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How do I turn on timecard auto-approval and change the rules?

Switch on auto-approval for a location, and choose the rules and limits Nory uses to check timecards.

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Written by Eng Nory

This article is for Admins, and for anyone with the Can manage timecard automation settings permission, on the Nory web app. Timecard rules are set separately for each location. Auto-approval is part of the new Timecards page, which is in Beta and available to every brand.

Open the timecard rules for a location

Each location has its own timecard rules page.

  1. Select your brand name at the top of the left-hand menu, then select Settings.

  2. Under Locations, choose the location.

  3. Under the location's settings, select Timecards. The page is called Timecard rules.

If Timecards is missing from the location's settings, you do not have the Can manage timecard automation settings permission for that location. Ask an Admin.

Switch on auto-approval for shifts

Shift auto-approval lets Nory approve shift timecards that pass every rule listed in the section.

  1. In the Shift auto-approval section, switch on the toggle at the top right. Auto-approval is off until you do this.

  2. Check the rules listed in the section. Nory approves a shift timecard only when the timecard passes every one of these rules, and every rule switched on under Needs review.

The rules and their defaults are:

  • Hours vs scheduled: flags a timecard when the hours worked differ from the schedule by more than 30 minutes or 15% of the scheduled shift, whichever is greater. You can change the Flat allowance (minutes) and the Or % of shift length.

  • Missing clock-in or clock-out: always checked.

  • Unscheduled shift: flags a timecard for a shift that was never on the schedule.

  • Shift length: flags a timecard longer than 600 minutes (10 hours) from clock-in to clock-out, breaks included. You can change the Maximum shift length (minutes).

  • Overlapping timecards: always checked. Overlapping timecards flags two timecards for the same employee whose hours overlap at any location, because approving both would pay the same hours twice.

  • Employee not active: always checked. Employee not active flags a timecard for an employee who is deactivated.

  • Weekly hours limit, Daily hours limit and Minimum wage: if your location's compliance settings include these rules, the rules show as Legal requirement and cannot be switched off.

Choose what needs review

The Needs review section lists every rule that can send a shift timecard to a manager, with a toggle for each rule you can switch off.

  • Switching a rule off means Nory no longer checks that rule. The rule no longer flags timecards, and the rule no longer stops auto-approval.

  • Hours vs scheduled, Unscheduled shift, Shift length and Overtime applied are on by default. Hours vs scheduled and Shift length use the limits set in Shift auto-approval.

  • Overtime applied: flags a timecard that includes overtime, so someone confirms the overtime before it is paid.

  • Missing break: off by default. Missing break flags a timecard with no break recorded after 360 minutes (6 hours) of work. You can change the Break required after (minutes).

  • Long break: off by default. Long break flags a break longer than 45 minutes on a short shift, or longer than 60 minutes on a shift over 360 minutes (6 hours). You can change all three numbers.

  • Expensive timecard: off by default. Expensive timecard flags a timecard for an hourly employee that costs more than 180 in your brand's currency. You can change the number in the Maximum cost field, which shows your brand's currency.

  • Rules marked Always checked or Legal requirement cannot be switched off. These rules include Meal break prevented by work, Rest break prevented by work and Break questions not answered, which come from the break questions employees answer when they clock out.

Change a rule's limits

You can change the limits on any rule that has a number field.

  1. Change the number in the rule's field.

  2. Select Save changes, or Discard changes to go back.

A rule you have changed shows Customised. The new limits apply to timecards Nory checks from then on. Timecards that are already approved do not change.

Still need help?

Before you contact Nory Support, check the following:

  • You are looking at the right location. Each location has its own rules.

  • Your role has the Can manage timecard automation settings permission for that location.

When you contact Support, have the location name and the rule you are trying to change ready.

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