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Paychex, Inc.
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Paychex Time and Labor Online User's Guide
Introduction
System Requirements ......................................................................................................... 1
About This Manual .............................................................................................................. 1
Disclaimer ........................................................................................................................... 1
How This Guide Is Organized ............................................................................................. 2
Definitions and Symbols ..................................................................................................... 2
Term and Symbol Definitions .............................................................................................. 3
Paychex Time and Labor Online Interface ......................................................................... 4
Tabs and Submenus ........................................................................................................... 4
Employee Home Page Tab ................................................................................................. 5
Admin Tab ........................................................................................................................... 6
The Submenu .............................................................................................................. 7
Status Board Tab ................................................................................................................ 8
Sections and Subsections ................................................................................................... 8
The Personal Settings Icon ................................................................................................. 9
Maximize, Minimize, and Hide Sections...................................................................... 9
Security ............................................................................................................................. 10
Enter Dates, Times, and Numbers in Paychex Time and Labor Online ........................... 11
Navigate To Commonly Used Pages ................................................................................ 11
Paychex Time and Labor Online Support ......................................................................... 11
Introduction
Paychex Time and Labor Online is a 100 percent Web-based application that offers a fast, easy
method of automating employee time and labor management processes. Available anytime and
anywhere, all you need to use Paychex Time and Labor Online is an Internet connection and a Web
browser. With this application:
Administrators can:
Employees can:
System Requirements
Paychex Time and Labor Online requires an Internet browser that can access secure Web sites.
Disclaimer
Paychex strives to keep this guide up-to-date. However, because Paychex Time and Labor Online is
a Web-based application and can be automatically updated through the Internet, you may experience
brief periods during which the information contained in this guide does not coincide exactly with the
latest version of the application.
Introduction
This section introduces the Paychex Time and Labor Online application and this guide. It also
includes technical support information.
Getting Started
This section describes the process of getting started with Paychex Time and Labor Online
including a recommended procedure for implementing the application.
Note: When possible, standard computer industry terminology and conventions are used.
• Employee Home tab displays as the employee's name and links to a personalized home page
where the employee can perform all user access functions.
• Admin Home tab links to a central location where an administrator can perform all the
administrative functions granted to them.
• Status Board links to a page listing all employees and displays their current work status.
This application displays different combinations of these three tabs, depending upon the security
rights of the person logged on.
Example: An employee with only user-level access does not have access to display the Admin
tab.
The following chart describes the combinations and functions of the three tabs.
Admin Tab
The Admin tab displays the Admin Home page with important system and employee data. It also
contains links to all administrative functions with Paychex Time and Labor Online. From the Admin
Home page, depending on your security, you can manage employees, link to configuration screens,
and generally administer your company’s account.
The Submenu
The submenu displays on the navigation bar directly below the Admin tab and contains links to
features administrators use to manage Paychex Time and Labor Online. It is only visible when the
administrator or an employee with administrator rights is logged on. To access a page shown on the
submenu, click the link. The following table provides a map to the links on the Submenu.
Link Description
Home Links to the Admin Home page.
Reports Links to the Reports page, which provides access to all the
reports available in Paychex Time and Labor Online and
where you can schedule report generation for your company.
Assign Labor Levels Links to the Labor Levels page where you manage your
company’s structure and jobs.
Schedules Links to the Schedules page where you can create new
schedule templates, assign templates to employees, and
generate schedules.
Message Center Links to the Message Center page that displays all messages
that you have sent.
State Description
Maximize In the maximized state, a section’s label and its content are
visible. We recommend this state for sections you use
frequently because it gives you the fastest possible access
to a section’s contents and actions.
Note: If you have hidden a section to recover, you must access the Personal Settings
page and change the state from hidden to either maximized or minimized.
Additionally, the Personal Settings Page allows you to adjust how you view the
Employee Summary Fields on the Admin Home page.
Security
Paychex Time and Labor Online offers three levels of security: Full Administrative, Partial
Administrative, and User Only access.
Note: Security is assigned to an employee on the Add Employee or Edit Employee page.
• Full Administrative access grants full rights to all parts of Paychex Time and Labor Online and to
your company’s information. This level of security is appropriate for company wide
administrators, managers, and anyone else who needs unrestricted access to your account.
