...
 | ||
|---|---|---|
 | 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:
| |
  |   | |
 | When deselected, employees have the option to:
| |
  |   | |
 | 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. Click here to learn more about configuring breaks. Note: in this example, the break is titled ‘COFFEE’. To customize the title of your breaks, see ‘F' and 'G’ below. | |
 |  | |
 | When the ‘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. | |
 |
| |
  | By default, the label that appears on the paid-break button is ‘PAID BREAK’. You can edit the text to display something different, such as ‘COFFEE', as shown in this example. |   |
  | The default label for the unpaid break button is ‘UNPAID BREAK’. You can edit the text in this field to display the label of your choice. In the example to the right, the unpaid-break button label has been edited to read ‘LUNCH’. |   |
...
CREATE A SCHEDULE
Navigate to the Schedules form.
Right-Click in the Schedules panel to pop-up the Add/Delete menu.
Click ‘Add’
Give your schedule a Description and click OK. (Note: you can add an ID number of your choice or allow the system to automatically assign the next available number.)
Configure the schedule with the options outlined above, to fit your organization’s needs.
...
| Note |
|---|
Ensure that each of your periods has a unique ‘Shift’ number 👇 |
...
...
ADDING A NEW TIME PERIOD FROM THE ‘PERIODS’ TAB
Select the Periods tab.
Right-click in the gray area and select ADD. A new record will be created, and it will default to Sunday.
Click in the ‘Day’ column of the row you want to edit, then select your desired day from the dropdown.
Edit the Start time.
Edit the End time.
Add a unique Shift number. (If using the click-and-drag method, the shift number is assigned automatically by the system.
| Note |
|---|
Each shift in a schedule needs to have a numeric link. |
...
Click on the Breaks tab.
Right-click in the Breaks panel to open the pop-up context menu.
Select ‘Add’.
Edit the Description - Optional - (i.e., AM Break, PM Break, Lunch, etc.)
Select the appropriate Day from the dropdown.
Enter the Start time.
Enter the Duration (in minutes)
Automatic? - Select whether the system should automatically create a punch.
Paid? - Check the ‘Paid’ checkbox if this is a paid break.
Repeat steps 2-9 two more times, so there are three configured records for Monday.
They may look something like this:
Select ALL rows you want to duplicate (for this example, all three Monday rows will be duplicated)
Right-Click to open the pop-up context menu.
Select Duplicate.
Select the days you want to duplicate to (for this example: Tue, Wed, Thu, and Fri)
Click ‘OK’.
| Info |
|---|
Break Duration is measured in minutes. |
...
You can view just the employees assigned to a selected schedule by using the radio button
‘Selected Schedule’, or all employees by selecting the ‘All Employees’ radio button.Click the ‘Schedule’ link on any employee record to open the pop-up schedule list.
Select the appropriate schedule for the employee.
You can also assign an employee to a schedule from the Labor tab in the Employee form.
...