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To add a new employee (or access
previously defined employee information), select the Employee
Setup link from the Main Menu
(see
illustrations below).
Note:
The Employee Setup screen acts as both a navigational tool
and informative summary. As a navigational tool, the company
screen contains hyperlinks to each employee's personal
file. As a summary tool, you can customize each of the columns
displayed in order to better direct your operations. Use the screen
tool-bar which includes a drop-down menu containing all the
Employee Setup items. The drop-down menu is associated with
table buttons such as Show Column and Hide Column to
specify the table's display (see illustration below).
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From the setup screen you may operate
in one of three ways: add new employee record; work with an
individual employee by clicking on the desired name or work with
multiple employees simultaneously by checking each individual's
corresponding check-box along with the work with selected
employees button provided below the table (see illustration
above). |
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Information
entered into the Employee Setup screen will initiate
much of the system’s operation.
Each item will accomplish one or more tasks as explained
below. Items from the employee's personal file you'll
notice are links, indicated as blue text, which offer a help
pop-up display explaining the function of each in the system
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System operation for each item will
apply as listed below. Utilize help pop-ups to better
understand each item and its use.
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Field Definition
Last
Name
·
Coordinated with
reporting
Title
·
Job title coordinated with reporting
Home Department
·
Designate employee department
·
Visible on reports
Location
·
Designate employee location
·
Visible on reports
Supervisor
·
Associates the employee to a supervisor
Default Pay Rate
·
Default or standard pay-rate for the employee
Home 1,2,3
·
Manages multiple departments and pay rates for the employee (Coordinate
1,2, and 3 with Alternate Pay Rates 1, 2 and 3 if needed)
Alternate Pay Rate
·
Manages multiple pay rates when dealing with departments or job codes
·
Coordinates pay rates with departments titled Home 1, 2 and 3
(requires "AltPayX" script activation)
Social Security Number
·
A Social Security Number is accepted for punching in and out
Auto Lunch Minutes
·
These minutes will be automatically deducted on a daily basis (a minimum
of hours worked for the day can be set to trigger the automatic lunch
deduction e.g..45 minutes after 5 hours worked)
First Name
·
Coordinated with reporting
Auto Lunch Hours
· Indicates requirement
for how many hours consecutive (e.g.. clocking out would reset the
hours) that must be worked before automatic lunch minutes are deducted
· Use when Auto Lunch
Minutes are designated for an employee
Web password
· Setting a password
permits an employee to both clock in by PC and view their timecard.
Clocking in and out is restricted to certain PCs; however, viewing a
personal time card can be done at any PC with Internet access
Employee Code
· A separate ID number
entered here can be included in reports
Card Number 1,2,3
· Clock in using any
number sequence from 1 to 8 digits (requires Manual Clock module
activation)
Round to Schedule (Operates as a day-to-day standard-set schedule )
· Round an employee’s
activity to designated scheduling times
Terminate an Employee
· In the Employee Setup
edit screen
· Click on the
employee’s name
End Date
· Date entered acts as a
termination date for an employee’s activity
· Employee’s with
expired termination date are moved to the inactive list where employee’s
activity records are saved
Additional Options
· Offers an employee a
union label if needed for payroll software
· Individual overtime
rules can be applied to an employee:
Deactivate OT rules
Overtime hours after 8 hours worked in a day
Overtime hours after 32 hours in a week
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