Employee Setup Files

Personal information and settings entered in the employee setup files will regulate per employee administration and influence much of the systems operations..

To add a new employee (or access previously defined employee information), select the Employee Setup link from the Main Menu (see illustrations below).

Note: The Employee Setup screen acts as both a navigational tool and informative summary. As a navigational tool, the company screen contains hyperlinks to each employee's personal file. As a summary tool, you can customize each of the columns displayed in order to better direct your operations. Use the screen tool-bar which includes a drop-down menu containing all the Employee Setup items. The drop-down menu is associated with table buttons such as Show Column and Hide Column to specify the table's display (see illustration below).


	From the setup screen you may operate in one of three ways: add new employee record; 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 above).

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


	System operation for each item will apply as listed below. Utilize help pop-ups to better understand each item and its use.

Field Definitions

Last Name
· Coordinated with reporting

Title
· Job title coordinated with reporting

Home Department
· Designate employee department
· Visible on reports

Location
· Designate employee location
· Visible on reports

Supervisor
· Associates the employee to a supervisor

Default Pay Rate
· Default or standard pay-rate for the employee

Home 1,2,3
· Manages multiple departments and pay rates for the employee (Coordinate 1,2, and 3 with Alternate Pay Rates 1, 2 and 3 if needed) Alternate Pay Rate
· Manages multiple pay rates when dealing with departments or job codes
· Coordinates pay rates with departments titled Home 1, 2 and 3 (requires "AltPayX" script activation)

Social Security Number (SSN)
· The Social Security Number is no longer accepted for punching in and out

Auto Lunch Minutes
· These minutes will be automatically deducted on a daily basis (a minimum of hours worked for the day can be set to trigger the automatic lunch deduction e.g..45 minutes after 5 hours worked)

First Name
· Coordinated with reporting

Auto Lunch Hours
· Indicates requirement for how many hours consecutive (e.g.. clocking out would reset the hours) that must be worked before automatic lunch minutes are deducted

· Use when Auto Lunch Minutes are designated for an employee

Web password
· Setting a password permits an employee to both clock in by PC and view their timecard. Clocking in and out is restricted to certain PCs; however, viewing a personal time card can be done at any PC with Internet access

Employee Code
· A separate ID number entered here can be included in reports

Card Number 1,2,3
· Clock in using any number sequence from 1 to 8 digits (requires Manual Clock module activation)
Round to Schedule (Operates as a day-to-day standard-set schedule )
    · Round an employee’s activity to designated scheduling times
Terminate an Employee
    · In the Employee Setup edit screen
    · Click on the employee’s name

End Date
· Date entered acts as a termination date for an employee’s activity
· Employee’s with expired termination date are moved to the inactive list where employee’s activity records are saved

Additional Options
· Offers an employee a union label if needed for payroll software
· Individual overtime rules can be applied to an employee:
    Deactivate OT rules
    Overtime hours after 8 hours worked in a day
    Overtime hours after 32 hours in a week

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