Description: In this topic you will learn how to restrict employees from making entries on select days of the week and/or holidays for hourly account types. This feature allows restriction on 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, 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 cancel. The days of the week restrictions and holidays restrictions can be used separately or in unison.
*Please note: This is an instance level setting. If your organization would like to use this feature, please submit a help desk ticket (Zendesk). To restrict holidays a separate holiday schedule may need to be created for this feature.
Role Required: Super User, Supervisor
Permission Required:
Create Service Account with Entries Restriction
Log in to DCI
Click Home on the main menu
Click Employees on the submenu
Search for the employee by entering the name and using the filters, then select the Search button
Select the employee from the table by clicking anywhere in the employee row to open up the Employee Details page
Click Actions button
Click New Service Account from the actions dropdown
- 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 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
Click Save
Select Yes on the confirmation alert window
Edit Service Account with 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