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Description: In this topic you , the user will learn how to restrict employees from making adding entries on select days of the week and/or holidays for hourly account types. This feature allows restriction on restricts punch entries from being entered on one or more days of the week or for a specific holiday schedule. At the time of clock in, after selecting the client , and service code, and clicking continue, the employee will be prompted with an alert stating "This client is not allowed to receive this service on this day of the week or this holiday." The entry will not be allowed to be entered. The employee will only be able to select cancelCancel. The days of the week restrictions and holidays holiday restrictions can be used separately or in unisontogether.
*Please note: This is an instance-level setting. If your organization would like to use this feature, please Please submit a help desk ticket (Zendesk) to use this feature. To restrict holidays, a separate holiday schedule may need to be created for this feature.
Role Required: Super User, Supervisor
Permission Required: N/A
Create a Service Account with Entries Restriction
Log in to DCI
Click Click Home on on the main menuClick
Click Employees on on the submenu
Search for Enter the employee by entering the name and using the filters, then select the Search button's name in the filter and click Search
Click Select the employee from the table by clicking anywhere in the employee row to to open up the Employee Details page
Click Click Actions buttonClick
Select New Service Account Service Account from the actions dropdowndrop-down menu
Complete the form wizard
Fill out the form wizard, completing the following fields: (The days of the week restrictions and holidays restrictions can be used separately or in unison.)Day of Week RestrictionsRestrictions - click Click the + blue plus sign (+) and select the days needing to be restricted from on which to restrict punch entries being entered
Enable Holiday RestrictionsRestrictions - click Click the checkbox to enable the restriction and select the holiday schedule needing to be restricted from punch entries being enteredrestrict from the drop-down menu
Please note: A separate holiday schedule specific to restrictions A separate holiday schedule may need to be created
Click Click SaveSelect Yes on the confirmation alert window and Yes to confirm
Edit an Existing Service Account
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to Enable Entries Restriction
Log in to DCI
Select Home from the main menu
Select Employees tab from the submenu
Search for the employee by entering the name and using the filters, then select the Search button
The search results will update in the table below the search box
Click anywhere in the employee row to open up the Employee Details page
Select the Accounts tab located below the details window
Select the account that needs to be deactivated or edited
Select the Actions button
Select Edit Account from the actions dropdown and edit the following fields: (The days of the week restrictions and holidays restrictions can be used separately or in unison.)
Day of Week Restrictions - click the + plus sign and select the days needing to be restricted from punch entries being entered
Enable Holiday Restrictions - click the checkbox to enable and select the holiday schedule needing to be restricted from punch entries being entered
A separate holiday schedule may need to be created
Select Save
Select Yes in the confirmation alert window