Difference between revisions of "Configuration"
| Line 13: | Line 13: | ||
* [[Time Clocks]] | * [[Time Clocks]] | ||
| − | ==Calculation | + | ==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. | The calculation configuration deals with the rules of calculation like the pay periods, rounding, overtime rules and the payment of holidays and holiday overtime. | ||
| Line 26: | Line 26: | ||
* [[Holidays]] | * [[Holidays]] | ||
| − | ==Schedules | + | ==Schedules== |
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. | 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. | ||
| Line 37: | Line 37: | ||
* [[Shifts]] | * [[Shifts]] | ||
| − | ==Accruals | + | ==Accruals== |
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. | 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. | ||
| Line 46: | Line 46: | ||
* [[Accrual Annual Entitlements]] | * [[Accrual Annual Entitlements]] | ||
* [[Accrual Date Entitlements]] | * [[Accrual Date Entitlements]] | ||
| + | |||
| + | ==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 | ||
| + | |||
| + | * [[Contact Types]] | ||
| + | * [[Custom Tabs]] | ||
| + | * [[Custom Types]] | ||
| + | * [[Custom Type Lookups]] | ||
| + | * [[Status Types]] | ||
| + | |||
| + | ==In Services== | ||
| + | |||
| + | The In Services configuration defines the in services and the relationships between in service groups and in service categories. | ||
| + | |||
| + | * [[In Services]] | ||
| + | * [[I[n Service Categories]] | ||
| + | * [[In Service Groups]] | ||
| + | |||
| + | ==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. | ||
| + | |||
| + | * [[Budget]] | ||
| + | * [[Planned Absence Groups]] | ||
| + | * [[Scheduler Groups]] | ||
| + | * [[Scheduler Periods]] | ||
| + | * [[Shift Count Groups]] | ||
| + | |||
| + | ==Other== | ||
| + | |||
| + | The Other configuration items are an assortment of miscellaneous configuration items used throughout the software. | ||
| + | |||
| + | * [[Pay Rate Lookup]] | ||
| + | * [[Punching Zones]] | ||
| + | * [[Reasons]] | ||
| + | * [[Roles]] | ||
| + | * [[Standard Comments]] | ||
Revision as of 22:30, 5 May 2015
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.
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.
Schedules
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.
Accruals
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.
- Accrual Groups
- Accrual Pay Types
- Accrual Periods
- Accrual Annual Entitlements
- Accrual Date Entitlements
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 Services
The In Services configuration defines the in services and the relationships between in service groups and in service categories.
- In Services
- [[I[n Service Categories]]
- In Service Groups
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.
Other
The Other configuration items are an assortment of miscellaneous configuration items used throughout the software.
