The Shift Settings page provides access to the Shift Activity log and where you can configure location-related settings.

To access Settings, click Shift in the left side panel. Next, click the arrow to expand and expose the Shift subcategories. Then click Settings.

Once on the Settings page, click Settings by Location in the Settings column. In the Settings by locations section, you’ll see 5 subcategories: Punch Settings, Attendance Policy, Automatic Breaks, Allowances, and Holiday Pay.

Before configuring any settings, ensure the correct location group or location is selected in the top right corner.

Punch Settings is where you can configure timeframes related to clocking in and out of shifts, in and out for breaks, and short or long breaks. Simply check or uncheck the boxes in the Restrict column for restrictions that are important for your company.

In the conditions column, you can decide when clock-out or in ability is available in the Worker Portal. For example, if you restrict early clock-in to 15 minutes before the start time, the worker will not be able to clock in earlier than 15 minutes before the start time. The clock-in button will be grayed out in their Worker Portal.

In the Require a Note column, you can decide if you want to require your workers to enter a note in the Worker Portal based on the restriction and the time before or past clock-in. For example, if you restrict early clock-in and require a note up to 5 minutes before the start time, the worker would have to enter a note if they clock in 10 minutes before the start time. If they clock in only 3 minutes before the start time, they would not be required to add a note because the required note timeframe is 5 minutes.

Click Save after making any changes.

The Attendance Policy tab is where you will configure your attendance policy. This directly ties to attendance violations that will be reviewed and actions by managers on the Timesheets Table Needs Attention tab or the Attendance Dashboard.

On the Attendance Policy setting tab, you’ll see a table with 5 columns:

The Risk Calculation Schedule is connected to the Attendance Dashboard and the report that managers can run within it. You can choose to have managers evaluate attendance violation data from the last 7 days, the last 30, or the last pay period.

Status Triggers is where you can provide guidance to managers on what actions need to be taken based on the number of violations a worker has received and the severity of those violations. There are three statuses that can be configured. Click on a status to expand, and then click the pencil icon to update the title of the status. This will be visible to managers on the Timesheets Table.

Next, configure the number of low, medium, and/or high impact violations the worker must receive before this status is applied to the worker in Shift. You can enable or disable impact levels if desired.

For example, if I want managers to be aware that a worker may be struggling and they should reach out because they’ve had at least 10 low-impact violations, such as late clock-ins (based on my company’s configuration), I might turn on only low-impact violations as seen below.

Alternatively, in the same company scenario, if the worker has 6 or more high-impact violations, they will need to be terminated, as seen below.

After making any changes in the Attendance Policy settings tab, be sure to click Save at the bottom.

Automatic Breaks is where you can create automatic break rules for workers.

Here you’ll see a table with four columns: Break name, Trigger, Total duration, and Breaks.

To add a new automatic break, click +Add break rule towards the right. In the pop-up, type a name for the automatic break rule. Next, click Edit to build the rule criteria. This is a similar process to building general rules in Shift. To add more conditions to the rule, click +Add condition. Click Apply after selecting your conditions.

Finally, click Add break and enter your break details, including whether the break is paid. To add more breaks, click +Add break.

Click Create when finished. To edit or delete the automatic break rule, click the pencil or trash can icon to the right of the break rule.

Allowances is where you can customize allowance codes per location. Allowances can be provided to your workers for things like meals, travel expenses, overtime, or uniforms.

On this page, you will see a table with two columns: Code and Amount. Add a new reason by clicking Add Allowance in the top right corner.

In the pop-up, you’ll enter an allowance code, a description, an amount, and the currency. Click Create.

The new allowance will then be added to the table, where it can be updated or deleted with the pencil or trash can icons. These allowances define the codes available in the Allowance Code dropdown of the Edit Timesheets pop-up, based on the shift location.

Holiday Pay is where you can set up holiday pay for your workers.

Here you’ll see a table with five columns: Name, Date, Multiplier (pay), Hours Added (to timesheet), and Recurring.

To add new holiday pay, click +Add holiday pay towards the right. Type a name of this pay, select the date and time, and the time zone. If you want this holiday pay to be recurring yearly, turn the recurring toggle to active.

You can adjust how this holiday pay is applied by clicking the Edit button. For example, if you only want this holiday pay to apply to workers who are working a specific job role, you can add this as a condition. Otherwise, the holiday pay will apply to all workers.

You can also add pay rate multipliers and decide to add this to workers’ timesheet hours. Turn the toggles to active and then either add the multiplier number or duration. For example, if you want workers to be paid double what they typically would be paid because they are working a holiday, enter 2 for the multiplier amount.

If you want all eligible employees to have this holiday on their timesheet, whether they are scheduled that day or not, add the hours or minutes in the duration section. For example, you may enter 8 hours for a holiday.

Click Create when finished.

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