Feature 1: Customizable Time Record Tags
- Administrators can configure a list of tags that can be applied to time records.
- Time records will be created with no assigned tag by default.
- Supervisors/Admins can assign one of the configured tags to an individual time record.
Feature 2: “Absent” Hours
- Admins/Supervisors can add “Absent” hours to time records for users for individual days.
- Absent hour totals will be displayed under a new column on the Advanced Time Tracking page.
- Absent hours will not contribute to any existing hour total.
- Absent hours will not show on the Payroll export.
- Time records for a given user/day that contain only Absent hours still require approval.
- Time records containing only Absent hours can still be assigned a tag from Feature 1.
Feature 3: Automatic Absent Hour Time Record Generation for User Absences
- Enable custom logic at a company-wide level:
- For weekdays (Monday through Friday) where a user was scheduled to work and logged no hours, the system will automatically generate a Pending status time record of 8 Absent hours.
Enabling Absent Time Tracking
As a System Admin:
- Navigate to the top menu bar.
- Go to Administration -> Toggles.
- Enable the Absent Time Tracking toggle.
Configuring Time Off Types
As a Company Admin:
- Log into the system.
- Go to System Management (Gear Icon) -> Time Tracking (Under General).
- You will see two new tasks:
- Configure Time Off Types: Allows you to add additional time off types. The current PTO types (Vacation, Jury Duty, Bereavement, etc.) remain hard-coded.
- Configure Absent Time: Configures a daily processor to track users for Absent time (when they don't check in but are scheduled to work).
Steps to Configure Time Off Types:
- Save new Time Off Types.
- Verify that they display in the Time Off selection in the "Add Time Off" popup under Time -> Work Log Summary.
3. When a user adds a Time Off type that is UTO, it will display in the new UTO column.
4. The hours can be approved or rejected, similar to PTO time.
Configuring Absent Time
Steps to Configure Absent Time:
- If enabled, a daily task will run at 4:00 AM EST to check if a user was absent the previous day.
- The following rules determine if the user was absent:
- The user is active (not disabled or deleted) and has the user setting "Track Absent Time".
- They were scheduled to work on Regular Work Days and did not check in.
- They did not have a scheduled day off (set in Workload -> User Schedule).
- They were scheduled to work on Additional Work Days and did not check in.
- It was not a company holiday (set in System Management (gear icon) -> Holidays).
- There wasn't already a PTO or UTO Time off entry for that user.
Testing Absent Time Tracking:
- Go to System Management (gear icon) -> Users.
- Modify the user you will test with.
- Enable the "Track Absent Time" checkbox for the user.
4. Use the test endpoint to trigger the absent time tracking:
- In another browser tab, copy the base URL of devtest or staging.
- Paste it in "Test/ProcessAbsentTime" at the end of the URL.
- If you get the message below, the absent time will be logged if applicable for the configured users.
Verifying Absent Time in the API:
- GetUsers: Verify the "Track Absent Time" is in the API.
- GetWorkLogs: Verify UTO & UTODetails.
Verifying Reports and Exports:
- Verify that the UTO absent time is not included in the Locator Daily custom report:
- Go to Analytics -> Reports -> Custom.
- Verify that the UTO absent time is not included in the payroll export:
- Go to Analytics -> Exports -> Request an Export -> Payroll.
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