Sometimes your employees may work on projects with unique time tracking requirements that do not match their assigned time policy. You can choose to enable project level exceptions to time policies where the employees default time policy is overridden by the project level time policy.
Steps
Enabling Project Level Time Policy Exceptions
Log into the Raken Web App.
Click the Company button on the menu on the left side of the page.
Click Time settings in the menu that appears.
Click Advanced that appears in the menu that appears.
Click the drop down labeled Always follow time policies and select the secondary option Enable project level exceptions.
Click the orange Save button in the top right corner of the page.
Once project level exceptions have been enabled you are now able to assign specific time policies to projects. When assigned the project level time policy will override the employee's assigned time policy. Assigning a time policy to a project can be done on a project by project basis or through the project template.
Assigning Time Policies in Project Settings
Log into the Raken Web App.
From the left side menu click Projects.
Click the project for which you would like to assign a time policy.
Once in the desired project scroll down in the left side menu and click on the Settings dropdown.
Click General in the menu that appears.
Click the dropdown found below the section labeled Project time policy.
Click on the policy that you would like to have enabled for the project.
Click the orange Save button on the top right corner of the page.
Assigning Time Policies in Project Templates
Log into the Raken Web App
Click on the Company button on the left side of the page.
Select the Project templates option from the menu that appears.
To edit an existing project template, you will click the menu button to the right of the template that you would like to edit, you will then select the Edit option.
To create a new Project template you can you can click the + New project template button in the top right corner of the page.
Click General on the left side of the page.
Click the drop down found in the Time policy section of the page.
Click on the policy that you would like to have enabled for the project template.
Click the orange Save button in the top right corner of the page, all projects that you create in the future with that template will have the Time policy setting applied.
To apply the Time policy change to existing projects click the ellipsis or 3 dots to the far right of the template and select the option to Apply to projects. Once you had selected the relevant projects and click Apply and it will update your projects.
Manually Allocating Hours
When employees capture time on those projects with time policy exceptions, the time card will be flagged on the time review page. This ensures that your employees' time is always captured and reviewed properly.
Different time policies could have different over time rules. When time is captured across different time policies there could be discrepancies between the captured overtime etc.
The new Manually allocate hours toggle is available to address and adjust any discrepancies that may arise. This tool is available to Account Administrators when they review time.
You can learn more about this feature reading the following article.
Manually Allocating Hours As An Account Administrator
More Questions?
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