Schedule Comparison and Setting Schedule Deviation

Description: In this topic learn about the feature schedule comparison and setting the schedule deviation. When using the scheduling mobile, schedule comparison is an available feature. Schedule comparison looks for the coinciding schedule for each punch entry. When using schedule comparison, setting the schedule deviation for punch entries is needed. The deviation is the amount of minutes outside of the schedule shift that schedule comparison will look for a punch entry.

• Schedule comparison is required to be turned on if your aggregator/state requires schedules for punch entries.

• If a schedule is not found for the punch entry, the punch entry is deemed a late visit and a reason code will be required for the punch entry.

• Punch Entries with schedule deviation will be flagged in pending entries as need review prior to auto approval running in the environment

• Auto approval will approve punch entries with schedule deviation

*Please note: Schedule comparison is a instance level setting, please submit a help desk support ticket (Zendesk) to request this feature to be turned on.

Role Required: Superuser

Permission Required:

Setting Schedule Deviation

1. Log in to DCI

2. Click Settings on the Main Menu

3. Click Funding Sources on the Sub Menu

4. Click Actions button

5. Click Edit Funding Source from the Actions dropdown

6. Click the dropdown for the field Schedule Compare Logic

7. Click Duration from the dropdown

8. Enter the minutes i.e., 60 for allowed deviation

1. The minutes is the time before and after a punch entry that schedule comparison will look for a coinciding schedule

9. Click Save

10. Click Yes on the conformation alert window

Locating Schedule Entry ID

1. Log in to DCI

2. Click Home on the Main Menu

3. Click Employees or Clients on the Sub Menu

4. Search for the employee or client by using the filters, then click Search

5. Select the employee or client by clicking anywhere on the line in the table

6. Click the entries tab

7. Click the punch entry to view

8. In the EVV Details widget, view the Schedule Entry ID

1. The Schedule Comparison will also show in the EVV Details Widget