This article is designed for: User Type: Admins & Payroll Managers Access: Web Browser
Auto Rounding helps speed up the payroll approval process by auto-rounding the Start, Break and Finish times for each shift.
To understand this feature better, I'll run through two examples using the Rostered and Clock-in-out sections.
Rostered Example
Let's say you set up auto rounding as pictured here:
When a staff member clocks in to start their shift, RosterElf will round their clock in time to the Rostered time, unless the clock in time is more than 5 minutes outside the rostered time. If it is more than 5 minutes on either side, it will round the start time to the nearest 5 minutes.
In other words, if John and Jill both had the same shift starting at 9 am on the roster. John clocked in at 8.56 am, and Jill clocked in at 9.11 am. John's clock in time would round to 9 am because the rule says that the clock in time will round to the Rostered time unless it's more than 5 minutes. However, Jill would round to 9.10 am because her start time isn't within 5 minutes of the Rostered time. So it will round to the closest 5-minute increment.
Clock-in-out Example
Let's say you set up auto rounding as pictured here:
RosterElf will use the staff's clock in time so long as it's within 10 minutes of the rostered time. So if the clock in time is greater than 10 minutes from the rostered time, then it would round to the nearest 5-minute increment.
In other words, if John and Jill are rostered to start at 9 am. John clocked in at 9.14 am, and Jill clocked in at 8.51 am. John's clock in time would round to 9.15 am as it's outside of the 10 minutes from the rostered time, so it rounds to the nearest 5 minutes. However, Jill would be rounded to 9 am because her clock-in time is within the 10-minute window of the rostered time.
Steps
1. Click on the Settings tab, then select Payroll from the dropdown.
2. In the Auto Rounding panel of this screen, select Start, Break or Finish to set up the rules for rounding for each.
3. In the Round the START time to dropdown, select either:
Rostered: To have the staff clock in/out time round to the Rostered time
Clock-in-out: To use the staff clock in/out time
4. In unless is more than, set a time.
This impacts the previous step differently.
If staff clock in/out within X minutes from their rostered time:
Rostered: it will round their clock in/out time to their rostered time
Clock-in-out: it will use their clock in/out time
If staff clock in/out outside the time given in this step, the rule will proceed to the next step.
5. Lastly, set a time in difference and then round to nearest.
If staff clock in/out outside of the timeframe given in step 4, both Rostered and Clock-in-out will now round the staff's clock in/out time to the nearest time increment set here.
6. Repeat these steps for the other options from the Start, Break or Finish options, if required.