Application Configuration

The Application Configuration template specifies configuration settings for optional device parameters. Its configuration is linked to that of the Default Transactions and Soft Key Settings templates, Configurable Transactions, Total Definitions, Work Rule Definitions, Soft Key Schedules, and Smart Views building blocks.

The template provides the following tabs:

  • Application Options—Specifies various application options such as the number of schedules per employee and the time frame for totals calculations.
  • Labor Assignments—Specifies labor category and cost center assignments..
  • Labor Settings—Specifies the badge formats and .access and input options for labor transactions.
  • Location Transfer Settings—Specifies the methods to be used for location transfer transactions.
  • Work Rule Assignments—Specifies device work rule associations and definitions.

Edit the fields in these tabs. Required fields are marked by an asterisk (*). When you are done with your edits:

  1. Ensure that the Name field is not blank. It should contain the name of a template that you are editing or the unique name of the template that you are creating.
  2. Select one of the guided Save changes to options. See Device and Profile view template save options for more information.)
  3. ClickTap Save to save your edits or clicktap Cancel to dispose of them.

Use the Application Options tab to configure optional device parameters.

Select a money paycode to be used for tips transactions from the drop-down list.

Enter the number of schedules allowed for each individual employee - a number from 0 to 14. The default value is 3. Enter the number of days after today (a number from 1 to 38) to look for future schedules. The default value is 38. For optimum performance, set the number of individual schedules and days ahead to the lowest values that ensure that the schedules are available at the device. For example, all of the employees who are assigned to a device work one shift 5 days a week and must view their schedules for this week and next week. Specify 10 individual schedules per employee and 14 days in Number of Days to Look for Future Schedules.

Select the time frame for totals and accruals, either Current Pay Period or As of Today. These are not the settings for Smart View transactions.

The Labor Assignments tab allows you to assign labor categories and cost centers to a device. Labor categories and cost centers are defined in the host application. The host application also determines the individual labor levels that are available to assign to a device. Select the Labor Assignments tab and do one of the following:

  • Select a labor category profile from the Labor Category Profile drop-down list. When you make a selection, the Labor Categories fields on the tab are inactivated, but any labor categories that are part of the profile are selected. You can additionally select the Cost Center check box.
  • Select any combination of the Contract Code and Project Code check boxes (for the listed Labor Categories), and the Cost Center check box.

Select an option for Home employee labor transfer validation:

  • Employee labor transfer set
  • Device labor transfer set
  • Both employee and device labor transfer set

Note: The Home employee labor transfer validation option is available for InTouch DX only.

To define how location transfers take place at a device, select the Labor Settings tab.

Note: This tab is enabled only if one or more labor categories or a cost center is selected on the Labor Assignments tab.

Select the badge type that will allow a labor transfer.

  • None — Rejects labor level or account badges at the device. This is the default selection.
  • Generic — Allows non-standard or generic labor level or account badges at the device.
  • Standard — Allows standard labor level or account badges at the device.

If you selected Generic badge type, select the generic badge formats to be accepted for labor transfer badges for each labor category or cost center. The available labor categories are determined by how the host application is configured; they are selected on the Labor Assignments tab as individual labor categories or as a cost center. The generic badge formats listed here are configured in the Generic Badge Format Editor in the Cards and Readers template.

Specify access options:

  • Select Allow Non-Home Employees to enable non-home employees to make labor transfers.
  • Select Restrict Time on Repunch to limit the time interval in which a repunch is allowed. If selected, the Restrict Punch interval setting in the General Device Settings template must contain the time interval for repunches.

Select types of input are allowed:

  • Select Allow Keypad Entries to enable employees to enter labor levels from the device keypad. If not selected, employees must use labor level or account badges to enter labor data.

  • Select Allow Alpha Numeric Values to enable employees to make number and letter data entries. If not selected, only numeric values are allowed.

  • Enter the Labor Category Prompt Order for labor categories that are configured in the Labor Assignments tab. The order specifies the sequence in which the device prompts for labor categories when the employee makes a location transfer. You can edit the order of the categories, but you cannot add or delete any category. For example, you configure labor categories 1, 2, 3, and 4 and the default order is 1234. You can change the order to 1243, but not to just 234 or 12345.

To define how a device performs location transfers, select the Location Transfer Settings tab.

Select the following:

  • Location

Select the Device Location Transfer Set from the drop-down list.

Select the badge type that will allow a location transfer.

  • None — Rejects location badges at the device. This is the default selection.
  • Generic — Allows non-standard or generic location badges at the device.
  • Standard — Allows standard location badges at the device.

Generic badge type— If you selected Generic badge type, select the generic badge format that is accepted for transfer badges. The available badge formats are configured in the Generic Badge Format Editor in the Cards and Readers template.

Specify the access options.

  • Allow non-home employees — Enables non-home employees to perform location transfers.
  • Restrict time on repunch — Limits the time interval in which a re-punch is allowed. If selected, the Restrict Punch interval setting in the General Device Settings template must contain the time interval for re-punches.

Allow keypad entries— Enables employees to enter location transfers from the device keypad. If this field is not selected, employees must use location badges to enter location data.

Home employee location validation

Specify the method for validating location transfers for home employees:

  • Employee location transfer set
  • Device location transfer set
  • Both employee and device location transfer sets

How location transfer validation works for home employees

Type of location transfer validation
By employee's assigned location transfer set only By device location transfer set only By both employee and device location transfer set
Can transfer only to locations in their assigned location transfer set. Can transfer only to locations in the device location transfer sent to the device Can transfer only to locations that are in both their assigned employee location transfer set and the device location transfer set sent to the device.

Device work rule definitions are defined in the Work Rule Definitions template. To assign these work rule definitions to device work rule numbers and combine the work rule definitions into groups used by the employees assigned to specific devices, select the Work Rule Assignments tab. You can assign up to 40 device work rules to device work rule numbers.

To do so:

  1. ClickTap Available in the Device Work Rule Number/Work Rule Definition Associations section.
  2. Select the check box corresponding to the available device work rule number that you want to use.
  3. Select an device work rule definition from the Available Work Rule Definitions drop-down list. This list is populated from the Work Rule Definitions template.
  4. Repeat steps 2 and 3 for any additional associations that you want to define.
  5. ClickTap Selected. The defined work rule assignments are listed.