• Partial Administrative access grants permission to view only the employees in selected
employee groups and allows access to selected parts of the application. This level of security is
appropriate for department managers and supervisors who need to view and edit time sheets.
• User Only access grants rights to specific areas of the program and only to the user's employee
information. Employees with User Only access can:
• View messages.
Dates can be entered with either dashes or slashes as separators. For example, 7/13/01, 7/13/2001,
7-13-01, 7-13-2001.
Times can be entered in a 12-hour format, typing a.m. and p.m. to indicate time of day, or in a 24-
hour format. For times at the top of the hour, do not type the colon and 00. The a.m. and p.m. can be
abbreviated to a and p. Spacing does not matter. For example, 8:15 am, 8:15a, 8a, 9:27p.m., 13:00.
Numbers can be entered in a variety of formats, but you only need to enter the number. A decimal is
only necessary when you enter numbers other than zero after the decimal. For example, 5.76.
When entering currency, do not include the dollar $ sign. Paychex Time and Labor Online
automatically formats fields with dollar amount entries to display as currency after you submit the
changes. For example, 100, 100.00, 100.45, 5.6
Log On
You must log on to Paychex Time and Labor Online to access your company’s account. Paychex
Time and Labor Online verifies your access rights and displays the appropriate page based on your
security permissions.
Field Description
Client ID Type your company’s client ID. This is your branch and client ID
with no dashes or spaces. For example, if your branch/client ID
is 0444-d505, type 0444d505 in the field.
Login ID Type your personal Paychex Time and Labor Online login ID.
Password Type your personal Paychex Time and Labor Online password.
Note: When you login for the first time, you must change your password.
3. Click Login.
Log Out
All Paychex Time and Labor Online page headings display a icon.
From the top, right corner of any page, click . You return to the Paychex Time
and Labor Online Login page.
Notes: You can manually add employees individually at any time, or you can use Paychex Time
and Labor Online’s custom importing feature that allows you to use your payroll or HR
software to extract employee information for Paychex Time and Labor Online.
• Fields can be delimited with any character. You tell Paychex Time and Labor Online the field
delimiter character during the import process.
• Fields can have surrounding characters. You tell Paychex Time and Labor Online the field
surrounding character during the import process.
• The import file must include the three required fields specified below, in the order shown:
2. First Name
3. Last Name
Paychex Time and Labor Online imports data by position. You can select not to import all the fields,
but the fields that you import must be in the order specified in the table “Fields allowed for import”.
For example, Last Name must come before SSN, even if Middle Name does not import.
City Alphanumeric No
State Alphanumeric No
Zip Alphanumeric No
Phone 1 Alphanumeric No
Phone 2 Alphanumeric No
E-mail Alphanumeric No
Import Employees
To successfully import employee records:
1. Select the fields into which Paychex Time and Labor Online should import your data.
• Paychex Time and Labor Online imports data by position. The first field in your data file
imports to the first field chosen, the second field to the second, and so on.
• You must verify the position of the data in your file matches the order of the fields selected
in this step.
Example:
3. Select the fields to import to by checking the box next to field name on the Import Employee
Page.
4. Before going to the next section, verify that your import file formats correctly. Verify that:
• Your data file is in the correct file format as the example in step 2.
• The fields in the data file are in the same order as the fields selected on the Import
Employee page.
Settings Description
Fields are separated with: Type the text delimiter character used in your import file.
Fields are surrounded Type the characters, if any, that surround fields in your import file.
with: Leave this field blank if there are no surrounding characters.
Start import from line: Type the starting line for your import file. The default for this
setting is 1.
Use Default Settings Select this option to use the existing default settings for import.
Retain Current Settings Select this option to save and retain the selected employee
as Default import/additional settings.
1. Click Browse.
3. Click Open.
• The Error: Required Fields Missing screen displays. This screen lists employees
with missing information that needs to be corrected before the file can be successfully
imported. The approximate time to import displays below the Preview page.
• The Error: Duplicate Login IDs Exist screen displays. This screen lists employees
with duplicate employee login IDs that need to be corrected before the file can be
successfully imported. The approximate time to import displays below the Preview
page.
6. If you need to make changes, click the Back button of your browser to return to the previous
screen, then modify the import settings or the data file.
