Punch Tags

Punch Tags are similar to cost centers like Branch, Department, Job and Task with the exception that more than one punch tag can be associated with any block of time. Therefore, they can not be used to determine specifically how much time was spent on each individual punch tag, but rather how much time was spent on any combined set of punch tags.

Punches, Absences, Schedules and Stations can be tagged with one or more Punch Tags. They can be restricted with Employee and Punch criteria and linked to GEO Fences. Punch Tags are ideal for cases where an employee or supervisor might need to manually trigger policies or prevent from triggering policies that can't otherwise be automated, such as overtime or premium policies.

Examples of punch tags:

"Callback" tag may be used by an employee when they are called back in to trigger an overtime policy at additional pay rate.

"Inclement Weather" tag may be used by a supervisor to trigger a minimum shift premium policy for employees whose shift was cut short.

"Shift Swap" tag may be used by a supervisor to disable a premium policy that would not otherwise be applied had the employee not swapped shifts.

"Billable" or "Non-Billable" tags may be used for determining if time is billable or non-billable without creating additional jobs / tasks.

"Bank Overtime" tag may be used to manually trigger specific days when overtime may be banked or accrued rather than paid out.

A Home Health Aide can track multiple services provided each visit, such as "Bathing", "Dressing", "Feeding", etc...

Reason codes when an employee punches in Early/Late such as: "Stuck in Traffic", "Childcare", "Inclement Weather", etc...

 

To add a new Punch Tag:

• Click Attendance, then click Punch Tags in the main menu.
• Click New in the button bar.
• Complete the fields in the tabs.
• Click Save in the button bar to save your changes, or click Cancel to discard.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Punch Tag Tab
FIELD	DESCRIPTION
Status	Select a status from the drop-down. Employees can only track their time to tags that are Active. STATUS DESCRIPTION Enabled Allowed to be used by employees for Punching In/Out. Disabled Not allowed to be used by employees for punching In/Out.
Name	Enter a name for the punch tag.
Description	Enter a description.
Code	Numeric Code used to identify this punch tag by the employees when they punch In or Out. The system automatically increases to the next number in sequence, or the administrator can use a different value.
Group	Select a group for the punch tag.
Allowed GEO Fences	Select the GEO Fences where the employee is allowed to use this punch tag within.

 

Employee Criteria Tab FIELD DESCRIPTION Employee Groups There are two drop-down fields to complete: EMPLOYEE GROUPS DESCRIPTION Selection Type Select the Employee Groups that are eligible to use this punch tag. Selection Select the employee groups for this punch tag. If All Groups was selected in the above Selection Type drop-down, then leave this field blank. Employee Titles There are two drop-down fields to complete: TITLES DESCRIPTION Selection Type Select the Employee Titles that are eligible to use this punch tag. Selection Select the titles for this punch tag (ie: carpenter, electrician, etc.). If All Titles was selected in the above Selection Type drop-down, then leave this field blank. Include Employees If there are additional employees that were not included by the criteria selected above, you can include them here. For example, if you setup the above criteria to allow all employees in the hourly group to use this punch tag, but you want to include just one employee from the salary group, you would use this field to include that one employee. If you are unsure, do not select any employees, as by default all employees are eligible. Exclude Employees If there are employees that are included in the above criteria that you wish to be excluded from using this punch tag, you can exclude them here. For example, if you setup the above criteria to allow all employees in the hourly group to use this punch tag, but you want to exclude just one employee from this hourly group, you would use this field to exclude that one employee. If you are unsure, do not select any employees, as by default all employees are eligible.

 

Punch Criteria Tab FIELD DESCRIPTION Branches There are two drop-down fields and a check box to complete: BRANCHES DESCRIPTION Selection Type Select the branches that are eligible to use this punch tag. Selection Select the branches for this punch tag (ie: New York, Seattle, etc.). If All Branches was selected in the above Selection Type drop-down, then leave this field blank. Exclude Default Check the box to enable this option, which sets TimeTrex to ignore the Default Branch (as defined in each employee's record). For example, if you want all employees who work outside their default branch to use this punch tag, you can enable this option and set the selection type to All Branches. Departments There are two drop-down fields and a check box to complete: DEPARTMENTS DESCRIPTION Selection Type Select the departments that are eligible to use this punch tag. Selection Select the departments for this punch tag (ie: Administration, Construction, etc.). If All Departments was selected in the above Selection Type drop-down, then leave this field blank. Exclude Default Check the box to enable this option, which sets TimeTrex to ignore the Default Department (as defined in each employee's record). For example, if you want all employees who work outside their default department to use this punch tag, you can enable this option and set the selection type to All Departments. Job Groups There are two drop-down fields to complete: JOB GROUPS DESCRIPTION Selection Type Select the job groups that are eligible to sign in to this punch tag. Selection Select the job groups for this punch tag. If All Job Groups was selected in the above Selection Type drop-down, then leave this field blank. Jobs JOBS DESCRIPTION Selection Type Select the jobs that are eligible to use this punch tag. Selection Select the jobs for this punch tag. If All Jobs was selected in the above Selection Type drop-down, then leave this field blank. Task Groups There are two drop-down fields to complete: TASK GROUPS DESCRIPTION Selection Type Select the task groups that are eligible to use this punch tag. Selection Select the task groups for this punch tag. If All Task Groups was selected in the above Selection Type drop-down, then leave this field blank. Tasks There are two drop-down fields to complete: TASKS DESCRIPTION Selection Type Select the tasks that are eligible to use this punch tag. Selection Select the tasks for this punch tag. If All Tasks was selected in the above Selection Type drop-down, then leave this field blank.