Timekeeping

Select managers who can approve or deny employee overtime requests, and to assign reviewer purposes to reviewer lists.

Assign, edit or delete job-related information and assignments, including:

Specify pay codes, work rule profiles, and other information.

Note: If multiple manager roles are enabled, then the profiles for Pay Codes "Edit" Profile, Work Rule Profile, Reports Profile and Labour Category Profile are visible here (with the profiles for the manager's default role), but are controlled in Manager Role-Assignments.

• Pay Codes “Edit” Profile – Identifies the group of pay codes that the manager can edit. Also allows the manager to edit durations.
• Pay Codes “View” Profile – Identifies the group of pay codes that a manager can see, but not edit. Note that the Pay Codes View Profile does not limit the pay codes that a manager can view in a timecard. It limits the view in areas outside of the timecard, such as Data views and reports.
• Work Rule Profile – Identifies the work rules that the manager can select.
• Reports Profile – Identifies the reports that the manager can access.
• Labour Category Profile – Specify the labour category profile. This assignment determines the Labour Category values that may be entered by a manager when initiating Group Edits Changes made to more than one employee record at a time, for example, add or delete a pay code or punch to a group of timecards..
• Currency Display Preference – Assign the currency display preference for the manager. This is how managers can view monetary values of employees (which may be different from how they are paid). The value of Default is the default currency assigned to the system.
• Can Approve Overtime Request – When selected, the manager can approve overtime requests, and his or her name is included on the list of Approvers on the Approvals and Reviewers page.
• Employee Group – Specify the employee group for the manager. An employee group defines the employees that are eligible to work for a manager.
• HyperFind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). Query for Home Employee – Specify a Home Employees HyperFind query that defines additional criteria for the employee group.
• Manager Job Transfer Set – Indicates the jobs to which the manager can transfer.

Create and define roles for managers. You can define up to 10 roles per manager. Managers switch roles from Main menu > Settings > Switch Roles.

Existing managers are assigned the Initial Role by default. This role contains all of the relevant attributes currently assigned to the manager in their person record. You can edit this role. New managers will need to have a role created.

Note: To configure Manager Role-Assignments, you must have the Multiple Manager Roles system setting (global.peopleeditor.multiplemanagerroles.enable) enabled.

FAP requirements

To create a new manager role, certain function access control points must be set to Allowed in the user's function access profile so that they can assign all role attributes. These FACPs are:

• Access Profiles view – Add > Allowed
• (Manager – Common Set-up > People Editor > Employee Group > Access Profiles view)
• Manager Role – General view – Add > Allowed
• (Manager – Common Set-up > People Editor > Timekeeping Group > Manager Role – General view)
• Employee Group Set-up – View > Allowed
• (Manager – System Configuration > Set-up > Employee Group Set-up)

Note: All of these FACPs must be set to Allowed in order to successfully create a new manager role. If any of these are set to Disallowed, then you will not be able to save a new role.

Create or edit a manager role

1. Go to Main menu > Maintenance > People Information.
2. Select the manager you want to create (or edit) a role for.
3. Expand Timekeeping > Manager Role – Assignments.
4. In the table, click Add Row and enter the Name and Description. Name is the text that appears on the Switch Roles menu.
5. Select whether this will be the Default role. The default role is the role that is selected upon login.
6. Note: Take caution when changing the default role as it can affect existing people import integrations. With existing people import integrations, the default role is the role that receives data. If required, integrations can be modified to support multiple manager role imports.
6. Click Assign Role Attributes to select the necessary role attributes. Employee Group, Manager Job Transfer Set, Function Access Profile, and Display Profile are required attributes.
7. Click Save .

