Auditor Setup
The Auditor Setup page is used to configure the Auditor Dashboard. The Auditor Dashboard provides several visuals to help with identifying and addressing potential risks at your organization and provides an in-depth analysis of
- Compliance-related potential risks, such as a high number of punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. time edits in an organization’s shipping department.
- High risk locations in which the potential risks are occurring.
- Employees whose actions have been detected and reported as high-risk.
Enable the Auditor feature
Before you can configure Auditor, you must perform the following steps:
- Confirm that the tenant has an Analytics license assigned to it.
- Enable the feature switch.
- Go to Application Setup > System Configuration > Feature Switch.
- Select Auditor and click Edit.
- Select Yes and click Save.
- Assign the appropriate permissions to users. The Auditor Setup pages and Auditor dashboard are only available to users with the appropriate permissions. Grant access to the Auditor dashboard and Setup pages by setting these access control points to Allowed in each user’s profile:
- Manager - System Configuration > KPI Key Performance Indicator measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance. Builder Setup > Auditor Setup
- Manager - System Configuration > KPI Builder Setup > Auditor
- To set up the Auditor run, complete the Auditor Setup building blocks.
To configure the Auditor Dashboard
- Enter a duration
- Exclude locations
- Include locations
- Select the primary location type
- Select rates
- Select the sub location type
Launching an Auditor run
The Auditor run is a scheduled batch process that occurs on the first day of every month and covers the number of months configured in the Auditor Duration setting. We recommend that you only manually launch the Auditor run to determine whether it is running correctly after making modifications to the Auditor setup.
The default setting for the duration of months in which the Auditor run occurs is four. The Auditor is a batch process that runs on the first day of every month. If the duration is four and the Auditor is running on January, 1, 2022, the months covered in the run will be September, October, November and December of 2021.
To launch an Auditor run, click Run Auditor