Control de personal

.

Administrator Guide

1

Contents
1 Introduction 2 Getting Started 2.1 Company Information . . 2.2 Branches / Locations . . . 2.3 Pay Period Schedule . . . 2.4 Stations . . . . . . . . . . 2.5 Pay Stub Accounts . . . . 2.6 Pay Stub Account Linking 2.7 Tax / Deductions . . . . . 2.8 Authorization Hierarchy . 3 Policies 3.1 Policy Group . . 3.2 Schedule Policy . 3.3 Rounding Policy 3.4Meal Policy . . . 3.5 Accrual Policy . . 3.6 Overtime Policy . 3.7 Premium Policy . 3.8 Absence Policy . 3.9 Exception Policy 3.10 Holiday Policy . . 4 4 4 4 5 6 8 9 9 11 12 12 13 13 15 16 17 18 20 20 21 22 22 23 23 23 24

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . .. . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . .. . . . . .

. . . . . . . . . .

. . . . . . . . . .

. . . . . . . . . .

4 Adding Employees 4.1 New Hire Defaults . . . . 4.2 Wages . . . . . . . . . . . 4.3 Taxes . . . . . . . . . . . . 4.4 Authorization Hierarchy . 4.5 Carry over Vacation/Taxes

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . ..

. . . . .

. . . . .

2

5 Miscellaneous 5.1 Authorizing Requests . . . . . . . . . . . . . 5.2 Record Of Employment (ROE) (Canada) . . 5.3 Recurring Schedule Templates . . . . . . . . 5.4 Recurring Schedule . . . . . . . . . . . . . . 5.5 Pay Stub (PS) Amendments . . . . . . . . . 5.6 Recurring Pay Stub (PS) Amendments . . . 5.7 End Of Pay Period Procedure . . . . . . . . 5.8 MakingAdjustments to a Closed Pay Period

. . . . . . . .

. . . . . . . .

. . . . . . . .

25 25 25 26 26 27 27 28 28

3

2 GETTING STARTED

1

Introduction

TimeTrex’s primary navigation method is the drop down menu bar along the top of the screen. Therefore, when you see the following line: Menu: Admin → Company → Company Information in this document it is explaining how to find thespecific item in the menu. In the above example it would mean clicking “Admin” in the menu bar along the top, then when the menu drops down, click on “Company” and then finally click on Company Information. The secondary navigation method is the “breadcrumb” bar slightly below the drop down menu. With each page you visit, TimeTrex drops a “breadcrumb” and the breadcrumb bar displays the last 5breadcrumbs that you have dropped. This allows you to very quickly switch back and forth between pages by simply clicking on the page in the breadcrumb bar.

2

Getting Started

The following instructions are intended to aid in configuring TimeTrex for the first time.

2.1

Company Information

Menu: Admin → Company → Company Information This page contains all the information specific to yourcompany, as well as certain company wide settings. It is important that this information be kept up to date at all times, specifically the contacts.

2.2

Branches / Locations

Menu: Admin → Company → Branches Branches are used to determine what location Employees are punching in/out from. TimeTrex requires that at least one branch be added, so if your company only has one branch orlocation, you will need to add that here. If your company has more than one branch or location, you can add them all here. Page: 4 of 29 Copyright c 2007 TimeTrex - http://www.TimeTrex.com

2.3 Pay Period Schedule

2 GETTING STARTED

2.3

Pay Period Schedule

Menu: Admin → Payroll → Pay Period Schedules Pay period schedules are critical to the operation of TimeTrex. They determine when pay...