How do I add a "No Punch" policy to administrators, so they are not charged as an Active User? Follow
If you have users who will not punch or be counted toward your active user count, create a policy that does not allow punching, then assign the policy to the user's profile. These users will not have time cards or the ability to track their time.
Create a new punch management policy:
- Log into your CloudPunch web portal.
- Click on Policies in the side menu.
- Go to the Punch Management section.
- Click Add New.
- Enter a Policy Name for your policy. This name will appear in the list of policies when assigning them to users or departments.
- Adjust the following settings:
- Maximum Shift Length
- Day Changes At – This is the time when the work day changes.
- New Shift Starts After
- Allow Time Clock Punch – Set to No.
- Allow Web Punch – Set to No.
- Allow Department Transfer – Set to No.
- Allow Smartphone Punch – Set to No. (This is not a current option for CloudPunch.)
- Click Save to create the policy.
Add the punch management policy to an individual user's profile:
- Log into your CloudPunch web portal.
- Click on People in the side menu.
- Select the user to whom you want to assign the Punch Management Policy.
- Click on the Policies subtab under their name.
- Click + Assign or Replace Policy on the top right-hand side of the page.
- Select Punch Management.
- Select the policy you want to assign from the dropdown menu.
- Confirm the changes by clicking Confirm and Assign to apply the policy changes.
- Click Save to update your changes. If you don't click Save, the policies will not be updated.