Attestation Profiles

An Attestation The act of confirming or attesting that something is true. For example, when punching out, users may need to attest that they took their meal breaks. profile contains one or more Attestation assignments. For employees, for example, the order of the assignments determines the order in which the buttons associated with the assignments appear on the Punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. tile A container that provides navigation or action from its summary view. and on the Select Punch Type slider on My Timecard. You can create, edit, and delete Attestation profiles from this page.

Attestation profiles are assigned to employees in People Information. You can also assign Attestation profiles to managers. This allows you to configure manager-specific restrictions, triggers, and sets of questions in manager Attestation workflows to support your business compliance and regulatory needs.

  • Users can be assigned both employee Attestation profiles and manager Attestation profiles. The Attestation profile in effect during a session is determined by the role (employee or manager) associated with the login credentials.

    • Note: The Attestation Profiles page contains an "Empty Profile," which you cannot edit or delete. Assign the Empty Profile to a user's People Information record if you want to remove all Attestation Profiles for that person.

    To access Attestation profiles, navigate to Administration > Application Setup > Attestation > Attestation Profiles from the Main Menu. There are two tables on this page. The first table lists all of the Attestation assignments you can select. The Current Assigned Order table displays the order of the Attestation assignments for the selected profile.

    To create an Attestation profile, your system must have one or more Attestation assignments you can use to configure the profile. See Attestation Assignments for more information.

    1. Click Tap Create to open the Create Attestation Profile page.
    2. In the Name field, enter a name for the Attestation profile. Optionally, enter a description in the Description field.
    3. A grid that lists the available Attestation assignments is displayed following the Description field. The grid includes the name, button, condition, and workflow associated with each assignment.
    4. To add an Attestation assignment to the profile, select it from the grid and click Assign . To add multiple Attestation assignments, hold down the Ctrl key while selecting the Attestation assignments you want.
    5. The Attestation assignments you select are listed in the Current Assigned: field, located above the grid.
    6. To remove an Attestation assignment, select it from the grid and click Un-Assign .
    7. When finished, click Save.
    8. The order in the Current Assigned Order table determines the order in which buttons will be displayed in both the Punch tile and the Select Punch Type slider in My Timecard. To change the order:
      1. Click Re-Order Selection .
      2. In the Assigned glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item., use the arrow keys to change the order.
      3. Click Save Order when finished.
    9. Click Save when finished.

    If you need to create a new assignment from this page, click Create , which is located above the assignment grid on the Create Attestation page. This opens the Create Attestation Assignment page. See Assignments for more information.

    You can use Current Assigned Order section of the the Attestation Profile page to associate multiple workflows to the same Attestation button. For example, the entries in the following grid define the behavior for current punches in the Punch Button Time Entry Workflow and for fixing past or missing punches in the Manual Time Entry Workflow. For each type of workflow, there are two entries for the Punch Out button (here, they are Unsafe_always and Meal_break). The button (Punch Out) is displayed only once, but two questions are asked, each corresponding to a different workflow (Simple Question Form and Complex Meal Break v2, for example). The question in the Simple Question Form will be first and the question in the Complex Meal Break v2 form will be second.

    Current Assigned Order

    Name Button Condition Punch Button Time Entry Workflow Manual Time Entry Workflow
    Unsafe_always Punch Out Always Simple Question form Simple Question form for Manual Time Entry
    Meal_break Punch Out 300 minutes worked Complex Meal Break v2 Complex Meal Break for Manual Time Entry

    The current assigned order determines the order in which the Attestation workflows associated with the Attestation button are displayed to the employee.

    When assigning multiple workflows to the same button, consider the following:

    • Ensure that the assigned workflows are in a logical order. For example, a workflow that might disqualify an employee from punching in should be placed first, to prevent the employee from needlessly answering other Attestation questions. Example: Simple Question form configured with the question "Did you test positive for COVID-19 today?"
    • Avoid assigning multiple workflows that take the user from Attestation workflow to their timecard. Examples: Time Review Form and Missed Punch.
    • Workflow Only button types do not create a punch and their assignments should be restricted to non-punch activities, such as Attestation Paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick..

    Note: You do not have to associate a Manual Time Entry workflow with an Attestation button for the button to be displayed on the Select Punch Type slider on My Timecard.

    1. On the Attestation Profile page, select a profile and click Edit .
    2. The Edit Attestation Profile page opens and displays the current Attestation assignments in the Current Assigned field. Below that are two grids. The first grid lists the available assignments. The Current Assigned Order grid lists the current order of the assignments.
      3. Note:

      If you use multiple Attestation assignments, you can change their order.

      1. Click Re-Order Selection .
      2. In the Assigned glance, use the arrow keys to change the order.
      3. Click Save Order when finished.
    3. Select a listed Attestation assignment and click Assign . To add multiple Attestation assignments, hold down the Ctrl key and select as many as needed. The new Attestation assignments are listed in the Current Assigned field. If necessary, you can remove an Attestation assignment by clicking Un-Assign .
    4. Before you save your changes, you must select one of the following in the Save Changes To area at the top of the page:
      • Save changes everywhere that the named entity is used. Entity: name. — The changes you make only affect the current profile.
      • Save as a new named entity — The changes you make create a new profile.

    To edit an Attestation assignment, select it and click Edit . The Edit Attestation Assginment page opens.

    To create an Attestation assignment, click Create . The Create Attestation Assignment page opens.

    A Column Selection icon and a Filter icon appear above each grid.

    • To change the columns displayed in the grid, click Column Selection and then select or deselect one or more columns listed.
    • To search for items within a column, click Filter . A blank cell opens at the top of each column, where you can enter the name of an entry to search.
    1. On the Attestation Profiles page, select and click Delete
    2. When the warning message appears, click Yes.

    Note: You cannot delete a profile that is currently being used.

    Column Selection — Show or hide the columns displayed

    Filter — Add a blank cell to the top of each column to enable you to filter on part or all of a word.

    Create — Open the New Attestation Assignment page so you can create a new assignment.

    Unassign — Remove a button, condition, or workflow from an assignment.

    Assign — Assign a button, condition, or workflow to an assignment

    Edit — Open the selected assignment in edit mode.

    Delete — Delete the assignment button.