Difference between revisions of "Configuration"

From sbv.wiki
Jump to: navigation, search
(Setup)
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 +
{{Advanced}}
 +
 
Correct configuration of the software ensures that your company’s pay rules and policies are applied correctly. An unlimited number of pay rules, base schedules, holiday rules, and accrual rules can be configured so as to correctly pay employees for both worked and unworked hours.
 
Correct configuration of the software ensures that your company’s pay rules and policies are applied correctly. An unlimited number of pay rules, base schedules, holiday rules, and accrual rules can be configured so as to correctly pay employees for both worked and unworked hours.
  
Line 5: Line 7:
 
The configuration items are available from the Configuration ribbon tab. The configuration items are organized into categories of a related nature.
 
The configuration items are available from the Configuration ribbon tab. The configuration items are organized into categories of a related nature.
  
 +
[[File:Configuration.png]]
 
== Setup ==
 
== Setup ==
  
Line 10: Line 13:
  
 
* [[System Configuration|System]]
 
* [[System Configuration|System]]
 +
 +
* [[Custom Configuration|Custom Configuration]]
 +
 
* [[Labor Levels Configuration|Labor Levels]]
 
* [[Labor Levels Configuration|Labor Levels]]
 +
 
* [[Time Clocks Configuration|Time Clocks]]
 
* [[Time Clocks Configuration|Time Clocks]]
  
Line 18: Line 25:
  
 
* [[Pay Rules Configuration|Pay Rules]]
 
* [[Pay Rules Configuration|Pay Rules]]
 +
 
* [[Pay Periods Configuration|Pay Periods ]]
 
* [[Pay Periods Configuration|Pay Periods ]]
 +
 
* [[Overtime Configuration|Overtime]]
 
* [[Overtime Configuration|Overtime]]
 +
 
* [[Overtime Periods Configuration|Overtime Periods]]
 
* [[Overtime Periods Configuration|Overtime Periods]]
 +
 
* [[Premiums Configuration|Premiums]]
 
* [[Premiums Configuration|Premiums]]
 +
 
* [[Premium Periods Configuration|Premium Periods]]
 
* [[Premium Periods Configuration|Premium Periods]]
 +
 
* [[Exception Types Configuration|Exception Types ]]
 
* [[Exception Types Configuration|Exception Types ]]
 +
 
* [[Holidays Configuration|Holidays]]
 
* [[Holidays Configuration|Holidays]]
  
Line 31: Line 45:
  
 
* [[Base Schedules Configuration|Base Schedules]]
 
* [[Base Schedules Configuration|Base Schedules]]
* [[Base Schedule Overrides Configuration|Base Schedule Overrides]]
+
 
 
* [[Breaks Configuration|Breaks]]
 
* [[Breaks Configuration|Breaks]]
 +
 
* [[Pay Types Configuration|Pay Types]]
 
* [[Pay Types Configuration|Pay Types]]
 +
 
* [[Schedule Status Types Configuration|Status Types]]
 
* [[Schedule Status Types Configuration|Status Types]]
 +
 
* [[Shifts Configuration|Shifts]]
 
* [[Shifts Configuration|Shifts]]
  
Line 42: Line 59:
  
 
* [[Accrual Groups Configuration|Accrual Groups]]
 
* [[Accrual Groups Configuration|Accrual Groups]]
 +
 
* [[Accrual Pay Types Configuration|Accrual Pay Types]]
 
* [[Accrual Pay Types Configuration|Accrual Pay Types]]
 +
 
* [[Accrual Periods Configuration|Accrual Periods]]
 
* [[Accrual Periods Configuration|Accrual Periods]]
 +
 
* [[Accrual Annual Entitlements Configuration|Accrual Annual Entitlements]]
 
* [[Accrual Annual Entitlements Configuration|Accrual Annual Entitlements]]
 +
 
* [[Accrual Date Entitlements Configuration|Accrual Date Entitlements]]
 
* [[Accrual Date Entitlements Configuration|Accrual Date Entitlements]]
 +
 
* [[Accrual Maximums Configuration|Accrual Maximums]]
 
* [[Accrual Maximums Configuration|Accrual Maximums]]
 +
 
* [[Accrual Releases Configuration|Accrual Releases]]
 
* [[Accrual Releases Configuration|Accrual Releases]]
  
Line 54: Line 77:
  
 
* [[Employee Contact Types Configuration|Contact Types]]
 
* [[Employee Contact Types Configuration|Contact Types]]
 +
 
* [[Employee Custom Tabs Configuration|Custom Tabs]]
 
