Employees who frequently log additional time cost the employer money. Employees who frequently work under their assigned hours can cause other problems, such as lapses in coverage or amount of work completed.
To handle these issues, you can set up "Over Hours" and "Under Hours" exceptions, which trigger when an employee works over or under their scheduled allotment of hours.
In this article, you will learn:
The high-level overview
Creating "Over Hours" and "Under Hours" exceptions requires several steps:
Create a Maximum Hours policy and/or a Minimum Hours policy.
Create one or both of the following exceptions policies:
OverHours
UnderHours
Add the Maximum Hours policy and/or a Minimum Hours policy to your employees' master profile.
How to create a Maximum Hours policy
For your "Over Hours" exception policy to take effect, you need to define your maximum hours, which are the maximum hours per pair, per day, or per week your employees are to work.
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Policies > Maximum Hours.
Click Add.
Complete the fields listed below.
Click Save.
Field | Description |
Code | An abbreviated name for the policy. |
Description | A short descriptive name for the policy. |
Maximum Hour Type | The options are:
|
Week Start | The day that is the beginning of your company's workweek. (This option works only if you select PerWeek above.) |
Action Type | The action that will alert you of the flagged exception. The options are:
|
Maximum Hours | The maximum number of hours allowed to be worked. For example, if the employees' workday should be 8 hours long, enter 8. |
How to create a Minimum Hours policy
For your "Under Hours" exception policy to take effect, you need to define your minimum hours, which are the minimum hours per pair, per day, or per week your employees are to work.
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Policies > Minimum Hours.
Click Add.
Complete the fields listed below.
Click Save.
Field | Description |
Code | An abbreviated name for the policy. |
Description | A short descriptive name for the policy. |
Minimum Hour Type | The options are:
|
Week Start | The day that is the beginning of your company's workweek. |
Action Type | The action that will alert you of the flagged exception. The options are:
|
Minimum Hours | The minimum number of hours an employee should be paid for. For example, if the employees' workday should be 8 hours long, enter 8. |
Exception Policy | This field is can be used if you have multiple exceptions in a day and don't want this exception to take precedence over another. In most cases, you can leave this field as None. |
How to create the exceptions policies
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Policies > Exception Policies.
Click Add.
In the Code field, enter an abbreviated name (for example, MP).
In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.In the Description field, enter a short descriptive name (for example, Missing Punch).
From the Exception Type drop-down list, select OverHours or UnderHours.
To set how the exception appears on your dashboard, select one of the following options from the Exception Severity drop-down list:
Low
Medium
High
Selecting High displays the exception in red on the dashboard.
Click Save.
Tip: To receive a daily or weekly report of OverHours or UnderHours exceptions, see How to Receive a Daily or Weekly Report of All Exceptions.
How to apply the Minimum Hours and Maximum Hours policies to a master profile
Log in to your Fingercheck account as an Administrator.
Click the Setup tab > System > Master Profiles.
Select the profile to which you want to apply your policies.
The Master Profile page appears.
From the Minimum Hour Policy drop-down list, select the policy.
From the Maximum Hour Policy drop-down list, select the policy.
Click Save.
For more information, see How to Set up a Master Profile.
How hours are added or removed with these policies
With the Maximum Hours and Minimum Hours policies, you can have hours automatically added or removed hours to an employees' time card.
To add hours if your employee works less than their daily or weekly scheduled hours, the Action Type field works in conjunction with the Minimum Hour Type. Simply select AddAndException or AddOnly from the Action Type drop-down list, and additional hours are added to the time card to meet the minimum hours requirement.
To remove hours if your employee works more than their daily or weekly scheduled hours, the Action Type field works in conjunction with the Maximum Hour Type. Simply select CapAndException or CapOnly from the Action Type drop-down list, and any additional hours worked are removed from the time card set the hours to the maximum hours.
How to get notified when an employee works more than the maximum scheduled hours
If you create a Maximum Hours policy, you can create an alert to notify you when an employee works more than their scheduled hours.
Tip: If you want to be notified if your employee is getting close to working overtime (for example, 40 hours), set your Maximum Hours policy to a lower number (such as 32) so that you are notified when they work that number of hours.
Log in to Fingercheck as an Administrator.
Make sure you have a schedule policy that outlines your employees' hours.
Click the SETUP tab > Policies > Alert Policies.
Click Add.
In the Code and Description fields, enter a code and brief description to label the policy.
From the Action Type drop-down list, select how you want to be notified:
Email
Text
Phone
All
Notification (for a push notification to the mobile app)
Depending on the Action Type option you selected, complete the corresponding fields in the Alert Policy Information section.
If you selected Email, you can enter multiple email addresses into the Email field separated by commas.
If you selected Text, enter a phone number in the Phone field.
If you selected Notification to be alerted by push notification, select the users you want to be notified from the Available Users list. The selected names are added to the Selected Users list.
From the Alert Rules section at the bottom of the window, click Add.
In the Add Alert Rule pop-up window
From the Alert Type drop-down list, select MaxHours.
Leave the default in the MinutesPassedSchedule field.
Click Apply.
Click Save to save the alert policy.
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