¶ Settings
This page contains the company's global settings.
¶ 1. Warning when trying to change a shift in the past
If the check mark is enabled, a warning will be displayed if you try to change the shift in the past.
¶ 2. Displaying the amount of working hours for employees on the schedule
- If the option is selected “Do not show” - the employee will not be shown the amount of working hours on the schedule.
- If you select “Only their own” the employee on the schedule will be shown the amount of only his working hours.
- If you select "Show all" to employees on the company schedule, the sum of the working hours of all employees in the schedule will be displayed.
¶ 3. Shift confirmation by employee
If the "Require shift confirmation" checkbox is enabled, then when creating a schedule, or making changes to shifts, the employee will be displayed a message with the need to confirm shifts.
In the pop-up window, the employee can get see also with the shifts.
After confirmation of the shifts by the employee, the owner / administrator / manager on the "Company Schedule", the shifts will display a "Tick" which means that the employee has see also himself with the shifts, and confirmed them.
¶ 4. Forbid shift overlapping
In this setting, it is possible to prohibit the crossing of shifts by time: within the entire company, within the project or to allow the intersection of shifts in time.
- Prohibition of crossing shifts by time at the company level:
When creating a schedule by selecting employees that have shifts, at the company level - a warning will be displayed with information about employees whose shifts overlap on time with the existing ones. In the popup window you can confirm the action, or change the parameters.
When creating a shift/request to create a shift, if there is an overlapping shift at company level, the request or shift will not be created. A notification will be displayed.
Notification to the company owner/administrator/manager:
Notification to the employee when a shift is created:
- By choosing to prohibit the intersection of shifts by time at the project level.
When you create a schedule by selecting employees that have overlapping shifts in the selected project - a warning message will be displayed with information about employees whose shifts overlap with the existing ones. In the popup window you can confirm the action, or change the settings.
When creating a shift/request to create a shift, if there is an overlapping shift at company level, the request or shift will not be created. A notification will be displayed.
Notification to the company owner/administrator/manager:
Notification to the employee when a shift is created:
- If you select "Allow shift overlapping", an employee, owner, manager, administrator when creating a schedule, creating a shift, a warning about the intersection of shifts by time will not be displayed.
¶ 5. Allowing an employee to add/remove a mark on a shift
If the check mark in the "Allow" field is worth it , then the employee will be able to add and remove marks on his shift without the manager's confirmation.
¶ 6.Allowing an employee to add/remove location on shift
If the check mark in the "Allow" field is worth it, then the employee will be able to add and remove locations on his shift without the confirmation of the manager.
¶ 7. Adjusting the sensitivity when changing the shift time
If you change the shift time, a warning will be displayed about the need to correct the break time. If the shift time is changed or shifted by a smaller number of minutes than in the setting (field - Time limit (minutes)) - a warning will not be displayed about the need to correct the time of breaks.
If the "Allow to start a break at any time" field is ticked, the employee will be able to start the break at any time, even if there are no scheduled breaks on the shift.
In the settings of this option it is necessary to specify:
To pay for the break or not to pay for it.
The duration of the break.
Action with the break if the employee did not finish it. Notify the manager and the employee (an email will be sent to the employee and the manager informing them that the break is not over) or "Close", then the break will be completed automatically.
Notification to the manager:
Notification to the employee:
- Limit the maximum number of employees on an unplanned break at the same time. This option will allow you to specify the maximum number of employees who can be on a break at the same time.
¶ 8. Settings for module “Attendance”
When you enable the Allow "Clock in" option from the browser, the employee will have the "Start Shift" button after logging into the account. Additionally, it is possible to establish a check by IP address. That will allow, allow the employee to start the shift, only from a certain workplace.
When you enable the Allow "Clock in" option from a mobile application, the employee in the mobile application will have the "Start Shift" button active. Additionally, it is possible to install a GPS check, for this it is necessary to install a location on the shift, and then the employee will be able to start the shift only in the radius of the specified location.
If the option to check by GPS is enabled, and the location is attached on the shift, then the employee will be notified when clicking on the "Start Shift" button the employee will be notified of the permission to use geolocation.
In the next step, the employee will be displayed his actual location.
If the employee is not within the specified location on the shift, then when you click on "Start shift" button, an error will be displayed, the shift will not start.
- Settings for changing the time of the event.
If the checkbox "Change event time (shift, break)" is enabled, then when the employee presses the start shift/break button, the actual time of the beginning and end of the shift / break will be displayed on the shift.
- Settings "Record late time".
If the "Record late time" checkbox is selected, the employee's time of tardiness will be automatically marked for the shift, in the difference from the planned time and the actual time.
- Settings for shift and break limits.
Shift restrictions:
If the "Enable" checkbox is enabled, the next step is to configure the information about "How much the employee can start the shift "earlier" - in the number of minutes before the start, and "How much later the employee can "complete" the shift - in the number of minutes after the end"
Restrictions on breaks:
If the "Enable checkbox is enabled, the next step is to configure the information about "How much earlier the employee can start the break - in the number of minutes before the start, and "How much later the employee can "end" the break - in the number of minutes after the end.
- Notify the manager about late employees.
If the check mark is enabled, "Notify the manager about late employees", the next step is to indicate how many minutes after the start of the shift, the manager should receive notifications about late employees.
¶ 9.Auto penalties settings
This setting allows you to put on the shifts automatically fines for being late. To do this, you must tick "Enable auto penalties for late". The next step is to specify:
- What type of penalty should be used: Fixed or per minute penalty.
- Fixed penalty - the amount of the fine, will be charged one-time regardless of the number of minutes late.
- Per minute penalty - the amount of the fine, will be billed from the specified amount of the fine, for each of minutes late.
2. Penalty amount.
3. Allowed number of minutes late. (From what minute after the start of the shift will the penalty for being late be applied).
¶ 10. Settings for module "Tasks"
If there is a check mark - Check the location using GPS, the employee will be able to start the task only while within a permissible radius from the client's address.
The allowable radius from the customer address is in meters.
- Minimum level of access rights for creating tasks
When configuring this option, access to the creation of tasks will be either with the administrator, or with the manager, or with the employee.
Having given the right to create tasks - an employee, it is possible to additionally select positions, and then only those employees who have the selected position can create tasks.
- Allow employees to take free tasks.
When this option is enabled, all employees will be able to see and take all free tasks from the task bank.
¶ 11. Settings for module "Time off requests"
If the Allow employees to see coworkers' shifts checkbox is enabled - an employee on the schedule (if the option: to see their coworkers' shifts is enabled in schedule/project settings) will see their coworkers' shifts.
If the tick is enabled: "Enable additional type of time off" - it is possible to create a new additional type of time off by entering the full name, additionally it is possible to specify a short name, and specify what type of time will refer to the additional type of time off.
An additional type of time off can be specified when creating a request:
The additional type of time off is displayed when you export the timesheet:
