Introduction to Employees

Each employee within Attendance has their data broken down into several sections in order to present their information in an easy to follow, organized manner. There are several ways to bring up each piece of an employee’s data, and any changes that are entered into these sections, regardless of how the section is accessed, are saved automatically and are available throughout the system.

Personal Information

Personal Information consists of your employee’s Human Resources and Payroll status information. This includes their name, address, payroll identifier, hire date, etc.

Time Cards

The employee’s electronic Time Card. The Time Card is automatically updated when transactions are received from the time clock. The Time Card can also be edited by the employee’s supervisor or other users with Time Card access authority.

Schedules

The employee’s assigned work schedule. If a schedule pattern has been assigned to the employee, the schedule updates automatically. The schedule can also be adjusted by the employee’s supervisor or other users with schedule access authority.

History

The employee’s attendance history. This view can be adjusted to display hours worked, dollars earned, the pay designation, and/or schedule exceptions (tardy, late punch out, and so on).

Archives

The employee’s Time Cards for previous pay periods. Time Cards can be archived for an unlimited number of years.

Accruals

The employee’s benefits summary for the defined time period.

Personal Information

Personal Information includes personal (name, address, telephone number, etc.) and work-related information (hourly status, the rate of pay, benefits, etc.). Human Resources normally perform edits of this data.

Pages (Personal Information) – Quickly change from Personal Information to other employee items.
Basic – Browse to the rest of the Personal Information.

Changing Information

With each tab and items can be edited. Change, Remove or Click in the cell and type. can be used to modify employee data, depending on your user profile’s security settings. For example, within the Workgroup tab, you can change the employee's Current Assignment


Basic	Personal
Private	Address
Rate of Pay	Workgroup
Active Status	Hourly Status
Pay Class	Certifications
Messages	Availability

Time Card

The Time Card is one of the most important pieces in ensuring employees are paid correctly. The Time Card shows an employee’s schedule, in and out times for each shift, total working hours, workgroups that the employee worked, and exceptions from the schedule. Supervisors can also correct any mistakes or add information as needed to the Time Card. Some typical supervisor edits are:

Add a missing punch
Add a schedule
Acknowledge an exception (Review and Approve)
Credit or debit hours to or from an employee
Enter workgroup transfers
Authorize portions of the Time Card

The bottom portion of the Time Card window displays summary information in each of the tabbed areas. The first tab is the period total summary and it displays total pay designation hours and dollars worked by each employee during the selected time period. The Daily Summary tab displays total pay designation hours and dollars worked by day for the selected period. The Adjustments tab displays supervisor adjustments for the employee Time Card for the selected period. The Time Off tab displays a three-month calendar that shows an employee benefits summary.

Time Card -- Quickly change from Time Card to other employee items.
Current Period – Browse Pay Period to the Time Card for current or previous periods.
Editing Sheet—Change the time card view to another type.
Adjustments – Review and remove supervisor edits.
Approve – Approve Time Card. Puts the digital signature on the time card that it was reviewed.
Print – Creates a file in PDF format.
List of Employees – Select a specific employee.
Preferences – Menu that allows visual changes to the time card layout.

In-Cell Editing

The Time Card can be edited by entering information directly into an open cell. This can take place within the Schedule or Punches columns. Time can be entered either in AM/PM or in 24-hour format. Individual visual preferences define how the display is presented back to you. Hours can also be entered in either minutes or hundredths of hours. For example, typing “8.50p” would result in 8:30p showing on the Time Card.

Adjustments Menu


All items can be edited for this tool.		Clicking on the pencil icon has all the different sections. Along with a few that can only be done from this icon: Credit Hours Pay to Start/End Notes/Comments Daily
	Credit	This can be used to add or debit time from a Pay Designation.
	Credit Additional Worked Time	If your company takes out lunch automatically, this tool can put back what was taken. Check the box to Pay Lunch Period.
	Pay to Start/End Before After	This set of options override the rounding and areas surrounding a shift. Example the scheduled shift was from 4 am to 6 am. Actual punches were in at 3:58 and out at 6 am. If we used the Pay to Scheduled End the pay REG goes from 0:33 to 2:02 hours.
	Notes/Comments	Add or remove a note in the time card. The note can be looked at in the History as well.

Transaction Edits


Transactions items
	Add Punch Transaction	The date can be changed. For example, a 3shift employees punch would go on the next day. Time can be entered in AM/PM, Military (24) Hours or hundredths. Note the colon Example 8.50 = 8:30
	Adding two punches Before: After:	Adding two punches can be done by adding a comma ","
	Alter Punch	Alter punch is a powerful tool for overriding the pay rules. Picking the punch to alter then forcing that transaction start or end. The Part of the Pay to Scheduled Start – Pays the employee to the Start of his or her scheduled shift, NOT the actual start time Pay to Scheduled End – Pays the employee to the end of his or her scheduled shift, NOT the actual end time. Pay to Actual Start – Pays to actual start time, NOT scheduled start time Pay to Actual End – Pays to the actual end time, NOT scheduled end time.

Workgroup Operations

Workgroup items

Workgroup Change @ Time of Day

Transfer at time of Day – Transfer an employee’s hours starting at the specified time through either another transfer or the end of the shift.

Transfer Time to another Workgroup

Reallocate Hours – Takes hours entered in “Amount” field and transfers them to the new workgroup.

Changing Visualization Preferences


		The setting has defaulted to the list below. However, each user can change the view of there own time card. Changes take effect right away.

		Pick how you want to see the Workgroup displayed.

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