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Refer to companion video tutorial > https://youtu.be/ea63AoJE1oo |
CREATE A SCHEDULE
Open the SCHEDULE form: Settings > Schedules
Add a new schedule by clicking the list of schedules and choosing ADD
Make this schedule number one, call it “Day Shift” and press OK
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TIME PERIODS
Add time periods to a schedule
Method 1: Select the PERIODS tab, right click in the gray area and choose ADD. Use the drop-down menu to choose the day you want. Manually enter in the start time and the end time
Method 2: Left click and drag your mouse to where the time period will end
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For example, I want to add Tuesday through Friday, 8am to 5pm. I didn't drag it all the way over to 5:00 so we left a half hour off. I left click and drag the rest of the way over. Now in the periods I have Tuesday through Saturday. I actually grabbed an extra day, 8:00 through 5:00. To remove Saturday, right click and choose DELETE, or right click, hold and drag, and let go. This removes that time period for each time period we've added. We need to add a numeric link to a shift for this schedule. Here we will start with Monday and go down, so Monday will be shift 1, Tuesday shift 2, and so forth. |
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OVERTIME
Overtime can be calculated by the day, or by each individual shift.
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When we go over 40 for the week … put in 40, then as soon as we get over 40 and we're on the day shift, it will start to calculate those labor time over 40 as overtime. |
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BREAKS
By default, breaks appear on the time clock as “paid break” and “unpaid break.” Breaks can be renamed so they will show up differently, e.g., coffee break, lunch break.
Define when these breaks will occur. Go to the BREAKS tab, right click, and choose ADD.
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For example, we want a break on Monday. Define the lunch break on Monday, 12 pm to 1 pm. Duration is always in minutes, so for an hour use 60 minutes. Now we see a red section showing that a break on Monday. Copy that same break to the rest of the schedule. Right click, choose DUPLICATE, click the dates to which we want to extend this break, and hit OK. |
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ASSIGN EMPLOYEES
Go to an employee record and select the LABOR tab to view the schedule there.
Click on NONE to choose this new schedule. Now we've added this employee to the new Day Shift schedule.
Open the time clock, clock in as this employee and make some time punches.
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USE A SCHEDULE
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now that we're on the schedule so i'm just going to make a couple here okay so over here in the time clock form i can see some information about those time punches we just created i can see what shift they were on so shift three and if we pull up our schedule here again we can see uh shift three today is a wednesday so this is on shift three you can see my shift start time is eight am to five pm and that's the same thing i have here my in my schedule and we can also see that we don't have any extra time here and that's because i clocked in yeah during my schedule i didn't clock in early or late I feel like so what we're going to do is i'm going to go ahead and edit a couple of these punches so let's say that this first punch we came in this morning at 7 50 a.m maybe we clocked out at 10 31 a.m then if i look at my shift here i'm going to see that now i do have an early clock of 10 minutes and i have an extra time of 10 minutes because i clocked in 10 minutes before my scheduled start time okay and then let's say that we made another punch from at 10 31 and then we came back and we worked until the end of the day so let's say we work till 5 31 pm and then we went home okay now if we look we can see that we have we we clocked out 10 minutes 31 minutes late because we're supposed to call out at five and we clocked out at 5 31. so have extra time of 31 minutes and then i'm just going to go ahead and delete this last record |
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EXTRA TIME
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We've told it that we can work eight to five, and we worked more than that, 9 hours 41 minutes. Because we are not allowing extra time, these 41 minutes will be held from the labor record. If we allow extra time for this, it will be added to the labor record. |