TimePilot Central: Menus
Setup
The Setup Menu is where you tell the software about your work policies. You'll describe them in the first six items in the Setup Menu (Location through Holiday, then combine the policies to create
Pay Types (the seventh item in the menu). For instance, you could create one Pay Type—which includes hourly pay, overtime at time-and-a-half, vacation pay, and jury duty pay—and call it "Hourly," and create a second Pay Type—including salaried pay, no OT, vacation pay, personal time off pay and jury duty pay—and call it "Salary."
At the end of this process, you'll set up your employees (in Profiles, the last menu item) and assign each employee one of the Pay Types you created.
- Location Setup: This is where you can specify where your clocks are located, to help you identify where employees clocked in or out. When you have more than one location, you'll be able to create reports that include only employees at a particular location. Details...
- Company Setup: Here's where you'll enter your company information, including name, your pay period (weekly, bi-weekly, etc.), whether you want to have rounding applied to your employees, etc. If you have more than one pay period, you can create a second "company" with different settings. Details...
- Shift Setup: This is where you create your employees' shifts. The system uses shift schedules to determine if an employee is early or late. If you don't keep track of that activity, you'll need to set up one shift for the system to operate. Details...
- Department Setup: You'll enter your company's departments here. Later, when you're using the system, you can generate reports grouped by department. Details...
- Overtime Setup: Do you pay overtime to your employees? You can have multiple overtime policies, each with a different set of criteria and payment rates. Details...
- Holiday Setup: You'll set up your company holiday schedule here. You can have more than one schedule. Details...
- Pay Type Setup: This is where you'll set up how your employees will be treated in terms of whether they get overtime, vacation pay, holiday pay, etc. You can have multiple pay types; for instance, one for salaried employees and another for hourly employees. Details...
- Profile Setup: You'll add your employees here. Details...
- Clock Manager: Clock Manager is a small program that shows you the clocks on your system. With it, you can set up new clocks, make adjustments to existing clocks and download data collected by the clocks into the TimePilot database. Details...
- Tap Manager: Tap Manager is the software that handles communication between your PC and the Tap clock(s). It only needs to be running when you want to connect a Tap clock to your PC. Details...