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Set timesheet tolerance and matching rules

Control when clock times are treated as matching the planned shift, and whether timesheets are matched or confirmed automatically, using organisation defaults or outlet overrides.

Updated

Steps

  1. Open Outlet Manager, select the outlet and go to Settings.
  2. Open the timesheet settings.
  3. Check whether the outlet uses the organisation defaults or its own overrides.
  4. Set the tolerance for matching clock times to planned times.
  5. Choose whether automatic matching or confirmation applies.
  6. Save.

How tolerance works

If someone clocks in or out within the tolerance of their planned time, Auto-Match can use the planned time. Outside the tolerance, a manager reviews the timesheet.

More in Outlet policies and automation

  1. Choose which outlets you can borrow staff from
  2. Schedule automatic roster runs (Autoruns)
  3. Set attendance and clock-in rules
  4. Set leave and off-day policies
  5. Set timesheet tolerance and matching rules
  6. Set work hours, breaks and overtime limits