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How to view employees from specific departments only (filtering)

This article will describe how to use an employee field to determine which employees are populating the employee list. In Jarrison Time this is known as filtering. A filter is created by selecting one or more field criteria, and then applied by loading the filter.

To create a new filter follow the below steps. In this example “Department” will be used as the filtering field.

1. Click on View from the menu bar, then Filters , or click the filter icon on the toolbar.

2. From the filter listing screen that appears, click Create to open the Create Filter window.

3. In the Field column, select Department. All existing Department options will appear in the middle block.

4. Then from the middle block select the Department(s) whose employees should be included in the filter. A tick will appear in the box and the employees matching the selection will be listed in the Employees column on the right. It is possible have multiple fields in a filter, however this example is only using Department. If other fields were needed they could be ticked now and their options selected.

Filtering

5. To save the filter for future use, type a name for the new filter in the Name field at the bottom of the window, then click Save. Otherwise, you can click Use, to apply the filter once-off without saving.

6. Before saving, you can choose if the filter should be Private or Public. Private filters will only be available to the current user; public filters will be available to all users.

7. If the filter was saved it will appear in the list of filters, ready for use by selecting and clicking Load. If Use was selected without saving, the filter will already be loaded. If a filter is loaded, filter information will be shown in the status bar.

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Glossary of Terms

Access Control

Access control refers to the restriction of people’s ability to clock on biometric devices based on location and/or time. Advanced access control includes anti-passback and zone sequencing.

Access Groups

Access Groups in Jarrison Time are combinations of Devices and Time Zones, used to determine on which devices and at which times members of the Access Groups may clock. Access Groups also facilitate restrictions based on too much or too little clocking in specified time-frames.

Access Groups can by synchronized or imported by Third-Party Import, or by users.

Access Zone

In Jarrison Time an Access Zone is how devices are grouped together to form logical zones for the purposes of access control. The option is available with the JT Live module.

Adjustments (Manual Adjustments)

Adjustments are the method of covering absence of time by employees in Jarrison Time. Examples of adjustments would be Annual leave and Sick leave. Adjustments are typically applied by a user via Daily Details as needed, or can be imported from file. It’s very important that Adjustments are correctly configured and applied as paid or unpaid. (Unpaid will result in Short Time.)

Anti Passback

Anti Passback is a form of access control where people are restricted from clocking on the device most recently clocked on, until they have clocked at another device.

Approval Bypass

Approval Bypass is a feature of Jarrison Time Approvals that allows for the first approval tier to be approved without any exceptions being cleared.

Approvals

Approvals are a system-wide setting that forces users to correct Exceptions and then lock periods from further editing, ready for submission to payroll.

Jarrison Time allows for up to three tiers of Approvals: Daily Summary (timesheet), Pay totals, Department totals. Starting at timesheet level, each tier needs to be approved before the next one can process.

Area

An Area in Jarrison Time refers to a GPS location with a set radius, which designates a permitted T&A clocking area for JT Clock users.

Area Schedule

The Area Schedule is used in conjunction with JT Clock to determine where JT Clock users should clock on a given day.

Authentication

Authentication in the context of access control or T&A is the means by which a person identifies themselves to biometric devices for clocking purposes.

Authorizations

In Jarrison Time it is possible to allow employees to earn unapproved overtime when working additional hours. The unapproved time must then be authorized (to change to payable OT) or declined by a user. Authorization categories are setup so the system knows where to send approved or declined time.

Biometric Device (Reader)

A biometric device is a type of device (also known as a reader), usually wall-mounted but can be handheld, used to authenticate a person’s identity by recognizing some part of their body. Jarrison Time is directly compatible with a wide range of biometric devices covering the following means of authentication: Fingerprint, Face, Palm. Tags and PINs can also be accepted if the device supports it.

Bouncing (Shift Sensing)

Bouncing is a system-based method of assigning Day Programs to employees based on their clocking times. The selection of Day Programs the system can apply and when to apply them needs to be configured.

Breaks

Breaks in Jarrison Time are used to allow time off duty during the day. Breaks must be correctly configured and applied as paid or unpaid. (Unpaid breaks affect Target Time.)

Clocking