Schedule policies in Fingercheck are an important and helpful tool for companies. Schedule policies allow you to tell Fingercheck when an employee is supposed to be clocked in. Then, Fingercheck can use that information in several ways (most commonly in tandem with exception policies and alert policies).

You can create as many schedules as you want and assign them to all your employees so that your staff operates on the correct schedules you need using Fingercheck.


In this article, you will learn:


How to set up a Schedule Policy

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Schedule Policies.

  3. Click Add to open the Schedule window.

  4. In the Code and Description fields, enter an abbreviated name and a short description for the policy.

    Combined, these fields make up the full name of the policy as displayed in other areas of Fingercheck.

  5. Enter the number of minutes for each grace period for your employees to punch in or out:

    • In Early Grace Period

    • In Late Grace Period

    • Out Early Grace Period

    • Out Late Grace Period

    If you are flexible about what constitutes an exception, this schedule rule can offer your employees leniency and prevent you from receiving notices on minor clock-in infractions. For example, if your employees are scheduled to come in at 9:00 a.m., but you allow them to punch in 5 minutes early or late without triggering an exception, enter 5 into the appropriate Grace Period fields.

    If you have an exception policy, you can make a rule that your employees can be late or early by a set number of minutes and allow them to clock in without triggering an exception in the In Early Grace Period and In Late Grace Period field. For more information, see How to Create Early and Late Exceptions.

  6. In the Schedule Rules section, edit or add schedule rules. (Default rules are set up from 9:00 a.m. to 5:00 p.m. from Sunday to Saturday.)

    1. To delete any days that aren't applicable, click the Delete icon (trash can).

    2. To edit an exisiting schedule, click the Edit icon (pencil), and edit the fields, which are described in About fields in the Edit Schedule Rule window below.

    3. To add a schedule rule, click Add.

      The Add Schedule Rule pop-up window appears.

    4. Complete the fields, which are described in About fields in the Edit Schedule Rule window below.

    5. Click Apply.

  7. Click Save to save the schedule policy.

  8. Apply the policy to your employees' master profile.

    1. Click the Setup tab > System > Master Profiles.

    2. Select the profile to which you want to apply your scheduling policy.

    3. From the Scheduling Policy drop-down list, select the policy.

    4. Click Save.

      For more information, see How to Set up a Master Profile.

About fields in the Edit Schedule Rule window

Following are the fields to complete in the Add Schedule Rule window for a schedule policy.

Field

Description

Schedule Week Day

Select a day for the schedule.

Week Number

When creating a set schedule, enter 1.

When creating a rotating schedule (a schedule that operates one way one week and a different way the next week), enter a number other than 1.

To accommodate for constantly shifting schedules, create multiple rules outlining which schedules apply to each week. For example, if the first week your employees work from 9 a.m. to 5 p.m. and the second week they work from 10 a.m. to 6 p.m., enter 1 for the first week and 2 for the second, and so on.

Start Time

Start time for the schedule.

End Time

End time for the schedule.

In Start Minute Window

In End Minute Window

Out Start Minute Window

Out End Minute Window

Set windows of time to trigger exceptions for early and late punches:

  • In Start Minute Window: The number of minutes before the start time that would trigger an exception.

  • In End Minute Window: The number of minutes after the start time that would trigger an exception.

  • Out Start Minute Window: The number of minutes before the out time.

  • Out End Minute Window: The number of minutes after the out time.

For example, a scheduled start time might be 8:00 a.m. If you enter 15 for In Start Minute Window and you enter 15 for In End Minute Window, exceptions are triggered when when employees punch in before 7:45 and 8:15 a.m.

If you want to create related exceptions and alerts, see How to Create an Alert for Missed In Punches.

Strict Schedule

In conjunction with the In Start, End Start, Out Start, and Out End Minute Window fields above, select the following options to round the punch to the actual scheduled time:

  • Strict In: For example, the scheduled start time is 8:00 a.m. and the In End Minute Window is 15. If the employee punches in at 8:05 a.m., the punch is set to 8:00.

  • Strict Out: Similarly, the scheduled end time is 6:00 p.m. and the Out Start Minute Window is 5. If the employee punches in at 5:56 a.m., the punch is set to 6:00.

Strict In Punch On Clock

Select this option to refuse a punch before the scheduled time.

This option works only for mobile, web, and tablet punches (not time clocks).

Start Break Time

The scheduled start time for this day's break.

End Break Time

The scheduled end time for this day's break.

Master Profile

If your employees have differing policies on different days of the week, select a master profile from the drop-down list to override the master profile on this scheduled day.


For example, if on Fridays, an employee has a different break policy, you would have a separate master profile with that break policy and specify it here.

Auto Add Hours

The number of hours to automatically add to the employee's total hours for that day on their time card, if the employee does not punch in.

Effective Days

  • Start Date

  • End Date

The dates you want to start and end the schedule.

If you are creating a "permanent" schedule, enter a date far into the future such as 1/1/2099.

Division Earning

Select the earning code to override to the hours worked under this schedule rule. (The options in this drop-down list are fed from SETUP > Payroll > Earnings.)

Selecting a division earning is useful when employees have a differing pay structure on a certain day of the week.

Copy

Click this button to copy all settings you've set here to all of the other days in your policy.

How to apply the policy to employees

To apply your schedule policy, you can take one of the following actions:

  • Use a master profile so that all the employees who are assigned to that master profile will use this schedule.

  • Set the policy for individual employees.

How to apply the policy via master profile

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > System > Master Profiles.

  3. Click the Edit icon (pencil) next to the master profile you would like to assign the schedule to.

  4. Select the Use Scheduled checkbox.

  5. From the Schedule Policy drop-down list, select the schedule policy.

  6. Click Save.

How to apply the policy by individual employee

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab.

  3. Click the name of the employee to open their record.

  4. Click the Profile tab.

  5. Click the Edit icon (pencil) next to the employee profile you want to edit.

  6. From the Schedule Policy drop-down list, select the schedule policy.

  7. Click Save.

How to generate a schedule

  1. To see your schedule in calendar format, click the SCHEDULE tab.

  2. Click the blue Actions button.

  3. Select Generate Shifts.

  4. In the Generate Schedule pop-up window that appears:

    1. Enter a Start Date and End Date for the schedule.
      Tip: Err on the side of fewer days, as it may be difficult to remove or change these dates after you've generated them.

    2. Do not select the Override Defaults checkbox.
      Keeping the checkbox cleared ensures that the scheduled rules will generate the hours per day based on the schedule you created.

    3. To select specific employees for this schedule, click Select Employees at the bottom of the window, and select the employees.
      By default, all employees are selected.

    4. Click Generate.


As always, we aim to enhance your experience here at Fingercheck with not only new enhancements but with guides to provide you with the direction and support needed to navigate the system with ease.

If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or by using 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.

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