Policy settings

  • Timesheet checkbox.

    This is not displayed by default. To make the checkbox visible:

    1. Go to Setup > App Setup > Create > Objects > Policy.

    2. Go to Field Sets > Additional Policies and select Edit.

    3. Drag and drop the Timesheet field into the Field Set.

    When displayed in the Policy make sure it is checked.

  • Timesheet Pattern field.

    This is not displayed by default. To make the field visible:

    1. Go to Setup > App Setup > Create > Objects > Policy.

    2. Go to Field Sets > Additional Policies and select Edit.

    3. Drag and drop the Timesheet Pattern field into the Field Set.

    When displayed in the Policy make sure a Timesheet Pattern is selected. Leave blank in a Policy used for Managers who do not need to complete Timesheets but need to approve Timesheets for Team Members they manage.

    Screenshot: Timesheet Pattern and Timesheet fields highlighted in the Additional section on a Policy page

  • Work Days Pattern field.

    Overtime Rules and Work Days Pattern work together to define Team Member entitlement to overtime. Make sure the Work Days Pattern field is displayed in the Policy, usually in the Absences - Paid Time Off section, and that a Work Days Pattern is selected.

    Screenshot: Work Days Pattern field in the Absences - Annual Leave section on a Policy page