Edit Employee Sites & Departments
Overview
Learn how to add or remove an employee's site, department, and assignment details in
.Before You Begin
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Employees must always be assigned to at least one department in
. You will not be able to remove a department if it is the only one to which an employee is assigned.You may have to perform a Long Update or Force Initialize on your time clock before the employee is recognized after entering a PIN.
Steps
- Click Maintenance > Employee Setup for an existing employee.
- Open the Employee drop down menu and choose an employee.
Add Departments
- Select the Sites/Depts tab.
- Select Add Department.
- In the Available Departments window, select the correct departments to which you want to assign the employee.
- After you select departments, you may be required to make a selection regarding clock assignment:
- Add to all clocks employee is assigned to - Will add the employee to any clock where the assigned departments are active. (If you select this option, you will proceed directly to entering assignment details and bypass clock assignment. )
- Add to all active clocks in the group - Adds the employee to all available clocks in the group. (If you select this option, you will proceed directly to entering assignment details and bypass clock assignment. )
- Manually assign clocks - Allows you to manually select the clock sites to be assigned to the employee.
- Click Submit to save.
If your view does not include any clock assignment options, the employee will be able to record time on all clocks in the group.
Remove Sites & Departments
- Select the Sites/Depts tab.
-
Click Submit if you are ready to remove any sites or departments you've selected.
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Depending on your configuration, you may not be able to edit individual clock site details for employees.
Assign a Clock Site
- Click Add Clock to assign clock sites.
- Select the clocks you want to assign to the employee using the check-boxes on the right of the screen.
- Click Submit to save the clock sites.
Enter Assignment Details
- After assigning departments and clock sites, you may enter assignment details. We recommend entering the following details for each department:
Pay Rate: The hourly rate at which the employee is paid for work.Bill Rate: The hourly rate at which the client is billed for the work performed by the employee.Assignment No: The assignment number associated with the department. We recommend entering a unique assignment number for each employee and assignment. Please avoid reusing assignment numbers.Assignment Start: Indicates the date at which the employee started working the assignment.
- Click Submit to save.