#1 - Product Menu

HR ---- System Security

• System Users - When you want to add another Admin User
• Employee Portal - To view employees that have portal invites pending
• Bulk Invite Users - To send invites

Time Tracking - 

• Scheduler - To add schedules
• Timesheet Weekly - To view your timesheets

Time Off

• Time Off Policies
• Time Off Requests
• Time Taken and Balances

#2 - Scheduler (Time Tracking)

Create schedules

Navigate to the employees name > Click on the plus sign to open Add Scheduling > Select maximum weeks (4 weeks) > Select the days > Save or Publish (to send the schedule to the employee).

#3 - Timesheet - Weekly

View Timecards

Search Employee name > Select Employee > Select the Day > Add Time (Time Entry or Duration) > Action > Save

• Time Entry 
  • Enter in Punch
  • Click Add Entry to enter out punch
  • Add
• Duration
  • Enter total hours
  • Add

#4 - Global Settings

Main settings menu.......

#5- Rounding

How to add a Rounding rule that rounds employee time records forward or backward. 

To add a Rounding Rule, please follow the instructions below. 

1. Click to open the Global Settings. 

2. Click Time and Attendance to expand the options and select Rounding.

Configuration 

1. Select an Assignment Scope. 

• Company – Applies to the whole company. 

• Group – Applies to a group of employees such as a particular location or department. 

• Employee – Select one or more employees for individual application. 

2. Select or create a rule name. 

3. Enter a Rule Effective Date (When should this rule go into effect?).

Example: An employee is scheduled from 8:00 am to 5:00pm, and the “Clocking In Early (Minutes) Schedule Shift rule is enabled for 10 minutes. If the employee clocks in at 7:51 am, the Punch will round to 8:00 am. If the employee clocks in at 7:45 am, the punch will remain at 7:45 am. The same logic can be applied to the other three options.