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How to Set Up Exception Policies

An exception policy will flag the punches you choose, so you can always be on top of your staff's punch habits.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over 3 months ago

Fingercheck offers many exception types that flag many kinds of abnormal punches, whether missing in or out punches, unscheduled punches, or over/under-hour punches. These exception types work with your employees' schedule policy to determine when to trigger them. To avoid inundating your screen with information you don't need, you can set up the exception policy to tell Fingercheck which ones you want to use.

Exceptions will appear in a few places within Fingercheck, including your main dashboard, on the employee's time cards, and some reports.


Create an exception policy for missed punches

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

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

  3. Click Add.

  4. 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.

  5. In the Description field, enter a short descriptive name (for example, Missing Punch).

  6. From the Exception Type drop-down list, select MissedOutPunch.

    This option is triggered if an employee has an odd number of punches. For example, if they punch in and forget to punch out. Or maybe they punched out, but did not punch in.

  7. To adjust how urgent 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.

  8. Click Save.

To receive live punch alerts in real-time by email, text message, or push notification, see How to Set up Missed In Punch Notifications.


Create an exception policy for breaks

  • You can create long and short break exceptions with Exception Policies. An exception will be flagged within an employee's time card whenever the employee goes over or under their allowed break time.

  • You'll need to assign a break policy to the master profile so the system knows when to trigger an exception.

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

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

  3. Click Add.

  4. In the Code field, enter a label for your policy.

  5. In the Description field, enter a short description.

  6. From the Exception Type drop-down list, select a type for your policy.
    There are many options. For example, for a long break exception, select LongBreak. Conversely, for a short break exception, select ShortBreak.

  7. To adjust how urgent 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.

  8. Click Save.


Create an exception policy for early and late exceptions

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

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

  3. Click Add.

  4. In the Code field, enter a label for your policy.

  5. In the Description field, enter a short description.

  6. From the Exception Type drop-down list, select a type for your policy:

    • InEarly

    • InLate

    • OutEarly

    • OutLate

      • For example, if you select InEarly, the exception is triggered whenever the target employees punch in before their schedule policy's assigned Start Time.

  7. To adjust how urgent 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.

  8. Click Save.


Create an exception policy for facial recognition

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

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

  3. Click Add.

  4. In the Code field, enter a label for your policy.

  5. In the Description field, enter a short description.

  6. From the Exception Type drop-down list, select a type for your policy:

    • PunchPhotoNoMatchWithConfidence

    • PunchPhotoNoMatchWithMediumConfidence

    • PunchPhotoNoMatchWithLowConfidence

    • PunchPhotoNoFaceDetected

      • For example, if you select PunchPhotoNoMatchWithConfidence, the exception is triggered whenever the target employee's punch photo does not match with confidence to the facial recognition photo in their profile.

  7. To adjust how urgent 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.

  8. Click Save.


Create an exception policy for shifts and jobs

Set up an exception that will be triggered on the employee's timecard if they clock in for a shift and select a job that is different from the one assigned to their scheduled shift, if they clock in on the wrong day or shift, or if they are scheduled for an absence.

  1. Click the SETUP tab > Policies > Exception Policies.

  2. Click Add.

  3. In the Code field, enter a label for your policy.

  4. In the Description field, enter a short description.

  5. From the Exception Type drop-down list, select a type for your policy:

    • ScheduledAbsence

    • UnscheduledShift

    • UnscheduledDay

    • NotScheduledJob

      • For example: if you select NotScheduledJob, the exception is triggered on the employee's timecard, if an employee punches in for a shift and selects a job that is different from the job assigned to their scheduled shift.

    • UnscheduledIn

      • For example: the exception is triggered on the employee's timecard if an employee punches in for a shift outside of the scheduled start time.

    • UnscheduledOut

      • For example: the exception is triggered on the employee's timecard if an employee punches out for a shift outside of the scheduled end time.

  6. To adjust how urgent 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.

  7. Click Save.


Set the schedule policy and master profile for exceptions

  • For your exception policy to take effect and be useful, make sure that the employee's schedule policy is set up properly.

  • Specifically, in the Window fields (shown below), 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 How to Create a Schedule Policy.

Once you've checked over your schedule policy, open your employees' profile (on the EMPLOYEES tab) to verify whether the start date of their master profile (at Personal > Profile) matches the start date of your exception policy.


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