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Set up time and attendance options

Set time attendance rules in Workstream to sync workweeks, enforce shifts, set clock rules, and manage overtime for accurate payroll.

Updated over a month ago

Set up key settings like workweek synchronization, clock-in rules, shift enforcement, and overtime thresholds. Setting these up correctly helps streamline payroll, improve workforce management, and minimize timekeeping issues.

  1. Access Time and Scheduling settings

    1. Go to Team View, then select Time and Scheduling.

    2. Go to ⚙️ Settings.

    3. Select Time and Scheduling.

    4. Go to the Time attendance options section, then select Edit.

  2. Set up time attendance options:

    1. Workweek: If your workweek aligns with your pay schedule, check the box to sync them.
      This setting ensures that overtime calculations and payroll processing follow the correct cycle.

    2. Scheduling hours: Use this setting to set your store's regular hours. It helps your team know when they can be scheduled or when they should be available. Keep in mind that this doesn’t block you from scheduling people outside those hours. It’s just a guide.

      1. If your hours are the same every day, check Same hours every day, then pick your start and end time.

      2. If your hours are different each day, set the start and end times per day. Leave days blank if no one works that day.

    3. Time tracking

      • Set an auto clock out time to enforce strict clock-out rules.
        Some businesses set strict cutoffs (e.g., no work after 6 PM). Others leave the clock open for team members to clock out when they finish.

      • Set a clock in/out time rounding nearest to.
        Modern systems track time to the exact minute, but older systems may round it (e.g., to the nearest 5 or 15 minutes). Decide whether you need rounding for your business.

    4. Shift enforcement: Enable shift enforcement to prevent early clock-ins. Then enter the number of minutes before a shift starts that team members are allowed to clock in (e.g., 5–15 minutes is common).
      Most businesses prevent team members from clocking in more than 5-15 minutes before their scheduled shift.

    5. Overtime: Set overtime thresholds based on local labor laws.
      Typically set to 40 hours per week, this is crucial for compliance, except in states like California where overtime laws are stricter.

  3. Select Save to apply the changes.

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