Difference between revisions of "Client Set-Up Guide"
(→First Time Users) |
(→Preferences) |
||
| Line 6: | Line 6: | ||
=== Preferences === | === Preferences === | ||
| − | + | Below you will find a list of all the Preferences available to you. Now depending on which licensing option you have signed up with will determine if you see certain sections or not. | |
| + | |||
| + | ==== General Account Info ==== | ||
| + | The General Account Information page allows you to set up and define certain types of information unique to your business or organization. Information like contact information (first and last name, e-mail address, phone number, etc...), login settings and branding can be found in this area. | ||
| + | |||
| + | ==== Time Tracking Settings ==== | ||
| + | This is where you can define settings related to your time tracking needs. Settings such as flagging time entries, authorizing terminals for time tracking, physical time clock settings, etc. | ||
| + | |||
| + | ==== Holidays/Events ==== | ||
| + | The Holiday/Events section of the site allows you to define certain dates that may require certain actions when it comes to scheduling and time tracking. Perhaps your business is closed during certain dates. This section will allow you to define what dates your business is closed and will therefore not include them when creating a schedule. It also allows you to define if your personnel should be paid holiday hours on certain dates. | ||
| + | |||
| + | Another common use for this section would be to define certain dates your personnel may not request off helping to eliminate any potential unfairness. | ||
| + | |||
| + | The dates you specify may either repeat on the exact date each year or you can define one-time only event. These are event that will only occur one time ever such as company parties, BBQ's, etc. Either way, you have the availability to define as many dates as you like. | ||
| + | |||
| + | ==== Day Off Accrual Rules ==== | ||
| + | This is where you can define the different accrual rules your company recognizes. | ||
| + | |||
| + | ==== Pay Groups ==== | ||
| + | This is where you define rules that relate to information critical to calculating overtime. This includes settings such as workweeks, overtime rules, when your work day starts, etc. | ||
| + | |||
| + | ==== Rounding Rules ==== | ||
| + | If you need your time punches to be rounded, this is where you would define the rules for that rounding. Keep in mind it isn't generally considered good practice to use rounding. Be sure that if you implement rounding, it is done fairly and equally. Otherwise the fines issued by the Department of Labor due to unfair rounding practices can be very severe. Being said, you have the option to define as many rounding rules as you need. | ||
Revision as of 13:41, 8 March 2012
Contents
Getting Started
Welcome to TimeMD! No doubt your here because you might be feeling a bit overwhelmed and not sure what to do next with your new time tracking software. Rest assured, we're here to help. In this section you should find everything you need to know to make the transition as painless as possible.
First Time Users
If you're logging into your account for the first time or haven't yet completed the set-up process, you should have been taken to the "Preferences" screen. On this screen you'll find access to both the required sections for set-up as well as the optional sections. The required sections are listed on the left hand side while the optional sections have been listed on the right. The difference between the two is that your account will not be considered ready for use until all the required sections have been completed.
Preferences
Below you will find a list of all the Preferences available to you. Now depending on which licensing option you have signed up with will determine if you see certain sections or not.
General Account Info
The General Account Information page allows you to set up and define certain types of information unique to your business or organization. Information like contact information (first and last name, e-mail address, phone number, etc...), login settings and branding can be found in this area.
Time Tracking Settings
This is where you can define settings related to your time tracking needs. Settings such as flagging time entries, authorizing terminals for time tracking, physical time clock settings, etc.
Holidays/Events
The Holiday/Events section of the site allows you to define certain dates that may require certain actions when it comes to scheduling and time tracking. Perhaps your business is closed during certain dates. This section will allow you to define what dates your business is closed and will therefore not include them when creating a schedule. It also allows you to define if your personnel should be paid holiday hours on certain dates.
Another common use for this section would be to define certain dates your personnel may not request off helping to eliminate any potential unfairness.
The dates you specify may either repeat on the exact date each year or you can define one-time only event. These are event that will only occur one time ever such as company parties, BBQ's, etc. Either way, you have the availability to define as many dates as you like.
Day Off Accrual Rules
This is where you can define the different accrual rules your company recognizes.
Pay Groups
This is where you define rules that relate to information critical to calculating overtime. This includes settings such as workweeks, overtime rules, when your work day starts, etc.
Rounding Rules
If you need your time punches to be rounded, this is where you would define the rules for that rounding. Keep in mind it isn't generally considered good practice to use rounding. Be sure that if you implement rounding, it is done fairly and equally. Otherwise the fines issued by the Department of Labor due to unfair rounding practices can be very severe. Being said, you have the option to define as many rounding rules as you need.
