How to Configure Rota Settings for Accurate Attendance Tracking and Timesheet Entries
Overview
Rota settings play a crucial role in ensuring accurate attendance tracking and timesheet entries in Workforce Management Citation. Proper configuration allows resources to appear in attendance records and ensures that unpaid breaks are automatically applied to timesheets. This article provides step-by-step instructions to address common issues related to rota settings.
Enabling Resources as Job Sites
To ensure that resources from the rota appear in attendance time entries, each resource must be set as a Job Site. Follow these steps:
Navigate to the Resources section in the main menu.
Select the specific resource you want to configure.
Enable the Job Site toggle for that resource.
Save your changes.
Once a resource is designated as a Job Site, it will become visible in attendance and timesheet entries, allowing you to select it when adding or editing time records.
Adding Unpaid Breaks to Shifts
To ensure that unpaid breaks are automatically applied to timesheets, include the break duration when creating shifts in the rota. Here’s how:
Open the Rota section and create or edit a shift.
Specify the unpaid break duration (e.g., 30 minutes) within the shift details.
Save the shift.
When an unpaid break is added to a shift in the rota, it will automatically carry over to the timesheet, deducting the specified duration from the paid time.
Common Troubleshooting Tips
Resources Not Appearing in Attendance Records: Double-check that the resource is enabled as a Job Site.
Unpaid Breaks Not Applied: Verify that the break duration is included in the shift details within the rota.
By following these steps, you can ensure that your rota settings are correctly configured for seamless attendance tracking and timesheet management.
Related Topics
Managing Resources in Workforce Management Citation
Configuring Shift Templates for Efficient Scheduling