Overview
The training materials use a typical interface configuration. Your system may look somewhat different based on your customization.
Overview topics include:
Recommendations for Getting Started
Title | Type | Description |
Locating an Employee | Describes how to use the employee icon or the Locate Employee link in the menu to search for an employee by name or by workgroup name, number, or code. |
Time and Attendance Concepts
Title | Type | Description |
Normal, Scheduled, and Estimated Time Cards | Different views used to review time card information. | |
Using Group Schedules to Facilitate Efficient Scheduling | Group schedules allow for efficient scheduling. | |
Using Year to Date History to Facilitate Performance Evaluations | Employee Year to Date history information makes it easy to review employee attendance behavior. |
Understanding Dashboards and Navigation
Title | Type | Description |
Payroll Manager Dashboard | Dashboard used by payroll managers to review labor allocation and critical employee issues. Presents the pay designation percentage chart, overtime summary, number of employees meeting specific criteria, and so on. | |
Payroll Monitor | View used by payroll managers to review critical employee issues before submitting payroll. | |
Calendar Dashboard | Dashboard used by supervisors to view employees grouped by exception and employee schedules. | |
Schedules This Month | Calendar view of employee schedules. Presents scheduling number, such as the number of schedules, the number of planned absences, or the number of unscheduled absences. | |
Group Schedule | Reviewing employees’ schedules for a specific day is easy using the group schedule. | |
Leave Approval View | View that allows supervisors to approve or deny employees’ leave requests. | |
Pending Leave Requests View | View that displays a graphical representation of the leave requests that are pending, allowing the supervisor to sort by seniority, date requested, and so on. | |
Reviewing Leave Requests | Manage employees’ leave requests. | |
Viewing Employees Running Late or Absent Today | Employees Running Late or Absent Today can be displayed as a gauge on the dashboard. | |
Viewing the Sum of Supervisor or Employee Edits | The number of employees based on the types of supervisor or employee edits can be displayed as a gauge on the dashboard. |