What's an Employee Profile?
An Employee profile contains the details and work policies that apply to an individual employee.
When you set up an employee, you'll tell the software the employee's name and choose the company, shift, Pay Class and Department that define the employee. This is also where you assign iButtons to an employee and issue them their four-digit User ID, which allows them to clock in to Vetro clocks without an iButton (if desired).
You'll create your initial Employee Profiles in the Setup Assistant that appears when you first start your TimePilot software. To create profiles later, click the "Setup" tab on the left side of the TimePilot 5 screen, then the "Add Employee" button at the top of the Employee Setup screen that appears.
You can open existing profiles to see or make changes in their settings as well as assign iButtons by double-clicking their name in the Transaction List or the Employee Setup screen
The items below are keyed to the screenshot above.
Here are step-by-step instructions on how to set up an employee:
Enter the employee's name in the box at the top. Entering the last name first ensures that employees' names will appear in alphabetical order on reports. Important: Make sure the box next to "Active" is checked. When this box is checked, the employee is able to use the TimePilot system. If it's not checked, the employee cannot use the system and no transactions will be generated.
TimePilot's Vetro time clock has a screen that displays the employee's name when he or she clocks in. If you have Vetro, enter what you want the screen to display. The entry is limited to 15 characters because that's the width of the screen.
Choose the employee's Location, Company, Shift, Department, Pay Class and Holiday Schedule from the drop-down boxes.
Will this employee clock in with an ID number or an iButton? If your TimePilot time clock doesn't have a keypad, you have no choice: You have to use iButtons. If you have both a keypad and iButton probes on your clock (as Vetro clocks do), you can use either method, or even "mix and match": Have some employees clock in with an ID number and some with iButtons.
The software-only TimePilot PC, available to Cloud-Based system users, has no probes. If you have TimePilot PC, employees by default will clock in with their ID number. If you'd like your TimePilot PC users to also use iButtons, you'll need our optional iButton Reader (shown at right), which plugs into the employee's computer's USB port and provides an iButton probe. iButton Readers are available here.
Here's how to set up each method:
Note: If an employee leaves the company in the middle of a pay period and does not return his or her iButton, you can disable it quickly and easily by deleting the employee's iButton serial number. This will disable the iButton but allow the employee's name to show up on all reports. Once the employee is no longer a part of a pay period, his or her profile can be deleted. Please remember that this will not stop an employee from clocking in if you also allow them to clock in using a four-digit ID number on the keypad. To prevent that, remove the check from the "Active" checkbox on the employee status screen. (See step 1 above).
Will this employee have the Auto Lunch function applied to his or her schedule? If so, make sure there's a check in the checkbox and set the number of minutes that will be subtracted from their time for their lunch break. Note: Auto Lunch also needs to be set up in the Company Tab in TimePilot Central before it can be used.
Most of the information on this screen is optional, but there are several items that might be important to certain organizations.
Fill in as much or as little information on this screen as you wish.
If your company treats employees' birthdays as holidays, make sure you enter a birthdate here so the software knows when the employee should receive that holiday. For more on holidays, click here.
If you enter an hourly wage here, you'll be able to see the employee's total gross pay when you generate some selected reports.
When you're done, click "Save." Repeat the process for each employee.