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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.

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

📌 On the HR site, these settings are under Time Management › Time Schedule Settings. You need the Manage schedules or Manage attendance permission to see them.

  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. Schedule week: If your schedule week aligns with your pay schedule, turn on Sync with the current pay schedule.
      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. The default is 2:00 AM.
        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 Clock In/Out time rounding nearest to. The default is 1 minute.
        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: Turn on Prevent early clock in to stop early clock-ins, then set the Early clock in threshold (how early team members are allowed to clock in before a shift). Both are off by default.
      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. The default is weekly overtime at 40 hours.
      This is crucial for compliance, especially in states like California where overtime laws are stricter.

    6. Shared Time Clock: If you plan to use a shared kiosk device for your team to clock in and out, this section is where your manager PIN is stored. The 6-digit PIN is used to lock and unlock your manager dashboard while the kiosk is active — keeping your personal account hidden from employees.
      To view or update your PIN, scroll to the Shared Time Clock section at the bottom of the page and select Edit. From there, you can reveal your current PIN using the eye icon, or select Change PIN to set a new one.

  3. Select Save to apply the changes.

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