* [[Employee Custom Tabs Configuration|Custom Tabs]]
 +
 
* [[Employee Custom Types Configuration|Custom Types ]]
 
* [[Employee Custom Types Configuration|Custom Types ]]
 +
 
* [[Employee Custom Type Lookups Configuration|Custom Type Lookups]]
 
* [[Employee Custom Type Lookups Configuration|Custom Type Lookups]]
 +
 
* [[Employee Status Types Configuration|Status Types]]
 
* [[Employee Status Types Configuration|Status Types]]
  
Line 64: Line 91:
  
 
* [[In Services Configuration|In Services]]
 
* [[In Services Configuration|In Services]]
 +
 
* [[In Service Categories Configuration|In Service Categories]]
 
* [[In Service Categories Configuration|In Service Categories]]
 +
 
* [[In Service Groups Configuration|In Service Groups]]
 
* [[In Service Groups Configuration|In Service Groups]]
  
 
==Scheduler==
 
==Scheduler==
  
The scheduler configuration deals with the budgets that drive the creation of the schedules, plus other settings that determine how the employees display within the scheduler.
+
Please see the [[Scheduler Configuration|Scheduler configuration]] page that explains the scheduler configuration process step by step.
  
 
* [[Budget Configuration|Budget]]
 
* [[Budget Configuration|Budget]]
 +
 
* [[Planned Absence Groups Configuration|Planned Absence Groups]]
 
* [[Planned Absence Groups Configuration|Planned Absence Groups]]
 +
 
* [[Scheduler Groups Configuration|Scheduler Groups]]
 
* [[Scheduler Groups Configuration|Scheduler Groups]]
 +
 
* [[Scheduler Periods Configuration|Scheduler Periods]]
 
* [[Scheduler Periods Configuration|Scheduler Periods]]
 +
 
* [[Shift Count Groups Configuration|Shift Count Groups]]
 
* [[Shift Count Groups Configuration|Shift Count Groups]]
  
Line 82: Line 115:
  
 
* [[Pay Rate Lookup Configuration|Pay Rate Lookup]]
 
* [[Pay Rate Lookup Configuration|Pay Rate Lookup]]
 +
 
* [[Punching Zones Configuration|Punching Zones]]
 
* [[Punching Zones Configuration|Punching Zones]]
 +
 
* [[Reasons Configuration|Reasons]]
 
* [[Reasons Configuration|Reasons]]
 +
 
* [[Roles Configuration|Roles]]
 
* [[Roles Configuration|Roles]]
 
* [[Standard Comments Configuration|Standard Comments]]
 
* [[Standard Comments Configuration|Standard Comments]]
Line 90: Line 126:
  
 
* [[Software|Using the Time and Attendance software]]
 
* [[Software|Using the Time and Attendance software]]
 +
 
* [[Employees]]
 
* [[Employees]]
 +
 
* [[Employee]]
 
* [[Employee]]
 +
 
* [[Reports]]
 
* [[Reports]]
 +
 
* [[Scheduler]]
 
* [[Scheduler]]
 +
 
* [[Tools]]
 
* [[Tools]]
 +
 +
* [[Import]]

Latest revision as of 19:24, 31 October 2018

This topic is for advanced users

Correct configuration of the software ensures that your company’s pay rules and policies are applied correctly. An unlimited number of pay rules, base schedules, holiday rules, and accrual rules can be configured so as to correctly pay employees for both worked and unworked hours.

Access to the configuration should be restricted to those in an administrative role through the user authorizations. If you have access to the configuration setup, then you should not make any changes without fully understanding the implications and scope of the changes.

The configuration items are available from the Configuration ribbon tab. The configuration items are organized into categories of a related nature.

Configuration.png

Setup

The Setup menu deals with system wide settings, labor level configuration and time clock configuration. Configure these before the first employee is entered into the software.

Calculation

The calculation configuration deals with the rules of calculation like the pay periods, rounding, overtime rules and the payment of holidays and holiday overtime.

Schedule

The Schedules configuration deals with the information required for the schedules, which includes the pay types, the break and lunch rules, and the shift designations.

Accrual

The accruals configuration is where all of your accrual policies are set up. This includes the pay types to accrue, the periods in which to accrue, and the level of earnings.

Employee

The employee configuration deals with customization of information displayed under the Employee tab. This includes the ability to define your own custom tabs, employee status types that you will be maintaining, and contact types such as phone numbers

In Service

The In Services configuration defines the in services and the relationships between in service groups and in service categories.

Scheduler

Please see the Scheduler configuration page that explains the scheduler configuration process step by step.

Other

The Other configuration items are an assortment of miscellaneous configuration items used throughout the software.

See also