Introduction
Mandatory Timesheet Policies can be created with one of the following rule combinations;
Employee and Primary Department; or
Employee and Pay Policy Rate Type
With each individual rule, i.e., Employee, you can include or exclude people from the list. As the Mandatory Timesheet Policy takes into consideration two rules, there may be times when a rule contradicts the other rule.
We’ve put together a table below to explain what will happen based on whether you have selected the following for a rule;
Mandatory for the listed only
Mandatory for all except the listed
How do the rules apply?
Employee and Primary Department
The below table explains the outcomes based on the following categorisation option;
Employee rule
Primary Department rule
Employee Rule | Primary Department Rule | Results |
Mandatory for listed employees only | Mandatory for listed departments only | Only the following employees are required to submit timesheets;
If no employees or departments are listed, then no one is required to submit timesheets. |
Mandatory for everyone except listed employees | Mandatory for all departments except the listed departments | All employees are required to submit timesheets unless they meet the following criteria;
If they only fall into one of the above categories then they will be required to submit timesheets. |
Mandatory for listed employees only | Mandatory for all departments except the listed departments | All employees are required to submit timesheets unless the Primary Department is listed. Exception: If an employee’s Primary Department is listed and you want them to submit timesheets, add them to the Employee rule list. They will then be required to submit timesheets. |
Mandatory for everyone except listed employees | Mandatory for listed departments only | All employees are required to submit timesheets unless they are individually listed in the Employee rule. Exception: If an employee is listed in the Employee rule and their Primary Department is listed in the Primary Department rule, then they will be required to submit timesheets. |
Employee and Pay Policy Type
The table below explains the outcomes based on the following categorisation option;
Employee rule
Pay Policy Rate Type rule
As a pay policy can be applied in multiple areas of the product, please see our article here on which pay policy takes precedence.
Employee Rule | Pay Policy Rate Type Rule | Results |
Mandatory for listed employees only | Mandatory for listed pay policy rate types only | Only the following are required to submit timesheets;
If no employees or pay policy types are listed, then no one is required to submit timesheets. |
Mandatory for everyone except listed employees | Mandatory for all pay policy rate types except the listed pay policy rate types | All employees are required to submit timesheets unless they meet the following criteria;
If they only fall into one of the above categories then they will be required to submit timesheets. |
Mandatory for listed employees only | Mandatory for all pay policy rate types except listed pay policy rate types | All employees are required to submit timesheets unless an employee has a shift that is linked to a pay policy type with the rate type listed. Exception: If an employee’s pay policy rate type is listed and you want them to submit timesheets, add them to the Employee rule list. They will then be required to submit timesheets. |
Mandatory for everyone except listed employees | Mandatory for the listed pay policy rate type only | All employees are required to submit timesheets unless they are individually listed in the Employee rule. Exception: If an employee is listed in the Employee rule and their pay policy rate type is listed in the Pay Policy Rate type rule, then they will be required to submit timesheets for any shifts linked to that pay policy rate type. |
Note: If no rule is selected under “Other Classification Rule”, Primary Department and Pay Policy Type are treated as follows;
Mandatory for listed departments only - With none listed
Mandatory for listed pay policy rate types only - With none listed