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Select the hamburger menu icon
in the top left, then navigate to Team
> My Team > Employee Setup
- Click the ellipses icon
in the top right then select 'Add New'
- Enter all applicable information for your new hire, only fields with a * are required
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- Account Type = Security level for your new hire
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- Employee = access to only their own employee information. No edit data access
- Supervisor = access to editing employee timesheets, hiring new employees, limited edit access to employee data
- Admin = full access to editing employee data, editing timesheets, and hiring new employees
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- Checking the box Can Edit Personal Time will allow the employee to edit their own timesheet
- Check the box Populate Holidays to have the employee receive 8 hours automatically for each company holiday
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- If unchecked, the employee will only receive worked hours for the holiday
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- Account Type = Security level for your new hire
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- When all required fields are complete, select ‘Save’
Terminating an Employee
- Select the hamburger menu icon
in the top left, then navigate to Team
> My Team > Employee Setup
- Select the edit employee information icon
next to the employee name you need to terminate
- Enter a Terminated Date and check the box Locked
- Click 'Save'
Adding/Editing Time Entries
- Select the hamburger menu icon
in the top left, then navigate to Team
> Time > Timesheets > Current
- Select the
icon on the left to edit an employee's timesheet
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- To edit existing time entries (i.e.: an employee clocked in but did not clock out):
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- Enter the correct From or To time by typing directly into the time entry box
- Click the
on the left to add another time entry line (if necessary)
- After all entries are updated click
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- To add a time entry (i.e.: an employee forgot to clock in and out for an entire day):
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- Click the
on the left next to the day you need to add a time entry to
- Enter the From and To time by typing directly into the time entry box
- Click the
on the left to add another time entry line (if necessary)
- After all entries are updated click
- Click the
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- To add a Time Off entry : (i.e. to record a Sick or Vacation day)
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- Click the
on the left next to the date you need to add Time Off to
- In the Time Off column click the lookup list icon
to choose from a list of available Time Off Codes (i.e. Sick, Vacation, Holiday, Unpaid, etc)
- In the Raw Total column enter the number of hours for the Time Off
- After all Time Offs are entered click
- Click the
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- To edit existing time entries (i.e.: an employee clocked in but did not clock out):
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- If needed, select the icon
on the right to review any notes left by the employee or select the
icon to enter a note onto the employees timesheet
- After all entries are updated click
Processing Timesheets
- Select the hamburger menu icon in the top left then navigate to Team
> Time > Timesheets > Previous
- Select the edit icon
to view/edit each timesheet. Ensure all missing punches are corrected and any Time Off hours (Sick, Vacation, etc) have been added to the timesheet before processing
- Select ‘Process & Export’ at the bottom of the timesheets
- Complete each Time Prep step. To complete the steps, click on the hyperlinked words – the check box at the far left is solely an organizational tool:
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- Click REAPPLY PAY CALCULATIONS to calculate all timesheets and apply rules for Overtime, Double Time, etc
- Click PROCESS RECORDS to gather time and prepare it for export. This step maps the hours on the timesheets to codes necessary for export
- Click REVIEW RESULTS to review all time totals that will be included in the export file
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- Employees will be listed multiple times in the report - each row showing the different Pay Categories recorded on the timesheet (i.e. Regular, Overtime, Double Time, Sick, etc)
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- Click CREATE PAYROLL INTERFACE to create the payroll export file of the timesheet hours
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- Select the
icon to export the file
- Select the
- Click
to go back to the Time Prep steps
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- Click LOCK PAY PERIOD to lock the timesheets and uphold the integrity of your historical data
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