Post Date Policy

The Post Date Policy determines how time stamps are calculated for real time transactions so that they appear properly on the timecard.

This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.

See Also:

Post Date Policy Field Descriptions

View a Post Date Policy

Add a Post Date Policy

Modify a Post Date Policy

Delete a Post Date Policy

 

Post Date Policy Field Descriptions

Post Date Group

Name of the Post Date Policy.

Start Date, End Date

Date range when the Post Date Policy is in effect.

Clock In Algorithm

Indicates how the post date is determined for a Clock In event.

CALENDAR = The post date is the calendar date of the local time stamp. The schedule is not a factor.

SCHEDULE = The time stamp is compared with the person's schedule to find the post date.

Events Algorithm

Indicates how the post date is determined for events other than Clock In events.

CALENDAR = The post date is the calendar date of the local time stamp.

SCHEDULE = The time stamp is compared with the person's schedule to find the post date.

IN UNTIL OUT = The event’s post date will be the same as the post date of the Clock In until the InOut Duration has passed and the event’s timestamp puts it on the next post date.

Example:

Clock In Algorithm is Calendar or Scheduled, Events Algorithm is In Until Out with an InOut Duration of 24 hours.

The user clocks in at 6 a.m. on Thursday, works his regular day, and forgets to clock out. The next day at 6 a.m. the user will see a Clock Out button on the terminal. However, at 6:01 a.m., the user will see a Clock In button. At 6 a.m., the InOut Duration (24 hours) has not yet passed so the user’s event postings have the same post date as the Clock In from the day before. Because the user is still clocked in from the previous day, he will see the Clock Out option. At 6:01 a.m., the 24-hour InOut Duration has passed and the event has a new post date. There is no Clock In yet on this post date, so the user sees a Clock In button.

CONFIRM = The time stamp is compared with the person's schedule to find the post date. However, if the schedule states that the post date is the day before, and the time reporter is still clocked in, the system asks the time reporter to confirm the action.

InOut Duration

The InOut Duration is enabled when you set the Events Algorithm to In Until Out.

With this setting, for events other than Clock In events, the event’s post date will be the same as the post date of the Clock In until the InOut Duration has passed and the event’s timestamp puts it on the next post date.

Failure Algorithm

There are situations where the system cannot determine the post date when Clock In Algorithm is set to Schedule. In such cases, the options for post date are:

CALENDAR = The post date is the calendar date of the local time stamp.

ASK USER = The system asks the user to choose between yesterday, today or tomorrow, showing the day of the week. Today is the day of the calendar date of the local time stamp.

Note: No failure can happen if the Clock In Algorithm is by CALENDAR. If the Clock In Algorithm is by CALENDAR, the post date is the calendar date of the time stamp.

Update Date, Updated By

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

 

View a Post Date Policy

  1. Click Main Menu > Configuration > Policies > Post Date Policy.

  2. If necessary, click the Filter button to display the Post Date Group filter field.

  3. You can also click the Clear button to remove all records from the form and empty the Post Date Group filter field.

  4. To select a specific Post Date Policy, select it from the Post Date Group field. Otherwise, leave this field blank.

  5. Click Find.

 

Add a Post Date Policy

  1. Click Main Menu > Configuration > Policies > Post Date Policy.

  2. Click Add.

  3. Add the necessary values (see Post Date Policy Field Descriptions).

  4. Click Save.

 

Modify a Post Date Policy

  1. Click Main Menu > Configuration > Policies > Post Date Policy.

  2. Select the Post Date Group you want to change.

  3. Click Modify.

  4. Modify the fields you want to change. For details, see Post Date Policy Field Descriptions.

  5. Click Save.

 

Delete a Post Date Policy

  1. Click Main Menu > Configuration > Policies > Post Date Policy.

  2. Select the Post Date Group you want to remove.

  3. Click Delete.

  4. Click OK to confirm the action.