Assigning a Punch Management Policy

Easily assign a punch management policy to departments or to individual users in the Citadel web portal.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

All changes made to a policy will apply to all users assigned to that policy. 

Add a punch management policy to a department:

1. Log into the Citadel web portal.
2. Click on Places in the side menu.
3. Go to the Departments section.
4. Select the department to which you want to assign the Punch Management Policy.
5. Click on the Policies subtab.
6. Click + Assign or Replace Policy on the top right-hand side of the page.
7. Select Punch Management. 
8. Select the policy you want to assign from the dropdown menu.
9. If there was no previous policy of that type, the new policy will be automatically added.
10. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes.
11. Click Save to update your changes. If you don't click Save, the policies will not be updated.

Note: If a person has a policy type already assigned, adding or replacing a policy at the department level will not override the individual policy. You will need to update the person's policy accordingly.

Add a punch management policy to an individual user's profile:

1. Log into the Citadel web portal.
2. Click on People in the side menu.
3. Select the user to whom you want to assign the Punch Management Policy.
4. Click on the Policies subtab under their name.
5. Click + Assign or Replace Policy on the top right-hand side of the page.
6. Select Punch Management.
7. Select the policy you want to assign from the dropdown menu.
8. If there was no previous policy of that type, the new policy will be automatically added.
9. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes.
10. Click Save to update your changes. If you don't click Save, the policies will not be updated.