How do I add a "No Punch" policy to administrators, so they are not charged as an Active User?

If you have users who will not punch or be counted toward your active user count, create a policy that does not allow punching, then assign the policy to the user's profile. These users will not have time cards or the ability to track their time.

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.

Create a new punch management policy:

1. Log into your Citadel web portal. 
2. Click on Policies in the side menu.
3. Go to the Punch Management section.
4. Click Add New. 
5. Enter a Policy Name for your policy. This name will appear in the list of policies when assigning them to users or departments.
6. Adjust the following settings:
   • Maximum Shift Length
   • Day Changes At – This is the time when the work day changes.
   • New Shift Starts After
   • Allow Time Clock Punch – Set to No.
   • Allow Web Punch – Set to No.
   • Allow Department Transfer – Set to No.
   • Allow Smartphone Punch – Set to No.
7. Click Save to create the policy.

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

1. Log into your 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. Confirm the changes by clicking Confirm and Assign to apply the policy changes.
9. Click Save to update your changes. If you don't click Save, the policies will not be updated.