On the left menu, navigate to Administration, choose Employees.
You will see a list of existing employee records.
Click on an individual employee’s name, and on the next page underneath their name (and photo if included), click on Time & Attendance.
On this tab, you will see five selections:
- Pay Rules and Rates
- Time Off
- Shift Schedules
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. Click on Assign a Template.
Select the appropriate template from the dropdown and click Save.
Alternatively, you may set up the options for this employee manually.
You can set up timesheets either by clicking the toggle switch which indicates that the user will be tracking time:
Or choosing Timesheets from the left menu.
Under Time Clock, 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:
Below this you will be able to see what jobs to which the employee is assigned or assign a new job, by clicking on + Assign Job. You also can see a history of this employee’s jobs by clicking on Show History.
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.
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
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 clicking on + 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 clicking on + Assign Pieces Based Pay Rate.
On the Time Off tab, you may assign specific time off policies to this employee.
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,
a shift schedule,
or a variable schedule.
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).