Select
“Do not use a default template for this employee,” and click on the [NEXT]
icon. The “Overtime Policies” screen opens.
Put
a check mark in the box next to each Overtime
Policy that you would like to assign to this employee.
Click
on the [NEXT] icon to continue. The “Pay Period and Departments” screen
opens.
Select
the Pay Period that you would
like to assign to this employee from the drop-down menu.
Select
the Default Department Level that
you would like this employee to be assigned to. With a default department
specified, all of the employee’s punches will be assigned to the specified
department level unless the employee punches into a department at the
time clock.
Click
on the [NEXT] icon to continue. The “Rounding and Premium Pay” screen
opens.
Put
a check mark in the box next to each
Rounding Policy and Premium Pay
Code that you would like to assign to this employee.
Click
on the [NEXT] icon to continue the setup. The "Accruals” screen opens.
To
create new accrual policies, click on the [ADD NEW ACCRUAL POLICY] icon.
See Accrual Policies for detailed instructions
on creating accrual policies.
To
assign existing accrual policies to this employee, click on the [ADD ACCRUAL]
icon located to the right of the Accrual
Balances header.
Select
the accrual that you would like to assign to this employee from the Select Accrual Policy drop-down menu.
The Balance as of field is used to insert
the date of the last time when accruals were updated. This date is automatically
updated each time accruals are processed for this employee.
The
Un-Awarded field shows the number
of hours that have accrued since the last time accruals were awarded.
This setting is only used if you have specified within the accrual policy
to only award hours after a specific number of hours has accrued.
The
Awarded YTD field displays the
number of hours that have been awarded since the beginning of the year.
Any hours taken will be deducted from the Awarded hours totals. If the
employee does not have available awarded hours, banked hours will be used.
Bank Amount is the number of hours that
have been rolled-over from previous years. Banked hours will only be used
if there are no available awarded hours.
Click
on the [ADD ACCRUAL] icon to assign this accruals record to the employee.
Assign
as many accrual policies to this employee as desired, and click on the
[NEXT] icon to continue. The "Holiday List” screen opens.
Select
the Holiday List that you would
like to assign to this employee, or select “No Holiday List.”
Enter
the number of Absence Hours. This
is the number of hours that will be automatically generated for the employee
on days specified within the holiday list as paid days off.
Click
on the [NEXT] icon to continue. The “Minimum Hours Policy” screen opens.
Put
a check mark in the box next to each Minimum
Hours Policy that you would like associated with this employee
and click on the [NEXT] icon. The “Meal Breaks” screen opens.
Select
the Meal Break Policy that you
would like to be associated with this employee, or select “No Meal.”
Click on the [FINISH/SAVE]
icon to add the Employee Profile.