Configuring Shifts

To configure shift parameters, use the Shifts form.

  1. Open the Shifts form.
  2. 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. You can set the time when employees are not expected to clock in. 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
    The calculation done for the overtime hours of the employees. Possible values are:
    • Weekly: This method uses overtime rules defined in the Employee Type form to set an overtime threshold. The Clocked hours and OT Eligible hours accrue through the shift week as regular hours. Once the overtime threshold is reached, the hours are categorized as overtime hours.
    • Daily: This method uses the hours specified on the Authorized Hours tab to define the regular hours, which is to be set before overtime hours.
    • Daily and Weekly: This method uses authorized hours to determine daily hours. The overtime threshold and complete week parameters on the Employee Type form are also used to define the hours on non-working days.
    • California: This method uses the categorized hours and the weekly threshold to set the OT hours for the employees.
      Note: When the 7th Day field is set to this value, these fields are displayed:
      • Include All Worked Hours To OTThreshold
      • Non OTEHours To Weekly Threshold
      • Count Daily Authorized Only
    Overtime Threshold
    The limit to define the clocked hours and the overtime time eligible absence hours of the employee. The Overtime hours can be calculated only if the employee has worked for forty regular hours. If the Use OT Threshold From Shift field on the Employee form is set to Yes, the Weekly method and the Daily and Weekly method, uses the value in this field to calculate the overtime threshold. Else, the Weekly method and Daily and Weekly method uses the value specified on the Employee Type form to calculate the Overtime Threshold.
    Note: The Daily method does not use this value. The California method uses this value regardless of the value specified in the Employee form.
    Double time Threshold
    The limit which defines the total of Clocked Regular hours, Overtime hours, and OT Eligible absence hours for the current shift week. The default value is set to 6000. Example: For a 40-hour regular work week plus a requirement of 20 hours of overtime, the value for Double Time Threshold is specified as 6000.

    If the Use OT Threshold From Shift field on the Employee form is set to Yes, the Weekly method and the Daily and Weekly method, uses the value in this field to calculate the double time threshold. Else, the Weekly method and Daily and Weekly method uses the value specified on the Employee Type form to set the threshold. The California method uses the value in this field to set the double time threshold on the 7th consecutive day of the work week. Example: On the shift days 1 to 6, the double time threshold may be set for 12 hours but for the 7th consecutive day the threshold is modified to 4 hours. To set the 7th day threshold for 4 hours, specify 400 in the double time field.

    Note: The Daily method does not use this value. The California method uses this value regardless of value specified in the Employee form.
    7th Consecutive Day Measurement Period
    The method to calculate the work hours of the employee for the 7th consecutive day. Some companies only uses the double time threshold value to calculate the 7th consecutive day work hours.
    Note: A work day is defined as a day that comprises of both the clock-in and the clock-out hours, regardless of the duration between the clock-in and the clock-out hours.

    Possible values to calculate the hours for the 7th Day are:

    • Shift Week: The work hours for the seventh consecutive day is calculated based on the week defined for the shift.
    • Mon - Sun: The work hours for the seventh consecutive day is calculated in the interval of Monday to Sunday, so the measurement period resets every Monday.
    • Sun - Sat: The work hours for the seventh consecutive day is calculated in the interval of Sunday to Saturday, so the measurement period resets every Sunday.
    • Rolling7: The work hours for the seventh consecutive day is calculated based on any series of seven consecutive days that meets the criteria of a work day.
    • None: The work hours for the seventh consecutive days are not calculated.
    Include All Worked Hours To OTThreshold
    If this check box is selected, all clocked hours towards the weekly OT threshold can be calculated.
    Note: The default configuration in the California overtime method is to calculate the regular hours, including Overtime Eligible Absence hours towards the weekly OT threshold.
    Non OTEHours to Weekly Threshold
    If this check box is selected, Non-Overtime Eligible Absence hours are not calculated towards the daily OT Thresholds but are calculated towards the Weekly OT threshold.
    Count Daily Authorized Only
    If this check box is selected, only the daily work hours is calculated.
    Note: 
    • When Include All Worked Hours To OTThreshold check box and Count Daily Authorized Only check box is selected, the hours used to calculate towards the Weekly OT threshold is limited to only the total number of authorized hours for the day (Regular + Overtime + Double Time).
    • When Count Daily Authorized Only check box is cleared, all clocked hours and Overtime Eligible Absence hours are calculated towards the Weekly OT threshold.
  3. Specify Labor Type codes for regular, overtime, and double time hours. When a Static shift is used, specify Labor Type codes for overtime and double time that occurs before the scheduled shift as well. 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.
  4. 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 : All hours mustl be categorized based on the OT Method selected for the shift.
    • 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.
  5. 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.
  6. 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:
    • None: Employees will not be automatically clocked out.
    • At Midnight: Employees will be automatically clocked out at midnight.
    • At Logical Midnight: Employees will be clocked out at logical midnight.
    • After Shift: Employees are clocked out at a specified time after the shift ends. If you select this value, in the Hours After Shift(HHMM) field, specify how much time must pass after the shift ends before employees are automatically clocked out.
  7. Click Save.
Parent topic: Overviews and Procedures
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