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Home > Time Advantage Functions > Employee Management > Employee Profile > General
General (Employee Profile)
To set up an Employee the fields with asterisks are mandatory. Complete the following:
- Last Name- Enter the last name of the employee
- MI- Enter the middle initial of the employee
- First Name- Enter the first name of the employee
- Employee ID- Unique ID assigned by the company. In many cases this is the same as the Employee Payroll #
- Employee Payroll #- This is a unique number used in your Payroll software or by your Payroll Service
- Hire Date- Select the hire date from the drop-down calendar
- Probation for Accruals- The number or Probation days (if any) before an employee starts accruing benefit hours
- Birth Date- Select the birth date from the drop-down calendar
- P.I.N- This is the employee PIN or Badge ID for punching In and Out
- Email ID- The employee's email address
- Alt Email ID- Enter a backup Email address if used
- Pass to Payroll- Check if this employee's hours will be transferred to a payroll system
- Payroll Interface- Select the Payroll interface that is assigned to this employee. In Time Advantage you can interface to multiple payroll companies
- Manager- Check if this employee has access to a clock's Manager functions
Continuing with the General page setup:
- Calculation Rule- Select from the drop-down list the Calculation Rule that will be assigned to the employee
- Start Date- Enter the date the Calculation Rule will become effective. When setting up a new employee this will generally be the same as the hire date or prior. When changing to a new Calculation Rule select the date you want the change to take place
- Schedule Template- Select from the drop-down list the Schedule Template (Master Schedule) that will be assigned to the employee. To the right enter the date the Schedule Template will become effective. All employees must have a Schedule Template. If you are assigning Flex or Potential Schedules then assign the employee a Schedule Template with no Stop or Stop times, but include all other information (i.e Shift and Lunch)
- Flex Template- If using Flexible Schedules, select from the drop-down list the Flex Template that will be assigned to the employee. To the right enter the date the Flex Template will become effective
- Potential Template- If using Potential Schedules, select from the drop-down list the Potential Template that will be assigned to the employee. To the right enter the date the Potential Template will become effective
- Home Labor Distribution- For each Labor Distribution category, select the employee's assigned or home center for each from the drop-down boxes
- Click Save when done. You will be automatically directed to the next page of the Employee Profile setup
See also
Availability
User Defined Fields
Rates
Clocks Assigned
Human Resources
Biometric Template
Login Profile
Rule History
Links:
Web Design
Time and Attendance
Biometrics
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