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Timecard Settings

Configure who manages timecards, the pay week, overtime, lunch deductions and time-off policies

Timecard Settings

Use the Settings tab in Timecards for the rules that decide how hours are counted and who can review them. The tab shows only to people who can edit timecard settings. Someone who opens the page without access sees a note that an admin chooses who manages timecards.

Quick Start: Update Timecard Policy Settings

  1. Open Timecards > Settings.
  2. Change one card at a time. Each card has its own save.
  3. Select Save Overtime Policy or Save Lunch Policy on those cards. Pay week saves as soon as you pick a day.
  4. Open Weekly Review and check one known employee against the new rule.

The Cards on This Page

CardWhat it controls
Who can see and approve everyone's timecardsAdmins only. Admins, office staff and field supervisors (the default) or Only admins and the people I choose
Job costing on the clockRequire a job on every clock-in and Require a cost code on every clock-in, then Save
Pay weekWeek starts on: Sunday to Saturday. Monday is the default
Overtime PolicyWeekly and daily thresholds, the multiplier, weekend and after-hours double time
Lunch / Break PolicyWhether lunch is paid, and the standard deduction
Time-Off PoliciesYearly PTO and sick hours per employee

Step-by-Step: Change Overtime Policy

  1. In Overtime Policy, set Weekly Threshold (hours). The default is 40.
  2. Set Overtime Multiplier. The default is 1.5.
  3. Optional: set Daily Threshold (hours, optional) for hours per day before daily overtime applies. Leave it blank for weekly overtime only.
  4. Optional: set Double Time Threshold (hours, optional), for states where long days pay double.
  5. Optional: under Pay weekend hours at double time, tick Saturday, Sunday or both, and set the After-hours window start and end local time. The window can cross midnight. These rules use your company timezone and are off by default.
  6. Select Save Overtime Policy.

Step-by-Step: Change the Lunch Policy

  1. In Lunch / Break Policy, set Lunch Compensation to Unpaid (deduct lunch) or Paid (no deduction). Paid lunch is never deducted from payroll hours.
  2. For unpaid lunch, set Standard Deduction Mode: Optional (worker chooses per shift), Auto (always deduct) or Disabled (never deduct).
  3. Set Standard Deduction (minutes), from 0 to 240.
  4. Set Min Break Duration (minutes) and Max Break Duration (minutes).
  5. Select Save Lunch Policy.

Step-by-Step: Set Up Time-Off Policies

  1. In Time-Off Policies, select Set Up Defaults to give every active employee 80 hours of PTO and 40 hours of sick time a year. Or select Add Policy for one person.
  2. For a single policy choose the Employee, the Accrual Type and the Annual Allowance (hours per year).
  3. Optional: set Reset Month, Reset Day and Effective Start Date, and add Notes.
  4. Save the policy. Use the edit and delete icons on a row to change or remove it. The employee and accrual type are fixed once saved: delete the policy and add it again to change them.

Employees then see these balances on the Time Off tab (see Time-Off Approvals).

Troubleshooting

Settings tab missing?

  • The tab shows only to people who can edit timecard settings. An admin sets who manages timecards in Who can see and approve everyone's timecards.

Results not reflected in review?

  • Reload Weekly Review after you save.
  • Check Pay week. A different first day changes which days count in a week, including past dates.

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