Skip to content

Configuration

To configure the Union Rules feature, complete the following procedures:

  • Create custom fields for time tracking categories.
  • Create Time Type records that correspond to time categories.
  • Assign Permission Sets to ensure proper access.
  • Create Roll-Up Summary Fields to aggregate time entries.
  • Create Formula Fields to convert minutes into hours.

Create Custom Fields

Custom number fields must be created on the Time Sheet Entry object for each time category your organization requires. These fields store categorized time in minutes, based on the Time Rules applied per day.

Example: If your organization uses Regular, Overtime, and Doubletime categories, create one field for each.

Note: This configuration must be completed by a System Administrator.

These fields will automatically populate with the number of minutes categorized by the Time Rule logic.

To create custom number fields:

  1. From Setup, click Object Manager, then open the Time Sheet Entry object.
  2. Click Fields & Relationships.
  3. Click New.
  4. Select Number as the data type, then click Next.
  5. Enter a Field Label (e.g., Regular).
  6. Set: Length = 4 (digits to the left of the decimal) and Decimal Places = 0 (no decimal places)

    The values will display as minutes on Time Sheet Entry records.

  7. Keep the default Field Name.

    This value must be entered in the Field API Name of the corresponding Time Type record.

  8. Click Next.
  9. Configure field-level security as needed, then click Next.
  10. Click Save & New to create additional fields (e.g., Overtime, Doubletime).
  11. Repeat these steps for each required time category.

Create Roll-Up Summary Fields

For each time type, create a Roll-Up Summary Field on the Time Sheet object. This field will aggregate time from all related Time Sheet Entry records.

To create roll-up summary fields:

  1. From Setup, click Object Manager, then open the Time Sheet object.
  2. Click Fields & Relationships.
  3. Click New.
  4. Select Roll-Up Summary as the data type, then click Next.
  5. Enter a Field Label (e.g., Regular Time Roll-Up). Keep the default Field Name and click Next.
  6. In the Summarized Object dropdown, select Time Sheet Entries.
  7. Select SUM as the roll-up type.
  8. For Field to Aggregate, select the custom number field (e.g., Regular).
  9. Ensure the filter criteria is set to:

    All records should be included in the calculation.

  10. Click Next, then Save.

Repeat these steps to create roll-up summary fields for each time category (e.g., Overtime, Doubletime).

Create Formula Fields to Convert Minutes to Hours

To display categorized time in hours rather than minutes, create a formula field on the Time Sheet object for each time category. This allows for easy reporting and readability while maintaining system-calculated values in minutes.

Note: Formula fields are read-only and do not affect the stored value of the original field.

To create formula fields:

  1. From Setup, click Object Manager, then open the Time Sheet object.
  2. Click Fields & Relationships.
  3. Click New.
  4. Select Formula as the data type, then click Next.
  5. Enter a Field Label (e.g., Regular Time (Hours)). The Field Name will populate automatically.
  6. For Formula Return Type, select Number.
  7. Decimal Places = 2
  8. In the formula editor, enter a formula that divides the roll-up field value by 60. Regular_Time_Roll_Up__c / 60

    Replace Regular_Time_Roll_Up__c with the actual API name of your roll-up field.

  9. Click Next.
  10. Configure field-level security as needed, then click Next.
  11. Click Save & New to create additional formula fields for other categories (e.g., Overtime (Hours), Doubletime (Hours)).
  12. Repeat steps for each time category you want to convert to hours.

Once complete, Time Sheet records will show both the total minutes (from roll-up fields) and the corresponding hour values (from formula fields), enhancing reporting clarity.