Client Account Tasks
 
 

Assign Employees to a Department

Client Records

Adding departments to your configuration will allow additional detail to be gathered for accounting and reporting purposes.

Note: Assigning a department to an employee will  include wanted employees in specially filtered reports ran by specific department, location, etc...

 

 
Step 1

Attaching one or more departments to an employee is accomplished in the employee's personal setup file.  To access the file, click on the Employee Setup  link from the Main Menu  (see illustration).

 

 

 

 

 

 

 

 

 

 

 

Step 2 From the setup screen you may operate in one of two ways: 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).
 

 

Step 3 An employee's personal setup file offers a standard Home Department, or if multiple departments are being applied, Home 1, 2  and 3  are additional departments (see illustration 1.3).  Each department can be connected respectively to a separate pay rate (see the Multiple Pay Rates  page for details).
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4 The changes will be available once saved.

More on Departments

More that 4 departments can be established for your client, but you must call your payroll representative for assistance.  All department settings are driven by a processing rule so all that is necessary is additional rules pertaining to the departments. You will need to know what the name of the additional departments you will be adding are, and any associated pay rate.  In the following example, the Labor Code has been set to collect prompts for a Department at the time clock. (see below)

Summary of Prompt Settings

Once the setting has been saved, you will need to have additional departments added to the system.  This is accomplished by adding a processing rule to your configuration.

Your processing rules could result in something like this:

Update Processing/Rounding Script

  • This screen lets you change the processing behavior for a client.
  • All UNFROZEN punches will instantly reflect the changes you make.  Frozen punches are not affected.

Enter a short script ID to remind you of what this script does:

In the above example, the value of "x" is collected at the terminal and then processed to assign a name and corresponding pay rate to the punch.

If an employee keys in a department that isn't one of the departments listed (in the employee set up or in the processing rules), the pay rate will be set automatically to the default pay rate in the employee record.