Setting Up Timesheet Options
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For options 1 and 3, you must enable the Bank if possible check box for each condition of the overtime rule
for which time should be automatically banked.
Defining the Minimum or Maximum Hours that are Required on a
Timesheet
You should create validation rules if you want to ensure a timesheet has a minimum and/or maximum num-
ber of hours entered before it can be submitted.
An unlimited number of rules can be created, but you can only assign one rule at a time per user. The con-
ditions within a rule will be applied to the timesheet as "AND" conditions, meaning the conditions work to-
gether to narrow the options for valid timesheets.
For example, you might require your employees to work a minimum of eight hours a day for each weekday,
but no employee is allowed to work more than 60 hours in a week. To accomplish this, you would set up one
rule with two conditions:
A work day is equal to or greater than eight hours
A week is less than or equal to 60 hours.
In this situation, all timesheets would have to meet both conditions before they could be submitted.
Validation rules are only available with a Time & Attendance Edition license and can be set at:
Administration > Timesheet Setup > Validation Rules
When creating a validation rule, you must specify the following:
1. The name of the rule, which will be used to identify the rule when assigning it to users
2. Any number of conditions, and the periods that they apply to:
Day rules define the hours for a single day at a time.
Week rules define the hours for seven days from the timesheet period start date. If you
have a monthly timesheet, a weekly rule will only be executed if the last day of the week is
greater than the first day of the rule.
For example, if your rule is set to run from January 16th to January 30th, and the timesheet
displays the week of January 15 - 21, the rule will apply because the last day of the week is
greater than the start date of the rule.
Timesheet Period rules define the hours for the entire timesheet period. This rule will only
be effective if the timesheet end date is less than or equal to the rule end date. For exam-
ple, if your timesheet period is monthly, and your rule is set to run from January 1st to Jan-
3. Automatic + User banking
Each timesheet period, the user can choose to either bank:
ALL of their overtime hours, or
ONLY overtime hours you selected in their overtime rule
For more information on banking time, refer to the Banking Time topic in the Web TimeSheet online
help.
Validation rules include time off hours. For example, if a validation rule requires users to enter more
than seven hours per day on their timesheet, a user who has taken the day off must account for that
time by entering more than seven hours of time off.
Banked Time Option
Description