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Electronic Verification of Time - Admin Setup

This page outlines the administrative setup needed to use the Electronic Verification of Time module.

For help on using the module after it has been configured, see Electronic Verification of Time by Users and Supervisors

Information Required by LegalServer to Enable the Module
* How do you define your pay periods (weekly, biweekly, 1st-15th, etc)?
* What is the start date of the first pay period (specific date like 2020-04-01)?
* What is the first day of your pay week (Sunday, Monday, etc.)?

Process Settings

Required: On the Admin > Process Settings page, "Edit Funding Code Process" must be set to "Please Select". This makes the clickable funding code link on cases use the required static process. 

Required: On the Admin > Timekeeping Settings page  you must set the required minimum daily hours for exempt and non-exempt staff.

Timekeeping Actions Menu Links

You can optionally add some Actions menu links to the Timekeeping section front if it is dynamic.

Timeslip Forms

Required: Replace the Date of Service field or block with the Date of Service Lock Date block, and check the option to "Lock on Pay Period ...".

Required: Replace the Funding Code block with the Contract Term Allocations block on each timeslip form.

Optional but recommended: Add the "Pay Period Confirmation/Verification/Distribution/Post Lock" block to each timeslip form.

Optionally add branch logic to display Question Time stuff.

User Forms

Several fields must be added to user forms,  and the information updated.  The 3 required fields are often placed on an auxiliary form and "hidden" behind an auxiliary process that has permissions removed for most user roles. Where to display these fields and who can edit them is up to each site.

Required: Exclude User from Pay Period Process field.

Required: FTE Percentage field.

Optional: If you want to track changes to users' FTE Percentage over time, disable editing the bare field and put the FTE list view and FTE Percentage (Logged) block on an auxiliary form.

Required: Overtime Exempt field.

Optional: Supervising User information. The time Verification list can be filtered on this field. Useful if you have a lot of users and different people will be verifying different "groups" of users.

User Role Permissions

The user roles for staff entering time do not need any additional permission if they can already add time. 

Required: The user roles for staff verifying time need the Verify Time permission.

Optional, but not recommended permissions: Allow Editing Confirmed Timeslips and Allow Editing Verified Timeslips.

Home Page Time Alerts

Optional: Homepage Alerts block with "Show Time Alerts" checked, or the Pay Pay Period Alert Links block.

Questioning Time (Verifiers)

Time verifiers can optionally question time from verification screens. Or use less "automated" means like a phone call, email, shouting across the hall, etc.

Questioning a timeslip unconfirms the pay period for that user. The user will need to confirm the pay period again, presumably after correcting the time or satisfactorily answering the question.