Page History

For real-time entries, phase 1 business rules run at clock out. For historical entries, a phase 1 business rule runs upon saving the entry.

Phase 2 business rules run after the entry is saved and before it becomes available for approval. This means entries go to an Unvalidated status after saving, then phase 2 rules run and move them to either Rejected or Pending.

Business rules run upon attempting to approve or upon auto-approval of the entry. The behavior varies based on the business rule when clicking approval.

Authorization Remaining Balance (Hourly)

Alerts that the punch exceeds the authorization remaining balance

Soft

1

Yes

Yes

Authorization Remaining Balance (Mileage)

Restricts adding a punch that exceeds the current available balance on the authorization

Hard

1

Yes

Yes

Timely Filing Employees Punch Entry

Restricts how many days after the date of service a punch can be entered (the number of days is determined by the CBA)

Hard

1

No

Yes

Client Discharge Punch Entry Business Rule

Restricts adding a punch for a date of service beyond the client’s discharge date

Hard

1

Yes

Yes

Employee Service Account Start Date Punch Entry

Restricts adding a punch for a date prior to the start date of the employee service account

Hard

1

Yes

Yes

Employee Service Account End Date Punch Entry

Restricts adding a punch for a date beyond the end date of the employee service account

Hard

1

Yes

Yes

Employee Termination Date Punch Entry

Alerts when adding a punch for a date beyond the employee termination date

Soft

1

No

Yes

Duplicate/ Overlapping Employee Punch

Restricts adding a punch that duplicates/overlaps an existing punch for the same employee the service code specified in the parameters

Hard

1

No

Yes