Schedule Policies

Schedule Policies provide a way to define specific other policies such as Meal Policies, Break Policies, Overtime Policies and Undertime Absence Policies that may be applied to an employees specific Scheduled Shift. Any policy that is specified in the Schedule Policy will override the same type of policy that is specified in Policy Groups.

For example, it can be used to apply a 30-minute Meal Policy to an employee's scheduled shift rather than the default 1 hour Meal Policy.

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

Schedule Policy Tab
FIELD DESCRIPTION
Meal Policy Sets the Meal Policy that applies to any scheduled shift that is assigned to this policy.
Break Policy Defines one or more Break Policies that applies to any scheduled shift that is assigned to this policy.


Regular Time Policy Include or exclude Regular Time Policies, this is useful for manually applying special policies that cannot be determined automatically in some other way, and can instead be set manually on a per scheduled shift basis.
REGULAR TIME POLICYDESCRIPTION
IncludeInclude Regular Time Policies that are not already applied to the employees Policy Group.
ExcludeExclude Regular Time Policies that are already being applied by the employees Policy Group.
Overtime Policy Include or exclude Overtime Policies, this is useful for manually applying special policies that cannot be determined automatically in some other way, and can instead be set manually on a per scheduled shift basis.
REGULAR TIME POLICYDESCRIPTION
IncludeInclude Overtime Policies that are not already applied to the employees Policy Group.
ExcludeExclude Overtime Policies that are already being applied by the employees Policy Group.
Premium Policy Include or exclude Premium Policies, this is useful for manually applying special policies that cannot be determined automatically in some other way, and can instead be set manually on a per scheduled shift basis.
PREMIUM POLICYDESCRIPTION
IncludeInclude Premium Policies that are not already applied to the employees Policy Group.
ExcludeExclude Premium Policies that are already being applied by the employees Policy Group.
Full Shift Undertime Absence Policy This policy is triggered if the employee doesn't punch in for their entire scheduled shift, at which point an absence entry will be made for the length of time that they were originally scheduled for.
Partial Shift Undertime Absence Policy This policy triggers the recording of the difference between scheduled time and recorded worked time when the worked time is less than the scheduled time.

For example, if an employee was scheduled to work an 8-hour shift, and they only work 7 hours, this setting would record the 1 hour difference as an absence. Consequently, this absence could be paid, unpaid, or docked depending on the Pay Code settings. The primary use for this policy is for salaried employees who work less than their scheduled minimum, and the difference results in a docking of their pay. Another use is for drawing time from the time bank Accrual Policy of an employee who works less than what is scheduled.

Start/Stop Window Sets the amount of time that TimeTrex will search for an employee's schedule if they happen to punch in before their schedule starts, or punch out after their schedule ends. This is very important if employees work split shifts. You should use a value between 1 and 2 hours.

For example, an employee could be scheduled to work from 8:00 AM to 12:00 PM and 4:00 PM to 8:00 PM. They punch in at 7:00 AM and punch out at 1:00 PM. In this case, the Start/Stop Window would need to be at least 1 hour for TimeTrex to associate those punches with the 8:00 AM to 12:00 PM scheduled shift.