Preferences Policy

The Preferences Policy is used to assign Preferences settings. Preferences affect the way data appears on the timecard.

You can use this policy to change the Preferences for a group of time reporters. For example, if you want timecards to display decimal hours (e.g., 2 ½ hours display as 2.5 instead of 2:30), create a Preferences Policy with Duration Format set to DECIMAL.

You can assign a Preferences Policy to an Employee Group with type FACILITY or POLICY_GROUP via the Employee Group Setting form, or to all users via the System Settings form.

Each person can still change his or her Preferences using the Preferences pop-up form.

See Also:

Preferences Policy Field Descriptions

Find a Preferences Policy

Add a Preferences Policy

Copy, Modify, or Delete a Preferences Policy

 

Preferences Policy Field Descriptions

Policy Name

Name of the Preferences Policy.

The Policy Name cannot contain numbers.

Policy Settings

The settings in the Preferences Policy (listed below) are also on the Preferences pop-up form that displays when you click the icon at the top of the screen or you choose Preferences from the Self Service menu.

Name Format

Duration Format

Show Seconds

Date Location

Show Adjustments

Time Card Import

Periods to Import

System Required

When this box is checked the record is system required and cannot be modified or deleted.

The SYSTEM_DEFAULT Preferences Policy will apply to all users unless they are assigned a new Preferences Policy (via their Person Group or System Settings).

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find a Preferences Policy

Click the Filter icon at the top of the form to display the Policy Name filter. Enter the name of the Preferences Policy you want to display and click Find.

 

Add a Preferences Policy

Click Add to create a new Preferences Policy. Enter the Policy Name and configure the other fields with your settings.

Note: The Policy Name cannot contain numbers.

If you want to add more than one Preferences Policy, click Save and Add to save your settings and keep the Add window open. Or click Save to save your Preferences Policy and return to the main form.

 

Copy, Modify, or Delete a Preferences Policy

You cannot modify or delete the SYSTEM_DEFAULT Preferences Policy.