7. If you do not need to make changes, click Import to begin. A confirmation page displays
when the import is complete.
The Configuration page contains three sections with links to all screens in Paychex Time and Labor
Online to help you configure your company’s account. This chapter is organized in the order the
Configuration page displays, from left to right and top to bottom. This is not necessarily the order that
must be followed when configuring the system.
Refer to the recommended steps for configuring Paychex Time and Labor Online for additional
information on a standard implementation process.
System Configurations
General Configuration
Access Admin | Configuration | System | General Configuration
The General Configuration page allows you to define the basic settings for your company’s
application. The information entered is used for reporting, scheduling benefits accruals, and
exporting.
Company Type your company’s name, address, and phone number. Use this
Information information primarily in printing reports.
Labor Level Define how you refer to labor levels. You can call them
Settings departments, business units, or any label your company uses to
define the overall structure of labor divisions.
Benefit The settings for benefit accruals define the automatic summation of
Accrual benefit time. For example, vacation, sick, and personal.
Settings
Paychex Time and Labor Online calculates available benefits yearly
and resets once a year. The accrual reset date is the date when the
benefits start over.
2. When all entries are complete, click Apply Changes to save the changes.
Payroll Policies
Access Admin | Configuration | System | Payroll Policies
Click Payroll Policies to display the Payroll Policies page and manage the payroll policies
for your company. Paychex Time and Labor Online uses payroll policies to store and apply
the rules governing attendance, lunches and breaks, overtime, pay periods, etc. An
organization can have more than one set of rules, so Paychex Time and Labor Online allows
you to create many policy templates. You can then assign employees to the appropriate
payroll policy.
Payroll policies play a vital role in time management and you must assign every employee
to a payroll policy. You must create at least one payroll policy. Paychex Time and Labor
Online include a predefined payroll policy entitled Default Payroll Policy that you can rename
and redefine. You can create additional policies later as well.
The Selected Policy section indicates the currently selected payroll policy. Select a
payroll policy by clicking its link in the List of Policies section. The Selected Policy
section contains the following items:
Setting Description
Add Click Add to add a new payroll policy.
Delete Click Delete to delete the selected policy.
Policy Name Click Policy Name from the List of Policies to display
the name of the currently selected policy.
Members Click Members to displays a list of employees
assigned to the currently selected policy.
Include Click Include Inactive to list inactive employees
Inactive assigned to the selected policy.
The List of Policies section displays all the payroll policies available in your company’s
application. The currently selected policy displays in black text in the list and also in the
Selected Policy section at the top of the page.
Click the link for the payroll policy to edit in the Payroll Policy list. The selected payroll
policy displays in the Selected Payroll Policy section.
1. In the Selected Policy section, click Add. The Add Payroll Policy page
displays.
3. Select the existing payroll policy to copy as the foundation for this new policy.
4. Click Add Policy to complete the entry. The Payroll Policies page displays with
the new policy selected.
1. Verify the policy that displays in the Selected Policy section is the one to edit. If
it is not the correct policy, select the policy from the List of Policies section.
2. Click the link for the section of the policy you want to edit.
1. Verify the policy that displays in the Selected Policy section is the one to delete.
If it is not the correct policy, select the policy from the List of Policies section.
2. In the Selected Policy section, click Delete. The Confirmation page displays.
3. Click Yes to complete the deletion or click No to cancel and return to the Payroll
Policies page.
Note: A payroll policy with employees assigned cannot be deleted. You must
first assign the employee to another payroll policy before you can delete
the selected payroll policy.
Payroll Policies contain several different categories of information. Companies can have
several payroll policies. The following sections describe these categories and their
settings.
Notes: • You must click Apply Changes after modifying each section. This
automatically takes you to the next section.
• When you edit payroll policies, expand the sections to edit by clicking the
link for the section.
Payroll Policy
Paychex Time and Labor Online has a predefined payroll policy titled Default
Payroll Policy. You can rename and redefine this policy. You can also create
additional policies later. The first time you visit this page, the predefined payroll
policy is selected by default.
1. Type a new name for the payroll policy in the Policy Name field.
Select a day in this section to determine when your workweek begins. It also affects
when overtime resets on a weekly basis.
Pay Periods
These settings define the pay periods for Paychex Time and Labor Online. Paychex
Time and Labor Online uses these values when scheduling, displaying cost estimates,
or filtering reports.
