Post

2 followers Follow
0
Avatar

Time Compliance App

I am just stepping into a Clarizen Admin Position for a company that had implemented Clarizen earlier this year.  After the implementation the team that was managing the tool until my arrival installed the Time Compliance App.  The App errors out due to the record threshold limit being exceeded. I heard there was a way of configuring this app to work at the group or subgroup level. Is this true? If So where can I find information on that configuration set-up?

I think If we can set the app to work at the group level for a 2 week time period our record counts would not exceed the threshold for the app.  If we can get this app to work correctly it would avoid having to create custom panels for reporting time compliance.

Kimberly Coates Answered

Please sign in to leave a comment.

7 comments

1
Avatar

Hello Kimberly,

Are you going to use Working Hours based on Calendars or user-level (weekly) Contract Hours to calculate the expected working hours per user?

If you're going to use Contract Hours, I think that simply setting the value of Contract Hours to 0 on users that you want to exclude from the Time Reporting Compliance custom page would do the trick.

If you're going to use Working Hours based on Calendars, this will require adding additional filters in 3.2, 3.4, 4.2, 4.4, 5.2, 5.6 and 6.2 actions of the Time Reporting Compliance custom page. For example: 

Please let me know if this helps.

Roland Pumputis 1 vote
0
Avatar

Hi Roland,

I was able to get the Time Compliance tool to work on a set user group as indicated in your comment below. But Now my Total User Counts are not aligned.  The User group has 164 members but the tool is stating on 39 total users.  How is this field calculated?

Ideally, I would like to pull in the current users primary user group and report on that group instead of a static user group.  Example: user 1 logs in and licks the icon his primary user group is Development -QA, he will see time compliance for Development-QA, User 2 logs in and in part her primary user group is Software Engineering her view is set to show the time compliance for Software engineering user group.  Let me know if this is possible. 

Or

If the current users primary user group cannot be pulled in can we duplicate and modify the function of the time sheet data span in the top right hand corner of the screen. The new selection box would be place right below the date span. The new box would default to a set user group and it would allow the end user to select a specific user group from the user group list?

Also, Yes we calculate the time compliance based on the calendar work week not the set contracted hours. I will review the sections you have listed to ensure the calculations are correct. It also looks like the tool takes into consideration the holidays or calendar exceptions on the organizational level calendar. Does it apply all calendar Exceptions. please confirm the logic on the Calendar.

Kimberly Coates 0 votes
0
Avatar

Hello Kimberly,

1) This is how total users is calculated:

2) Yes, the primary group of the current user can be calculated and used in the aforementioned filter instead of a static user group;

3) From what I can see in the formulas, all calendars (organizational, group and personal) are taken into account by making use of the GetWorkingTimeForGivenPeriod() function to determine contract hours for each individual user.

I hope this answers your questions.

Roland Pumputis 0 votes
0
Avatar

Today I spent time looking at how to get the current users primary user group.  As there is not Get function that supports the object I am trying to get (GetCurrentusersprimaryusergroup) I believe that I need a different method for resolution. 

Not knowing exactly were to start I created a report that provided me with the list I was looking for, a listing of all users and their primary user group. Next, I created a custom data field to store the User's Primary User Group value once identified. Then I started to create a workflow rule to identify the current users primary user group and update the data field. This way I could reference the User's Primary User Group field in the Time Reporting Compliance app. Is this the approach that needs to be taken or am I barking up the wrong tree?

 

Kimberly Coates 0 votes
0
Avatar

Hello Kimberly,

That is one of the possible ways to do it, but it should also be possible to calculate CurrentUser's primary group right in the custom page's configuration. If you require further assistance with this I recommend getting in touch with your Professional Services consultant.

Thank you!

Roland Pumputis 0 votes
0
Avatar

Thanks Roland.  I am still getting time out errors. It would be great if the tool could run at an Org level and not hit a 'Maximum allowed execution time reached' error.  Will this tool ever be updated to work with larger organizations? Companies with over 1000 users?

Kimberly Coates 0 votes