select one of the following options:
  • Scheduled – this rounding rule applies only to scheduled days.
  • Non-Scheduled – this rounding rule applies only to non-scheduled days.
  • Both – (default). This rounding rule applies to both scheduled and non-scheduled days.
• New Day Start – select this option to override the New Day Starts At setting on the Pay Group's General tab. Enter the Day Start Time that will apply to the day/shift.

  New Day Starts rounding rule: this rule overrides the Pay Group’s New Day Starts configuration.  The New Day Start time is used:

  • by the posting process, in conjunction with the First In Punch for Day and Punchset In Punch daybreak rules (plus several other configurations) to orient punches on the correct day on the time card, and
  • by the Logical Day Split daybreak rule to shift a portion of the day to the next calendar day.
     

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. To set the Day Start Time, click and in the drop-down list choose the time that a new calendar day begins.
  4. Set the Roll by clicking either Forward or Back. The roll parameter controls the day to which a time punch belongs. For example, if the New Day Starts At time is set to earlier in the day (e.g. 6:00AM), Roll is set to Back to indicate that punches before 6:00AM belong to the prior calendar day. If the New Day Starts At time is set to later in the day (e.g. 10:00PM), Roll is set to Forward to indicate that punches from 10:00PM until midnight belong to the next calendar day. If the New Day Starts At time is set to midnight, the Roll option can be set to either Back or Forward; the effect is the same.

   

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, and/or levels by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  2. Specify the Days Included with this rule. Click to select one of the following options:
  • Scheduled – this rounding rule applies only to scheduled days.
  • Non-Scheduled – this rounding rule applies only to non-scheduled days.
  • Both – (default). This rounding rule applies to both scheduled and non-scheduled days.
• Phantom Schedule – generates a schedule for employees based on the in punch for the day; it is used when you do not want to establish strict schedules but want to track attendance exceptions. The schedule start time is derived from the time of the in punch and all applicable rounding rules. The schedule end time is based on the start time and the length of the shift.

  General tab

  1. Assign a unique identifier as the Rule ID and enter a Rule Description.
  2. If you want this rounding rule to be available in the system, click to place a check mark next to Active (default).
  3. Specify Phantom Schedule Round by clicking Use Exact Punch (default) and choosing from the list of available options:
  • Use Exact Punch – uses the exact punch times rather than any form of rounding.
  • Next (Forward) – rounds the time applied up to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:15.
  • Previous (Back) – rounds the time applied down to the next increment. For example, if the increment is set to 15 (minutes) and the employee punches at 7:07, the time applied is 7:00.
  • Near (Mid Point) – rounds the time applied either up or down to the next or previous increment, respectively, based on the mid- or crossover-point. For example, let's assume the increment is 15 and the mid-point is 7. If an employee punches at 7:07, the time applied is 7:00. Conversely, if the employee punches at 7:08 the time applied is 7:15.
  • Increment Table – selects a timetable created in the rounding table section. Uses the table types defined as minute range. Note that rounding tables must be created prior to being selected here.
  • Time Table – selects a timetable created in the rounding table section. Uses the table types defined as time of day range. Note that rounding tables must be created prior to being selected here.
  4. Specify the Shift Hours by clicking the arrow keys to set the number of regular hours of this shift.
  5. Specify the Break Minutes by clicking the arrow keys to set the number of Break Minutes  for this shift.

  Applies To tab

  1. Specify how the rules are to apply to shifts, days, levels, and/or pay types by selecting one or more of the following options:
  • All Shifts – (default). To specify shifts, click to remove the check mark and click Select Shifts to choose specific shifts from the list.
  • All Days – (default). To specify days, click to remove the check mark and click Select Days to choose specific days from the list.
  • All Levels – (default). To specify levels, click to remove the check mark and click Select Levels to choose specific levels from the list.
  • All Pay Types – (default). To specify pay types, click to remove the check mark and click Select Pay Types to choose specific shifts from the list.

Save your rounding rule. When you are finished entering settings, choose one of the following ways to save the new rounding rule:

• Click Save to save the new rounding rule.
• Click Save and New to save the rounding rule and enter a new rounding rule.
• Click Save and Close to save the rounding rule and close the new rounding rule dialog.

1. Double click anywhere on a rounding rule's display line to open the rounding rules dialog. If the rounding rule you want to edit does not appear on screen, you can locate it one of three ways:

• Enter the name (or first few letters) of the rounding rule in the Find Rounding Rule box and click Go.
• Using the alphabet-bar at the bottom of the screen, click the first letter of the rounding rule to return rounding rules that start with that letter. Click # to return records that begin with a number. Click All to return all rounding rules.
• Click next to the View field and choose to view your rounding rules by All, Active, or Inactive.

2. Make necessary changes to the rounding rule. For information on the setup fields, see creating a new rounding rule in the section above.
3. Click Save to save the edited rounding rule.

Click Save and New to save your changes and enter a new rounding rule.

Click Save and Close to save your changes and close the rounding rule dialog.

1. Click Copy Rule. You can copy the rule to the currently selected pay group or to another pay group. Note that if·you are copying to the same pay group, you must specify a new name for the rule.

2. To select the rule you want to copy, click and choose from the list of available rounding rules.
3. Specify the Pay Group to copy to by clicking the and choosing from the list of available pay groups.
4. Assign a New Rule ID by typing it into the New Rule ID text box.

1. Click to highlight the display line of the rounding rule you want to delete. To select multiple rules, hold the Ctrl key while you click. If a rounding rule you want to delete does not appear on screen, you can locate it one of three ways:

• Enter the name (or first few letters) of the Rule ID in the Find Rounding Rule box and click Go.
• Using the alphabet-bar at the bottom of the screen, click the first letter of the rounding rule to return rounding rules that start with that letter. Click # to return records that begin with a number. Click All to return all rounding rules.
• Click next to the View field and choose to view your rounding rules by All, Active, or Inactive.

2. Click Delete Rule. Note that a rule cannot be deleted after it is attached to any records.