On the left menu, navigate to Administration, choose Employees.

You will see a list of existing employee records.

Select an individual employee’s name, and on the next page underneath their name (and photo if included), select the Time & Attendance tab.

On this tab, you will see five selections:

• Overview
• Timesheets
• Pay Rules and Rates
• Time Off
• Shift Schedules

Overview

On the Overview tab, you will be able to select which time and attendance features are applicable to this employee.  

You have the option of assigning this employee to an existing Time and Attendance template.  Select Assign a Template.

Select the appropriate template from the dropdown and select Save.

Alternatively, you may set up the options for this employee manually.

Timesheets

You can set up timesheets either by selecting the toggle switch which indicates that the user will be tracking time:

Or choosing Timesheets from the left menu.

Select a template for the timesheet, the timesheet approval path, and for the timesheet period, and set an effective date for each.

WebClock/iPad Kiosk

Under WebClock/iPad Kiosk, you can enable a PIN code for the employee.   This will automatically send a notification to the employee.  You will then be able to see what the code is in case the employee forgets it. You may also reset or resend the PIN.

Here you can also set up Face ID recognition, where you can send a notification and a link to the employee to their email address on file, where they can set up their face recognition:

Assigned Jobs

Below this you will be able to see what jobs to which the employee is assigned or assign a new job, by selecting + Assign Job.   You also can see a history of this employee’s jobs by selecting Show History.

Assigned Breaks

Here you may view, assign, or unassign any preset break times for the employee.

Pay Rules and Rates

On the Pay Rules and Rates tab, you may assign information about how this employee is paid.   To change the settings, select the edit icon on the upper right:

Here you can set up, based on any preset templates:

• When the work week begins, and what time of day
• Apply any overtime rules
• Assign a meal break
• Assign a rest break
• Assign any holiday rules

Shift Premium

If your company has a shift premium policy, you may assign it to the employee here.

Job Based Pay Rates

If your company assigns specific job-based pay rates, you may set it up and pay it here by selecting + Assign New Job Specific Pay Rate.

Pieces Based Pay Rate

If your company pays the employee based on a number of pieces created, you can specify this here.

You may also specify a new piece-based rate by selecting on + Assign Pieces Based Pay Rate.

Time Off

On the Time Off tab, you may assign specific time off policies to this employee.

Time Off

Here you can assign the approval path for when the employee requests time off.   You can also assign a holiday calendar for this employee.

Time Off Policies Assigned

If there are any set time off policies that need to be applied to the employee, they can be set here.

Time Off Balance Settings

Here you may set up the rules for the employee that will be applied to the calculation of time off balances, available at the time that they are booked.  Here you will define the typical working day for the employee, including schedule type, including a fixed schedule,

Shift Schedules

Note:  A schedule will need to be published in order for time off hours to be generated.

For shift schedules, choose Shift Schedules from the tab menu on the left.

Here you can assign the shift approval path, identify whether this employee is a shift-based schedule user, and what schedules the employee is allowed to view (only their own, team schedule, group schedule, or company schedule).