Client Account Tasks
 
 

Labor Distribution

Employee Setup

Labor distribution allows employees to work throughout multiple departments, locations, job codes or other desired categories; all of which, can be tracked and will be available for reporting purposes

The system method of gathering these types of information is creating Clock Prompts.  Clock Prompts  are questions asked by the clock, to the employee, at the time of a clock-in, clock-out, or both.  

When operating with multiple departments or locations, these settings must be assigned to each employee by being entered into each of the employee's personal setup files.  Once an employee is assigned multiple departments, these departments may be coordinated with multiple pay rates. To operate Multiple Pay Rates:  For the clock to assign separate pay rates to separate departments, the AltPayX  script must be entered in the Processing Rule entry box (contact your service provider for information on Processing Rules).
 
Step 1

Entering additional departments, locations or pay rates is accomplished in a employee's personal setup file.  To access the file, click on the Employee Setup  link from the Main Menu (see illustration 1.1).
 

 

 

Step 2 The company Employee Setup screen serves as both a navigational tool with hyperlinks to each employee's personal file and as a summary tool, as you can customize each of the columns displayed.  The screen tool-bar includes a drop-down  menu containing all the Employee Setup items, associated with table buttons such as Show Column  and Hide Column to specify the table's display
 

 

Step 3
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

 

Step 4
Alternate departments are termed Home 1, Home 2 and Home 3  and alternate pay rates are termed Pay Rate 1, 2  and 3. If only one department applies for the employee, Home Department will remains the employee's only department entry. A help pop-up display is available for all setup items by clicking on the item link
 
Step 5
The changes will be available once saved, granted the necessary Clock Prompts  have been consequently created.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reporting

Reports Menu

Reporting capabilities are vast and flexible.  Each of the many reporting options is designed to summarize certain groupings of information, and is subject to customization settings in order to generate a pertinent report. 

Useful Tip: Running each report will involve completing a specifications questionnaire, which will determine the presentation and information included in the report.

Step 1

To access the list of available reports, select the Reports  link from the Main Menu  (see illustration above)
 
Step 2

Once a report is selected, as for the Summary Report  below, each will display a specifications frame permitting assorted customization settings to effectively organize the desired information.  For each of the selected reports, the setup will operate in the same manner (see illustration 2.3).   

 

Step 3

Click the Run Report button and it will be displayed momentarily.

Each report has an essential grouping of information and is subject to alterations.  To determine which report best suits your reporting needs, evaluate illustration 2.4 provided below; a spread sheet displaying the explicit reporting options

 

 

 

 

 

 

 

The following list summarizes each of the assorted reports.

A pay period Summary Report  offers total hours, per employee wages, and prompt breakdown.   

A pay period Detailed Report  offers punch-in and out times (rounded or un-rounded) and hourly totals by category, prompts or department.      

The Single Day Report  gives in and out times, pay categories, prompts and wage information for a specific work day.

The Daily Auto E-mail Report  lists hour totals, times in and out by employee, total hours to day,  to week and in pay period.   To sign-up for a free e-mail subscription, follow steps 4-7.

Labor Code Reporting filters by labor code, employee, individual department, location or lists an employee’s in and out times with weekly totals by department.