1. Select the appropriate settings to keep track of pay periods for your company:
Setting Description
Weekly Sets a one week pay period.
Every Two Weeks Sets a bi-weekly pay period.
(odd):
Every Two Weeks Sets a bi-weekly pay period.
(even):
Semi-Monthly Sets a twice a month pay period. Use the
drop-down arrow to select the dates the
employees are paid.
Monthly Sets a once a month pay period. Use the
drop-down arrow to select the date on which
employees are paid.
2. Click Apply Changes to complete the entry and save the changes.
Attendance Exceptions
Use the Attendance Exceptions settings to set the guidelines for flagging deviations from
an employee’s schedule. You must generate schedules for these settings to be
effective.
1. The In settings apply only to clock-in times and the Out settings apply only to
clock-out times. Select the settings as appropriate:
2. The next option applies to both clock-in and clock-out times. Select the setting
as appropriate:
3. Click Apply Changes to complete the entry and save the changes.
Round to Schedule
The Round to Schedule setting tells Paychex Time and Labor Online how to round
clock in or out times to the employee’s scheduled time, if the entry falls within a
specified timeframe. This setting helps control unauthorized overtime.
Note: These settings are not compatible with the Attendance Exception
settings. If you plan to use Attendance Exceptions, you must set the
values in these fields to 0.
1. The IN settings apply only to clock in times. Enter the settings as appropriate:
2. The OUT settings only refer to clock-out times. Enter the settings as
appropriate:
3. Click Apply Changes to complete the entry and save the changes.
Standard Rounding
The Standard Rounding settings control how rounding applies for times that are
outside the Round to Schedule Times. If the Round to Schedule Times are not
set, these settings apply for all clock in or out times.
1. The IN settings apply only to clock-in times and the OUT settings apply only to
clock-out times. Enter the settings as appropriate:
2. Click Apply Changes to complete the entry and save the changes
Overtime
In the Overtime screen, overtime factors and how employees qualify for overtime
are specified.
Setting Description
Apply Overtime Select where to apply overtime.
Overtime Factors Select the overtime factor.
Weekly Overtime Pay OT1 or OT2: Select this option to indicate
employees paid overtime for working more than a
certain number of hours on unscheduled days.
2. Click Apply Changes to complete the entry and save the changes.
Advanced Overtime
The Advanced Overtime settings allow you to set additional overtime parameters.
• Enable Sixth Day Overtime: Select this option if, on the sixth
consecutive day worked, employees are paid overtime for regular
hours and double overtime for anything in addition to regular.
2. Click Apply Changes to complete the entry and save the changes.
• Pay Type: Type to use for the holiday entry. This typically is Holiday.
• Apply the Holiday on the Next Day: If the employee’s holiday are
recognized on the day after the date entered in the holiday list.
• Worked holiday:
• Holiday Daily Overtime: These settings define how hours are paid.
Note: Daily overtime rules override both standard daily overtime and
unscheduled daily overtime settings.
2. Click Apply Changes to complete the entry and save the changes.
Lunch
The Lunch settings control how Paychex Time and Labor Online collects and
calculates lunch times.
• Lunch Type: These settings define how Paychex Time and Labor Online
collects lunch times.
• Lunch is not allowed: Select this option if employees are not allowed to
clock in and out for lunch.
• Add Detail: These settings define how Paychex Time and Labor Online
calculates lunch. These settings do not apply if the Lunch is not allowed
option is selected.
• Click Add Detail to add specific details to the meal penalty. The
Add Meal Penalty Detail screen displays.
• Select Actual or Rounded from the Apply meal penalty rules toward
punch times drop-down menu to determine how punch times
calculate the hours worked. Valid options are Actual or Rounded.
2. Click Apply Changes to complete the entry and save the changes.
Lunch Rounding
The Lunch Rounding settings control how Paychex Time and Labor Online
rounds lunch times.
• IN: These settings define how Paychex Time and Labor Online rounds
the IN from lunch punch.
• OUT: These settings define how Paychex Time and Labor Online rounds
the OUT for lunch punch.
2. Click Apply Changes to complete the entry and save the changes.
Breaks
The Breaks settings control how Paychex Time and Labor Online collects and
calculates break times.
