In a perfect world everybody would show up to work on time, nobody would leave early, and employees would never deviate from their assigned schedules. However, life is far from predictable and the same applies to people. Fingercheck makes it easy for you to keep track of employees who arrive and leave early or late by creating Exception Policies.
Fingercheck is built with the capability of many different exception types that flag every kind of abnormal punch imaginable, whether it be missing in or out punches, unscheduled punches, or over/under hours punches. These Exception Types work in combination with your employees' Schedule Policy to determine when to trigger. However, in order to avoid inundating your screen with information you may not have use for, you have to set up the Exception Policy to tell Fingercheck which ones you want to use.
In this guide, we'll teach how to create a basic Exception Policy that works with your employees' schedules to notify you of early and late in/out punches. To set up your policy, follow these steps:
- From the Fingercheck Dashboard, go to Setup > Policies > Exception Policies.
- Click on the blue "Add" button to create a new policy.
- You will be brought to a new page to begin filling out your Exception Policy. Fill out the fields as follows - create a "Code" to label your policy and a "Description" that describes your policy. Select the exception type you wish to make from the "Exception Type" drop down menu. In this case, we're selecting "InEarly", which, as the name implies, will trigger an exception whenever the target employee(s) punch in before their Schedule Policy's assigned Start Time.
- Once set up, Exceptions will appear in a few places within Fingercheck, including your main Dashboard, on the employee's Time Sheets, and on some reports. These appearances also come with a "Severity" label.
To adjust how urgent the exception appears in your dashboard, you can choose from Low, Medium, or High by the "Exception Severity".
Here we give you an idea of how all three would look - as you can see the color changes according to the level you pick:
- When you are finished click "Save". Now you have created your Exception Policy!
You're not done yet though! Now for your policy to actually take effect and be useful, you will need to make sure that the Employee's Schedule Policy is set up properly. Specifically the "Window" fields of the Schedule Policy, shown below, which specify how many minutes before or after the scheduled start and end time should be flagged as an exception. After you have set your limits, the system will know when to trigger an exception according to the minute window times you have set. For more information, see our article on setting up schedules.
Once you've checked over your Schedule Policy, navigate over to your employees' Master Profile to double check whether the start date matches the start date of your Exception Policy.
After you complete these requirements, your Exception Policy should be fully running! You will receive notifications on your Fingercheck Dashboard when your employees trigger the policy, and be able to see these exceptions on Time Cards and some reports.
Lastly, if ever you (or your employer) are in need of technical assistance, you can contact our Support team at 1-800-610-9501, or, use our in-app messaging feature by logging into our secure site and initiating a conversation.
To learn more about our cost effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com. Interested in our services? Sign up for a 30-day free trial and get started with FingerCheck today.