Configuring Shifts

To configure shift parameters, use the Shifts form.

To specify shift parameters:

  1. Open the Shifts form.
  2. On the Shifts form, select a shift from the grid, then specify this information:

    3. Active

    Select to allow users to clock in using this shift.

    Report Date Adjustment

    This field pertains to shifts that start on one date and end on the following date. Specify Previous Day to report all clocked hours on the clock-in date. Specify Current Day to report all hours on the day they occur. Specify Next Day to report all clocked hours on the clock-out date.

    Logical Midnight

    Specify the time at which the report date changes from today's date to tomorrow's date. This is typically 12 hours from the midpoint of a shift.

    Logical Midnight Adjustment

    This field pertains to shifts that span logical midnight. Specify Previous Day to report all clocked hours that span logical midnight on the clock-in report date. Specify Current Day to report clocked hours on the day they occur. If Current Day is selected, a clock-out record will be generated immediately before logical midnight, and a clock-in record will be generated immediately after logical midnight, splitting the hours record into a separate record for each day. If a job is running when this split occurs, it will be stopped and re-started.

    Shift Type

    Specify Dynamic or Static. Static shifts are fixed to the shift start and end times. Regardless of where the punches occur on the report date, the hours between Start and Stop must be accounted for with clocked hours or absence hours. Dynamic shifts do not require an absence to be created to account for unclocked time during the shift. For dynamic shifts, a supervisor's authorization is sufficient to account for any unclocked time during the shift.

    Overtime Calculation Method

    Specify Weekly, Daily, or Daily and Weekly. Weekly uses overtime rules defined in Employee Type to set an overtime threshold. Clocked and OT Eligible hours accumulate through the shift week as regular hours. Upon reaching the overtime threshold, the hours begin to categorize as overtime hours. Daily uses the hours specified on the Authorized Hours tab to define how many regular hours to book before booking overtime hours. Daily and Weekly uses authorized hours to determine daily hours categorizations, then uses the overtime threshold to determine how to categorize hours on non-working days.

  3. Specify codes for regular, overtime, and double time hours and for overtime and double time that occurs before the scheduled shift. These codes must match valid labor type codes used in the ERP.
  4. To define the shift week, use the seven inline lists immediately above the Core Times and Authorized Hours tabs. Set the leftmost field to the day that represents the first day of the shift week. After you set the first day, the next six fields fill sequentially.
  5. On the Core Times tab, specify the start time, end time, and reduction set for this shift on each day. Then, specify this information:

    6. Work Code

    Specify one of these codes:

    Day Type

    Specify one of these types:

  6. On the Authorized Hours tab, specify this information for each day:

    7. Hours

    Specify the total number of permissible Regular, Overtime, Doubletime, Overtime Before Shift, and Doubletime Before Shift hours. When hours on a shift day exceed authorized hours, an exception will be generated.

    Premium Code

    Specify shift premium codes as appropriate for each day. During the payroll process, premium hours will be added to hours that occur on shift days configured to pay a premium.

Related Topics

Shifts

Shift Patterns

Reduction Sets

Employee Types