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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 holiday restrictions can be used separately or together.
*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: SuperuserSuper User, Supervisor
Permission Required: N/A
Create a Service Account with Entries Restriction
Log in to DCI
...
Click Home
...
on the main menu
...
Click Employees
...
on the submenu
...
Enter the employee
...
's name in the filter and click Search
Click
...
anywhere in the employee row
...
to open
...
the Employee Details page
...
Click Actions
...
...
Select New
...
Service Account from the
...
drop-down menu
Complete the form wizard
Day of Week
...
Restrictions -
...
Click the
...
blue plus sign (+) and select the days
...
on which to restrict punch entries
...
Enable Holiday
...
Restrictions -
...
Click the checkbox to enable the restriction and select the holiday schedule
...
to
...
restrict from the drop-down menu
Please note: A separate holiday schedule specific to restrictions
...
may need to be created
...
- Click Save
...
...
- and Yes to confirm
Edit an Existing Service Account
...
to Enable Entries Restriction
Log in to DCI
...
Click Home
...
on the main menu
...
Click Employees on the submenu
...
Enter the employee
...
The search results will update in the table below the search box
's name in the filter and click Search
Click anywhere in the employee row
...
to open
...
the Employee Details page
...
Select the Accounts tab located below the details window
Click the Accounts tab
Click anywhere in the row of
...
the account
...
to be edited or deactivated
...
...
Click Actions
...
Select
...
Edit Account
...
from the drop-down menu
Edit the following fields:
Day of Week
...
Restrictions -
...
Click the
...
blue plus sign (+) and select the days
...
on which to restrict punch entries
...
Enable Holiday
...
Restrictions -
...
Click the checkbox to enable the restriction and select the holiday schedule
...
to
...
restrict from the drop-down menu
- Please note: A separate holiday schedule specific to restrictions may need to be created
...
Click Save
...
...
and Yes to confirm
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