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Managing Time Tracking Policies (Beta)

Edit, review, or delete time tracking policies to keep them aligned with your company’s current working time rules and needs.

Updated over 2 weeks ago

Managing time tracking policies ensures your organization stays aligned as priorities change.

You can edit or delete policies as your organization's needs change.

Setting up time tracking policies is available on the Ultimate subscription plan.

Editing an Existing Policy

To edit a policy:

  1. Go to Settings > Time Tracking > Time tracking policies.

  2. Select the policy you want to edit.

  3. Make your changes and click Save.

You can adjust details like:

  • Work schedule rules (working days, holidays, time off)

  • Time entry overlap prevention

Changes are applied automatically to all users currently assigned to the policy.

What Happens When a Policy Is Updated

Policy updates take effect immediately for assigned users. If a user already entered time that violates new rules (e.g. tracked on a non-working day), they’ll see a warning message or be blocked from editing unless the entry is corrected.

📌 For example:

  • Entries on non-working days may be flagged or blocked

  • Split entries (e.g. time off + work) will be validated against each segment

Deleting a Policy

To delete a policy, open the three-dot menu next to the policy and select Delete Policy.

📌 A policy cannot be deleted if it's currently assigned to any users. To unassign it:

  • Go to Resourcing > Employees and open the Directory tab.

  • Select all users assigned to the policy.

  • Click Assign Time Tracking Policy and select Unassign.

Once unassigned, return to Settings > Time Tracking and delete the policy.

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