• Time Entry Method – Determines how the employee can view and enter time:
  • Hourly View – Employee clocks in by start and stop times.
  • Project View – Employee enters time by total number of hours they worked for the day, along with the labour category and pay code to which the time is charged.
  • Timestamp – Employee uses the timestamp entry method.
  • Timestamp & Hourly View – Employee uses the timestamp and hourly entry methods.
• Note: Display and access to the Clock tile A container that provides navigation or action from its summary view. depends on the time entry method of the employee. If the employee has a time entry method of Timestamp or Timestamp & Hourly View, they can view and add the Clock tile to their home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks.. For employees with a time entry method of Hourly View or Project View, they cannot view the Clock tile on their home page or add the Clock tile to their home page.
• Activity Tracking Status – Tracking status type to specify how employees log time to activities. Activity tracking status types include:
  • Activity Duration Entry – Employee tracks the amount of time worked on an activity rather than entering stop and start times for the activity.
  • Start and Stop – Employees start an activity and either stop the activity or clock off.
  • Start Only – Employees start an activity and remain on that activity until they start another activity or clock-out.
  • Stop Only – Employees are logged on to a system-generated activity when they clock in, and remain on that activity until they stop the activity. When they stop the activity, they specify the actual activity they performed.
  • The system records either the clock-on time or the end time of the first activity event as the start time of the next activity.
• Pay Codes “Edit” Profile – The group of pay codes that the employee can edit.
• Work Rule Profile – The group of work rules that the employee can select.
• Labour Category Profile – Specify the labour category profile. The primary purpose of this assignment is to define the labour category values that are valid for the employee to transfer to in each labour category. If a value is in the validation list assigned to the employee's work location and the value is in the validation list assigned to the profile specified here, then it will be a valid option for the employee to select during a labour category transfer. If a value does not meet both criteria, it will not be an available option.
• If a Labour Category Profile is not specified, then the employee cannot make labour category transfers.
• Labour Category Profile – Manager Additions – In addition to the labour category values that employees can be transferred to from their Labour Category Profile, managers can also transfer employees to the labour category values specified in this labour category profile.
• Approval Method – Select the employee's timecard approval method.
  • Single Approver – Managers with permission to approve the employee's timecard can approve the entire timecard.
  • Job Approval by Location Manager – Enables multiple timecard approvers. In the timecard, managers approve the time worked for the locations and jobs that are within their manager job transfer set.
• Attestation The act of confirming or attesting that something is true. For example, when punching out, users may need to attest that they took their meal breaks. Profile – Specifies the attestation profile. An attestation profile contains one or more attestation assignments (for example, when punching out, employees may need to confirm—or attest—that they took their meal breaks).
• Employee Job Transfer Set – The jobs to which the employee can transfer. Click Create to create a new transfer set, or select a row in the table and click Edit to edit an existing transfer set. This field can be defined without defining Manager Additions.
  • Manager Additions – The jobs identified here are added to the employee job transfer set so that the available jobs a manager can transfer an employee to consist of all the jobs in the employee job transfer set and all the jobs in the manager additions. Manager Additions cannot be defined unless the corresponding Employee Job Transfer Set has been defined. Employees cannot transfer themselves to jobs in the manager additions, they can only transfer to jobs in the employee job transfer set. Create and edit manager additions the same way you would create or edit employee job transfer sets.

  Note: The Employee Job Transfer Set and Manager Additions fields share the same Effective Date.

• Override Wage & Work Rules – Allows you to override the employee's default wage and work rule assignments for specific locations and jobs. For more information, see Override Wage and Work Rules.
• Shift Template A shift that has a name and defined segments and attributes, but no date or assigned employee. Profile – The group of shift templates that can be assigned to the employee.
• Shift Job List – Select a preference for each job, where 10 is the highest. The Schedule Assistant uses these preferences for the Can Cover for Selected Job criterion. If multiple employees can work a particular job, the Schedule Assistant and the Schedule Generator Creates or assigns shifts based on the workload, shift templates or profiles, employee and organizational rules, and engine settings. use the Shift Job List preference to rank employees. As of: is the date on which the preferences are true.

For a particular job, select one or more Scheduling Contexts to associate with that job. Schedule generation strategies, matching rules for procedure sets Sorts employees, matches employees to an open shift, and assigns employees with the best match., open shift A shift that is scheduled for a job, but no employee is assigned to work it. request subtypes Classifications of schedule requests from employees. and self-scheduling request subtypes can be configured to consider only those jobs in the employee's job transfer set that are associated with a specific Scheduling Context.

You can filter the data shown in the table using the filter row above each column header.