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Description: In this topic, the user will learn how to restrict employees from adding entries on select days of the week and/or holidays for hourly account types. This feature restricts punch entries from being entered on one or more days of the week or for a specific holiday schedule. At the time of clock in, after selecting the client and service code, and clicking continue, the employee will be prompted with an alert stating "This client is not allowed to receive this service on this day of the week or this holiday." The entry will not be allowed to be entered. The employee will only be able to select Cancel. The days of the week restrictions and holiday restrictions can be used separately or together.

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1. Log in to DCI

2. Click Home on the main menu

3. Click Employees on the submenu

4. Enter the employee's name in the filter and click Search 

5. Click anywhere in the employee row to open the Employee Details page

6. Click Actions 

7. Select New Service Account from the drop-down menu

8. Complete the form wizard

   1. Day of Week Restrictions - Click the blue plus sign (+) and select the days on which to restrict punch entries

   2. Enable Holiday Restrictions - Click the checkbox to enable the restriction and select the holiday schedule to restrict from the drop-down menu

      1. Please note: A separate holiday schedule specific to restrictions may need to be created

9. Click Save and Yes to confirm

Edit an Existing Service Account to Enable Entries Restriction

1. Log in to DCI

2. Select Click Home from  on the main menuSelect Employees tab

3. from Click Employees on the submenu

4. Search for Enter the employee by entering the name and using the filters, then select the Search button

5. The search results will update in the table below the search box

6. 's name in the filter and click Search 

7. Click anywhere in the employee row to  to open up the Employee Details page

8. Select the Accounts tab located below the details window

9. Select Click the Accounts tab

10. Click anywhere in the row of the account that needs to be edited or deactivated or edited

11. Select the Click Actions button

12. Select Edit  Edit Account from the actions dropdown and edit  from the drop-down menu

13. Edit the following fields: (The days of the week restrictions and holidays restrictions can be used separately or in unison.)

    1. Day of Week RestrictionsRestrictions - click Click the +  blue plus sign (+) and select the days needing to be restricted from  on which to restrict punch entries being entered

    2. Enable Holiday RestrictionsRestrictions - click Click the checkbox to enable the restriction and select the holiday schedule needing  to be restricted from punch entries being entered

       A separate holiday schedule

       restrict from the drop-down menu

       1. Please note: A separate holiday schedule specific to restrictions may need to be created

14. Select Click SaveSelect Yes in the confirmation alert windowand Yes to confirm

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