• Break Type: These settings define how Paychex Time and Labor Online
collects break times.
• Break is not allowed: Select this option if employees are not allowed to
clock in and out for breaks.
• Add Detail
• States have varying wage, hour laws, and regulations that may
affect time and attendance requirements regarding rest periods.
2. Click Apply Changes to complete the entry and save the changes.
The Break Rounding settings define how Paychex Time and Labor Online distributes
paid lunch and break charges.
Click Apply Changes to complete the entry and save the changes.
Employee Settings
The Employee Settings section defines parameters for automatic clock-out, yearly
hours, and restrictions to schedule.
Automatic Clock Out: Select this option to have Paychex Time and
Labor Online generate the missing clock out when the employee fails to
clock out.
Missing Punch Out Minutes: Type the number of minutes that must
pass, from the clock-in time, before the missing punch automatically
enters.
Note: The employee does not get paid for this time until a
supervisor edits the shift.
Work Year: These settings define how many hours are in a work year.
Note: Any timesheet entry for employees using this feature is deleted and
replaced by the entries generated from the assigned schedules.
3. If your employees submit timesheets, you need to select the format for them to
submit their timesheet.
• Action Options: Selects Transfer option for employees to use the Default
labor levels or the Employee’s Scheduled labor levels.
4. Click Apply Changes to complete the entry and save the changes.
You must select how your employees’ time displays on their timesheets after they
clock in.
• The Time of Day Change field determines when the start of a new day begins
for time reporting purposes. Default time is 12:00 AM.
• Check Activate Split Shifts at Time of Day Change to activate split shifts are
the same time. This automatically adds a Clock Out and an immediate Clock In
at the specified time of day change.
You must also set how many minutes to use to reject duplicate or opposing punches.
Duplicate or opposing punches such as In and In or In and Out are suppressed.
The State Specific Options determines if wages and hours include additional
payments based on duration or type of work shift. For example, some states may
require minimum wage for every hour worked, plus an additional hour at minimum
wage, when the employee’s work day exceeds 10 hours.
Check Enable Spread of Hours Pay if your state requires spread of hours pay.
Enter the minutes (between 0 and 1440) that exceed the duration of the work day
and the pay adjustment amount (between 0 and 999999).
Check Enable Split Shift Interruption Pay if your state requires employers to adjust
pay when the employee’s shift is interrupted.
Enter a positive dollar amount for the pay adjustment between 0 and 999999.
The Comp Time Configuration setting determines how to pay out comp time for hours
worked instead of OT hours for employees assigned to certain payroll policies.
2. If you would like users to change their own comp time selection, select Allow
users to change comp time selection from the Employee Tab.
• Accruing
• Posting
• Default
4. If you want to accrue comp time by a factor, denote that factor in the Accruing
Comp Time Pay Type drop-down menu.
5. If OT2 hours accrue comp time, select OT2 hours accrue to comp time by a
factor of XX and type the factor that applies.
6. Click Apply Changes to complete the entry and save the changes.
Meal Allowances allow Paychex Time and Labor Online to grant meal allowances
based on assigned settings.
2. Select the applicable option from the Pay adjustment to post drop-down
menu.
3. In the Amount of Meal Allowances field, type the maximum amount of meal
allowance allowed in dollars and cents.
4. In the Employee may not have more than XX meals per week field, type the
number of allowances allowed per week.
• Time Qualified: Add rule; must work over HH:MM am for at least XX
hours.
6. Click Apply Changes to complete the entry and save the changes.
Enabling the Call Back Configuration feature, allows one of two options for
employees who get called back to get paid for that call back. This feature works only
via the web login. The employee has the option in the Actions drop-down menu to
select the Call Back Action.
1. Use Create Time to assign the employee called back minimum time duration
for the call back. Type in the duration received along with the paid time rate. If
you select the Create Time option, the Call Back action acts like a clock in, but
allows a guaranteed minimum assigned duration. When the shift has ended, the
user simply clocks out.
3. Click Apply Changes to complete the entry and save the changes.
Pay Types
Click Pay Types to display the Pay Types page and manage the pay types and identify the
kinds of time employees spend for your company. For example, in addition to tracking work,
you might want to track time spent in training, on jury duty, travel, bereavement leave, etc.
