Configuring Shifts

Open the Shifts form.
On the Shifts form, select a shift from the grid, then specify this information:
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 feature is not yet implemented. Select Previous Day.

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, Daily and Weekly, or California. 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. California uses the categorized hours to provide employee with the greatest amount of OT hours.

7th Consecutive Day Measurement Period
To comply with California labor laws, specify how to calculate when a seventh consecutive day has been worked:
Note: For the purposes of calculating when seven consecutive work days have occurred, a work day is defined as a day that contains both a clock in and clock out record, regardless of the duration between them.
- Shift Week: A seventh consecutive day is calculated based on the week defined for the shift.
- Mon - Sun: A seventh consecutive day is calculated within the interval of Monday to Sunday, so the measurement period resets every Monday.
- Sun - Sat: A seventh consecutive day is calculated within the interval of Sunday to Saturday, so the measurement period resets every Sunday.
- Rolling7: A seventh consecutive day is calculated based on any series of seven consecutive days that meet the criteria of a work day.
- None: Seventh consecutive days are not calculated.
Overtime Threshold

Specify the Overtime Threshold, for shifts using OT methods that contain a Weekly OT component (ie, Weekly, Daily and Weekly, and California). The value is specified in the HHMM format. The value entered represents the threshold from which clocked hours and an additional OT-eligible absence hours begin are categorized as overtime, instead of regular hours. A requirement of 40 regular hours before overtime is paid, is expressed as 4000. This functionality does not impact shifts that are configured to pay Daily OT or daily component of blended OT methods such as Daily and Weekly or California .
Note: The value specified as the OT threshold is used by the weekly components in the Weekly, Daily and Weekly and California OT Methods to determine the time from when the hours can be categorized as OT.

Double time Threshold
Specify the Double Time Threshold, which defines the point at which hours start to categorize as double time. The default value is 6000. The value you specify represents the total of Clocked Regular, OT, and OT Eligible absence hours for the shift week. For a 40-hour regular work week and an additional requirement of 20 hours of overtime, the Double Time Threshold is expressed as 6000. When the 7th Day parameter is set to None, this functionality does not impact the shifts that are configured to pay Daily OT or Daily and Weekly OT. When the 7th Day parameter is specified, this value represents the daily DT threshold that must be used on that day.
Note:

The field is applicable for Daily, Daily or Weekly or California OT Methods, only if 7^th day is set to a value other than None and this value represents the time from when the daily hours can be categorized as DT.

The hours entered prior to the threshold value are categorized at OT. There are no Regular hours on the 7^th day.
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.
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.
On the Core Times tab, specify the start time, end time, and reduction set for this shift on each day. Then, specify this information:
Work Code
Specify one of these codes:
- Eligible for Overtime : Hours will be categorized as Regular up to the overtime threshold, then additional hours will be categorized as overtime or double time. Overtime rules and the overtime threshold are specified in the Employee Type form.
- Regular: All hours clocked in this day will be categorized as regular.
- Overtime: All hours clocked on this day will be categorized as overtime.
- Double Time: All hours clocked on this day will be categorized as double time.
Day Type
Specify one of these types:
- Working Day: Regular clock-in rules and exceptions are applied.
- Non-Work Day: Clock-in rules are suspended and absence hours cannot be generated on a non-working day. Authorized hours for the shift day are still in effect, so exceptions may occur when clocked hours exceed authorized hours.
- Not Allowed: No clock-ins will be permitted on this day.
On the Authorized Hours tab, specify this information for each day:

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.
On the Auto Clock Out tab, in the Auto Clock Out field, select the time for the automatic clocking out of the employees. At the selected time the employee are clocked out using the scheduled shift end time as the transaction time:
- At Midnight: The auto clock out occurs at the calendar midnight.
- At Logical Midnight: The auto clock out occurs at the logical midnight.
- After Shift: The auto clock out occurs at the number of hours or minutes after the scheduled end time specified for the shift day ends. If you select this value, in the Hours After Shift(HHMM) parameter is displayed.
- None: This is the default value.
Click Save.