- EMPLOYEE #
- Accept the next available auto-assign employee number, or
over-type it with a preferred number.
The Employee Search window is provided to view the existing operators.Note: If the Employee table becomes out of sequence, the table can be rebuilt using the Regenerate Employee Name to # Cross Reference utility.
LAST NAME- Enter the operator's last name.
The last name field is used to sort employees alphabetically for lookup and for printing reports.
FULL NAME- Enter the operator's full name. The full name is the name printed on all reports.
REG HRLY RATE- Enter the operator's regular hourly rate or setup several
different rates in the window as follows:
- EMPLOYEE HOURLY RATES:
- The prompts are:
- SEQ
- Accept the sequence number to track the rate records.
- CODE
- Enter an Hourly Rate Code or select one from the drop-down list, as setup in Hourly Rate Codes.
- DESCRIPTION
- The Rate Code description appears.
- HOURLY RATE
- Enter the Hourly Rate for this operator.
- TYPE
- Select Regular or Over-Time for this rate code for this operator.
OVER-TIME RATE- Enter the operator's over-time hourly rate.
DIVISION- Enter the Division or Home Store for the employee, or select a division from the drop-down list.
EMPLOYEE TYPE- Enter the employee type code or select one from the drop-down list, as setup in Employee Types.
WORK ORDER LABOR CODES- Window to assign optional default labor codes for the employee, as outlined in Work Order Labor.
TIME CLOCK- This prompt only applies if Time Clock processing has
been activated for the company in theCompany
Miscellaneous Parameters.
The prompts are:- ALLOW DATE OVERRIDE
- Uncheck this box if the employee should NOT be able to
over-ride the clock in and out times.
Check this box to allow this employee to over-type the clock in and out times. The actual times are still saved in the expanded clock time record, and can be viewed in Update Time Clock Entries.
OVER-TIME BASED ON- Select one of the following options:
- Select N/A if Time Clock settings are not relevant to over-time for this employee.
- Select Day if over-time is calculated on a Daily time.
- Select Period if over-time is based on the Pay-period.
- REGULAR HOURS IN A DAY/PAY-PERIOD
- Enter the regular number of hours included in a Day, or in a
Pay-period as selected for Over-Time Based On.
These hours will be paid at the first regular hourly rate (Type R), as entered earlier in the Employee Hourly Rates window.
When the regular hours are exceeded on the Time clock, the first over-time rate (Type O) is applied.
UPDATE WORK ORDER LABOR- Uncheck this box if this employee's time clock records do not
need to be tracked by Work Order.
Check this box to prompt the operator for a Work Order# when a Time Clock In record is generated when the employee signs into the software and also in Enter Time Clock.
This allows the W.O. to be updated with the time, the Labor Code, the Maintenance Code, and comments, when that time clock record is closed.A window with the WORK ORDER LABOR DETAILS settings can be triggered by clicking on the
icon, as
follows:-
- DEFAULT LABOR CODE
- Enter the default Labor Code to be used for this employee for labor generated on a W.O. by the time clock records, or select it from the drop-down list as setup in Service Codes as type L (Labor).
ALLOW ACCESS TO LABOR CODE- Check this box to allow this operator to over-type and change
this labor code when he completes the time clock record by signing
out of the software or closes the time record in Enter Time Clock.
Uncheck this box to prevent the operator from changing the labor code. The default labor code for the employee is applied.
DEFAULT MAINTENANCE CODE- Enter the default Maintenance Code to be used for this employee on a W.O. tracked by the time clock records, or select one from the drop-down list as setup in Repair/Maintenance Codes.
ALLOW ACCESS TO MAINTENANCE CODE- Check this box to allow this operator to over-type and change
this Maintenance Code when he completes the time clock record by
signing out of the software or closes the time record in Time Clock.
Uncheck this box to prevent the operator from changing the Maintenance Code. The default Maintenance Code for the employee is applied.
DETAILED WORK ORDER COMMENTS- Uncheck this box to require only one line of comments to be
entered on the W.O. labor detail when the time clock record is
closed.
Check this box to allow the operator to window on the comments field and enter multiple Work Order labor detail lines.
WORK ORDER MANDATORY- Uncheck this box if this operator does NOT always have to enter
a Work Order# when he generates a Time Clock In record.
Check this box to require that this employee always enter a Work Order# when a Time Clock In record is generated.
Finished?- Click OK to accept this information and close the window.
-
#PAYS/YEAR- Enter one the number or pay periods per year.
e.g.52 (weekly)
26 (bi-weekly)
24 (semi-monthly)
12 (monthly)
BIRTH DATE- Enter the birth date of this employee.
HIRE DATE- Enter the date when this employee began working for your firm.
TERMINATED- If the employee is still with your firm, leave this field
blank.
Otherwise, enter the date when the employee was terminated, i.e. left your firm.Employees which are terminated will not appear on Employee Listings.
Time Sheet/Clock records cannot be changed or generated for terminated employees.
ALTERNATE COMPANY CODE- Enter the alternate company code if applicable. This is information only.
Finished?- Click OK to accept the Time Clock Settings for the employee.
Finished?- Click ACCEPT to proceed or CANCEL to abort.