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GETTING FAMILAR WITH THE SCHEDULING FORM’S COMPONENTS
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1 - Schedules
When adding new employees to your organization, they will automatically be assigned to your ‘Default’ schedule. So, in this example, a new employee will be assigned to the ‘Shop Day Schedule’. If this option is selected after employees have already been added, you’ll want to update employee shifts in the 'Employee' tab in area #2 shown on Figure-1. It is highly recommended that you select the most commonly used shift as your default. It’s better to have a new employee assigned to the wrong shift, than not have them assigned to a shift at all. | ||
This setting will determine if the employee gets paid for any time recorded before his/her schedule begins, and/or after his/her schedule ends. Regardless, the actual time is captured on the punch. So, the question here is: When an employee assigned to a shift that starts at 7:00 AM clocks-in at 6:45 AM, does your organization pay that employee for the extra 15 minutes outside of his/her shift? If the answer is “Yes”, then you want to check the ‘Allow Extra Time’ checkbox. | ||
When an employee at your organization clocks-in at the beginning of his/her shift, is it known the moment they’re clocking-in what Project, Phase (aka: Work Order, Job), or Task they need to be clocking into? When selected, employees have the option to:
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When deselected, employees have the option to:
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If your organization provides paid breaks, selecting this option will display buttons in the application allowing employees to clock-in to the break. However, many organizations setup breaks to record a clock-in/clock-out at a set time automatically. Learn more about configuring breaks here. Note: in this example, the break is titled ‘COFFEE’. To customize the title of your breaks, see ‘F' and 'G’ below. | ||
When ‘Unpaid Break' option is selected, a button will display in the application allowing the employee to record a clock-in to the unpaid break (’LUNCH' in this example), and an ‘END BREAK’ button to clock-out of the unpaid break. | ||
SCHEDULE CONFIGURATIONS
GRAPHIC TIME LINE
CREATE A SCHEDULE
Open the SCHEDULE form: Settings → Schedules
Add a new schedule by clicking the list of schedules and choosing ADD
Give this schedule a number and a Description and click OK
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TIME PERIODS
There are two methods for adding time periods to a schedule.
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ASSIGN EMPLOYEES TO A SCHEDULE
Go to an employee record and select the LABOR tab
Assign a Schedule to the employee by left clicking the blue link and selecting a schedule
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LINK TO VIDEO: https://youtu.be/ea63AoJE1oo