Difference between revisions of "Configuration"
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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. | 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. | ||
| − | * [[System]] | + | * [[System Configuration|System]] |
| − | * [[Labor Levels]] | + | * [[Labor Levels Configuration|Labor Levels]] |
| − | * [[Time Clocks]] | + | * [[Time Clocks Configuration|Time Clocks]] |
==Calculation== | ==Calculation== | ||
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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. | ||
| − | * [[Pay Rules]] | + | * [[Pay Rules Configuration|Pay Rules]] |
| − | * [[Pay Periods]] | + | * [[Pay Periods Configuration|Pay Periods ]] |
| − | * [[Overtime]] | + | * [[Overtime Configuration|Overtime]] |
| − | * [[Overtime Periods]] | + | * [[Overtime Periods Configuration|Overtime Periods]] |
| − | * [[Premiums]] | + | * [[Premiums Configuration|Premiums]] |
| − | * [[Premium Periods]] | + | * [[Premium Periods Configuration|Premium Periods]] |
| − | * [[Exception Types]] | + | * [[Exception Types Configuration|Exception Types ]] |
| − | * [[Holidays]] | + | * [[Holidays Configuration|Holidays]] |
==Schedules== | ==Schedules== | ||
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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. | ||
| − | * [[Base Schedules]] | + | * [[Base Schedules Configuration|Base Schedules]] |
| − | * [[Base Schedule Overrides]] | + | * [[Base Schedule Overrides Configuration|Base Schedule Overrides]] |
| − | * [[Breaks]] | + | * [[Breaks Configuration|Breaks]] |
| − | * [[Pay Types]] | + | * [[Pay Types Configuration|Pay Types]] |
| − | * [[Schedule Status Types]] | + | * [[Schedule Status Types Configuration|Status Types]] |
| − | * [[Shifts]] | + | * [[Shifts Configuration|Shifts]] |
==Accruals== | ==Accruals== | ||
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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. | ||
| − | * [[Accrual Groups]] | + | * [[Accrual Groups Configuration|Accrual Groups]] |
| − | * [[Accrual Pay Types]] | + | * [[Accrual Pay Types Configuration|Accrual Pay Types]] |
| − | * [[Accrual Periods]] | + | * [[Accrual Periods Configuration|Accrual Periods]] |
| − | * [[Accrual Annual Entitlements]] | + | * [[Accrual Annual Entitlements Configuration|Accrual Annual Entitlements]] |
| − | * [[Accrual Date Entitlements]] | + | * [[Accrual Date Entitlements Configuration|Accrual Date Entitlements]] |
| + | * [[Accrual Maximums Configuration|Accrual Maximums]] | ||
| + | * [[Accrual Releases Configuration|Accrual Releases]] | ||
==Employee== | ==Employee== | ||
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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 | 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]] | + | * [[Employee Contact Types Configuration|Contact Types]] |
| − | * [[Custom Tabs]] | + | * [[Employee Custom Tabs Configuration|Custom Tabs]] |
| − | * [[Custom Types]] | + | * [[Employee Custom Types Configuration|Custom Types ]] |
| − | * [[Custom Type Lookups]] | + | * [[Employee Custom Type Lookups Configuration|Custom Type Lookups]] |
| − | * [[Status Types]] | + | * [[Employee Status Types Configuration|Status Types]] |
==In Services== | ==In Services== | ||
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The In Services configuration defines the in services and the relationships between in service groups and in service categories. | The In Services configuration defines the in services and the relationships between in service groups and in service categories. | ||
| − | * [[In Services]] | + | * [[In Services Configuration|In Services]] |
| − | * [[In Service Categories]] | + | * [[In Service Categories Configuration|In Service Categories]] |
| − | * [[In Service Groups]] | + | * [[In Service Groups Configuration|In Service Groups]] |
==Scheduler== | ==Scheduler== | ||
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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. | 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]] | + | * [[Budget Configuration|Budget]] |
| − | * [[Planned Absence Groups]] | + | * [[Planned Absence Groups Configuration|Planned Absence Groups]] |
| − | * [[Scheduler Groups]] | + | * [[Scheduler Groups Configuration|Scheduler Groups]] |
| − | * [[Scheduler Periods]] | + | * [[Scheduler Periods Configuration|Scheduler Periods]] |
| − | * [[Shift Count Groups]] | + | * [[Shift Count Groups Configuration|Shift Count Groups]] |
==Other== | ==Other== | ||
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The Other configuration items are an assortment of miscellaneous configuration items used throughout the software. | The Other configuration items are an assortment of miscellaneous configuration items used throughout the software. | ||
| − | * [[Pay Rate Lookup]] | + | * [[Pay Rate Lookup Configuration|Pay Rate Lookup]] |
| − | * [[Punching Zones]] | + | * [[Punching Zones Configuration|Punching Zones]] |
| − | * [[Reasons]] | + | * [[Reasons Configuration|Reasons]] |
| − | * [[Roles]] | + | * [[Roles Configuration|Roles]] |
| − | * [[Standard Comments]] | + | * [[Standard Comments Configuration|Standard Comments]] |
Revision as of 01:30, 6 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
- Accrual Maximums
- Accrual Releases
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.
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.
