Page Comparison

Step-by-step guide

Login Log in with an Administrator Account and follow these instructions:

1. Either click the button for Administration or go to User> Administration
2. Click

   In ‘Administration’ click on the

   Employees

   ‘Employees’ tab

3. Click

   Add Employee

   ‘Add Employee’

4. Enter the Employee

   Number -

   ‘Number’

   1. These must be unique from any other employee, enabled or disabled.

5. Enter the employee's

   First Name

   ‘First Name’

6. Optional - Enter the employee's

   Middle Initial

   ‘Middle Initial’

7. Enter the employee's

   Last Name

   ‘Last Name’

8. Enter the

   Date Employed

   ‘Date Employed’ for the employee

9. Enter the employee's

   E

   ‘E-mail

   Address -

   Address’

   1. This is used for password resets, notifications regarding missing or removed signatures, and status notifications for time off requests

   .

10. Optional - Enter the employee's

    Regularly

    ‘Regularly Scheduled

    Hours.

    Hours’

    1. This is for the entire pay period; bi-weekly

    FT

    1. full-time employees, for example, might be set to 80 hours.

    2. This is only required and used when auto-accruing overtime or comp time for the employee.

11. Choose the

    Employment Type

    ‘Employment Type’ for the employee.

    1. Exempt

    -

    2. (Salaried employees) or Non-Exempt

    -

    3. (hourly employees) followed by what and how you would like to apply overflow hours:

       1. Accrue Comp Earned by Day or Accrue Overtime by day: Comp or OT be a manual entry on the timesheet. Use this option if you do not wish for overflow hours to automatically roll over from regular hours. Also used if the employee is allowed to choose between Comp and Overtime

       2. Accrue Comp Earned by Pay Period or Accrue Overtime by Pay Period: Comp or OT will automatically calculate at the end of the pay period based on the employee's Regularly Scheduled Hours. Anything over the regular amount at the end of the pay period will roll over to Comp or OT.

       3. Accrue Comp Earned by Week or Accrue Overtime by Week: Comp or OT will automatically calculate at the end of the week based on the employee's Regularly Scheduled Hours. If you have bi-weekly pay periods, the application takes the Regularly Scheduled Hours divided by 2, anything over that amount at the end of the week will roll over to Comp or OT. Example: Reg Sched Hours is 80 for Bi-Weekly pay periods, after 40 hours in week 1, regular time will roll over to OT or Comp.

12. Create a

Login Name

13. ‘Login Name’ for the employee

.

14. 1. If

you skip this

15. 1. skipped, the employee will need to

login

16. 1. log in with their employee number.

17. Enter a temporary

Password

18. ‘Password’ for the employee. This can be anything.

    1. For security reasons, the application will require any passwords set in administration to be changed by the employee the next time they

login

19. 1. log in to the application.

20. By default

Valid

21. , ‘Valid’ will be set to Yes.

    1. Changing this to No will disable the employee in the application.

22. Select any Groups the employee should be in for admin or payroll rights

23. Select the Org. Unit(s) the employee will need a timesheet for.

    1. Works Primarily In This Unit:

Yes

24. 1. ‘Yes’ will show the timesheet for the

org unit

25. 1. Org. Unit at all times.

    2. Works Primarily In This Unit: 'No' will hide the timesheet in a drop menu under the employee's primary

org unit

26. 1. Org. Unit timesheet for the employee to access when they need to use it.

27. Select any Org. Unit(s) the employee is a Supervisor for.

    1. Is Backup Supervisor Only:

No

28. 1. ‘No’ is for any Org Unit they will always be responsible for approving time for. On the timesheet, they will see these employees left aligned with their own name.

    2. Is Backup Supervisor Only:

Yes

29. 1. ‘Yes’ is for any Org Unit they will be responsible for approving time for in the even the main supervisor for that Org Unit is not available. On the timesheet, they will see these employees indented to the right of the alignment for their own name.

30. Select any Org. Unit(s) the employee should have Read-Only access for. The employee would be able to view any employees in the selected Org Unit(s) but not approve them or make changes to them. This is helpful for Auditor access.

31. Select any

employee

32. ‘employee-specific Pay-

Codes

33. Codes’ applicable for this employee

34. Select any 'employee-specific Holidays' applicable to this employee

35. Select any

employee

36. ‘employee-specific Shift

Differentials

37. Differentials’ applicable to this employee

38. Click the blue ‘Add this Employee’ button to

Add this Employee

39. save

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