12-30
Time Guardian Series
–
Advanced Schedule Module
Reports are generated from Report Profiles, which are created in the Reports module of the
Output group. The Report format can be PDF or Excel.
Creating a Report Profile
1. Click on the Reports node of the Output module in the Tree View.
2. Click on the
button, and the Reports window
General
tab will appear:
3. In the Name field, enter a name for the report [required field].
4. Enter in a brief description of the report in the Description field.
5. In the Report field, select the type of report you want to create. The choices will have added
Schedule Posting Report, and Schedule vs. Actual Report.
6. For
Schedule Posting Report
: Check the following options to include them on the report:
•
Print advance schedules
•
Advance schedules override regular schedules
•
Print employee phone number
7. For
Schedule vs. Actual Report
: Check the following options to include them on the report:
•
Report type of Summary or Detail
•
Punch time of Actual Punches and Rounded Punches
8. Continue to follow the procedure as outlined in Reports in the output section.
Shifts
All setup rules will fall into (3) categories: shift rules, daily rules, or multiple day rules. Shift rules
apply to a given shift or schedule. They include punch rounding; shift rounding, punch pair
rounding, meals, exceptions, etc. These rules are assigned to the shift in the Shifts module (see
the following figure). Daily rules apply to a day and may cover multiple shifts and schedules.
Daily rules are created in the Daily Rules module. Multiple day rules apply to a period that
extends greater than one day. They include weekly overtime, weekly rounding, Pay period
rounding, etc. Multiple day rules are created in the Pay Class module.
A Shift is the set of rules for a given shift or schedule. A Shift consists of the following elements:
•
Rounding Template: Determines how an employee’s punches will be rounded.
•
Exceptions: Codes used to track employee’s time deviations from assigned
schedules. (Note: Meal Penalty has been added to provide feature to penalize a
company when an employee does not take lunch break or takes the lunch break late.
In this instance penalty hours are generated in the Pay Code plus the MPNT exception
code will be generated).
•
Meal Templates: Defines employee breaks and meal breaks.
•
Shift Overtime: Defines the overtime rules for the schedule.
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