An automatic break is one that is inserted into users' timesheets, without their control, at the times specified in the break rule that you set up. When deciding whether or not to set up automatic break rules, we suggest that you consult a labor/employment attorney in your country. If you are in the US, you might also want to check the US Department of Labor website and your state's labor laws.
IMPORTANT: You can ONLY set up auto breaks for specifically defined times during the day.
Notes:
- Only an administrator can create and manage break rules
- The break minutes are added to specific configured fields on existing Time Tracker Detail (TT Detail) records
- You can configure more than one automatic break for a specific AppKey in your org
- You can configure different Auto Break rules for different AppKeys in your org. This way, you can set up Auto Break rules differently for different groups of users
- By default, we have added ONE set of Auto Break Start, End and Minutes fields on the TT Details object. If you are setting up more than one auto break, please add additional fields on the TT Details object to capture the break details.
Creating an Auto Break rule
- Go to the TT Apps tab and click on the AppKey for which you want to configure the Auto Break rule (s),
- Click on the Config button
- Go to the Auto Breaks tab
- If you want to set up any filters for your auto break rule, add your SOQL filter in the "Break qualifier break Clause" field (a sample where clause for the auto break: dftlytime__dftlyTimesheetProject__r.Workcenter__c = 'FlowTherm' and CreatedDate = Yesterday ), If you do not set up any filters here, the Auto Break rule will apply to all Timesheet Detail records created with the selected AppKey.
- Next, select the Check-In Type that you want to apply the auto breaks to
- Work: The Check-In type is set as Work if the user check-in to Job within Salesforce or from web pages
- Clock: The Clock-In button is shown for the users who are set as "Allow Personal Check-In, in Team Mode" in the User screen. The User has the option to Clock-In and then Check-In to the Job
- Job: The user who Check-In to Jobs using the device
- Travel: Travel is used in some organizations for recording the travel time from the office to the work location
- Load/Unload: load/unload option can be enabled in the org for tracking time and the break time can be enabled for loading and unloading also (if required)
- If you want the Auto Break to apply to all Check-In types, do NOT select anything here.
- Add the Start and End time for the break. For example, your auto break could start at 11:15 AM and end at 11:30 AM
- In the Start Field Name, select the field where you want to store the Start Time for the auto break. The default field that is already set up is called Auto Break Start Time
- In the End Field Name, select the field where you want to store the End Time for the auto break. The default field that is already set up is called Auto Break End Time
- In the Break In Minutes field, select the field where you want to store the number of minutes of the auto break. The default field included is called "Auto Break In Minutes"
- In the second break In Minutes field, select the field where you want to store the Hours Worked excluding the Auto Break, By default, there is a field called "Hours worked excluding Auto break". Note that the "Time Worked" field shows Time Worked including. the Auto Break time.
- Click on the Save button
Activating the Auto break
Check the Active field at the start of the Auto Break rule, to activate the rule that you have created. Now the Time Tracker application automatically deducts the break time from the Hours worked by the users. And shows the hours deducting the break time in the field "Hours worked excluding Auto breaks" in the Time Details screen.
De-activating the Auto break
Uncheck the Active field at the start of the Auto Break rule setup, to deactivate the rule.
Click the New Break button to add more auto breaks. You may want to add auto break rules for another Check-in Type or for other times during the day. Most organizations set up Auto Breaks for morning and afternoon break times and for Lunch.