Paychex Time and Labor Online supports an unlimited number of pay types. Seven pay types
are built into the application:
• Work
• Vacation
• Sick
• Personal
• Holiday
• Break
• Lunch
You cannot delete these types, but you can rename them. Vacation, sick, and personal are
benefit pay types that accrue. Use the Benefits page to define the rates and method by which
these types accrue.
The Selected Pay Type section indicates the currently selected pay type. Select a pay
type by clicking the appropriate link in the Pay Types section. The Selected Pay Type
section contains the following items.
Setting Description
Add Link Click Add to add a new pay type.
Delete Link Click Delete to delete the selected policy. The option is not
available when you select one of the seven built-in pay
types.
The Pay Types section displays all the Pay Types available in your company’s
account. The currently selected type displays in the list as black text and also
displays in the Selected Pay Type section at the top of the screen.
Select the pay type to edit or view from the list in the Pay Types section. The selected
pay type displays in the Selected Pay Type section.
The Edit Pay Type Information section displays the settings for the currently
selected pay type.
1. In the Selected Pay Type section, verify that the pay type to edit displays. If not,
select the intended pay type from the Pay Types section.
• Code: Type the number for this pay type. This can be alphanumeric, but
must be unique.
3. Select the appropriate option in the Default Pay Level field. Options include:
• Active: The Active checkbox is selected by default, but grayed out for
Work, Break, Lunch, Vacation, Sick, and Personal pay.
• Overrides absences for the day: When this is checked, the employee
will not show on the "Absence (Current Day)" Report.
• Can be Overtime: When this is checked, the pay type will be overtime if
this is added into the employee’s time sheet when the employee has
already worked enough hours that they are in overtime for the week.
When this is not checked, the only Default Pay Level options are Paid -
Policy Rate and Unpaid.
• Default Pay Level: This option allows the pay type to default to unpaid.
Options include:
o Paid – Policy Rate (default)
o Paid – OT1 Rate
o Paid – OT2 Rate
o Unpaid
5. In the Used Time Applies to Benefit Type drop-down menu, select the
appropriate option.
6. Click Apply Changes to complete the entry and save the changes.
1. In the Selected Pay Type section, click Add. The screen refreshes and the new
pay type’s settings display in the Edit Pay Type Information section of the page.
• Number: Type a number for this pay type. This can be alphanumeric, but
must be unique.
3. Click Apply Changes to complete the entry and save the changes.
Paychex Time and Labor Online does not allow you to delete a pay type if time
associates with it. As an alternative, you can rename a pay type. If you must delete
the type, first transfer its entries to another pay type. Refer to the instructions in the
Transfer Entries for additional information.
1. In the Selected Pay Type section, verify that the pay type to delete displays.
3. Click Delete Pay Type, where Pay Type is the name of the pay type you
selected to confirm the deletion, or click Cancel to cancel and return to the Pay
Types page.
Click Pay Adjustment Types to display the Pay Adjustment Types page and manage
adjustments to employee earnings. Pay Adjustments are lump sum additions or subtractions
to an employee's net or gross pay. Adjustments can be bonuses, tips, and union or
professional dues, etc.
Use Pay Adjustments to track additions such as bonuses and tips, or deductions such as
union dues or uniform fees. You must create pay adjustment types before entering
adjustments. Pay adjustment types can be additions or deductions. You can allow employees
to enter their own adjustments, for example, when tips are received. Enter pay adjustments
from the Admin or Employee Home pages.
The Selected Adjustment Type section indicates the currently selected adjustment type.
The title of this section is the name of the adjustment type currently selected. Select an
adjustment type by clicking the appropriate link in the Pay Adjustment Types section. The
Selected Adjustment Type section contains the following items:
Setting Description
Add Click Add to add a new adjustment type.
Delete Click Delete to delete the selected adjustment type.
Note: Paychex Time and Labor Online does not allow you to
delete an adjustment type if any entries are already
associated with it.
Code Displays the code of the currently selected adjustment type.
Include The Include Inactive checkbox is unselected by default. Click Include
Inactive Inactive to display a list of inactive adjustment types. An asterisk (*)
displays next to the inactive adjustment in the list.
The Adjustment Types section displays all the pay adjustment types available in your
company’s account. In the Adjustment Types section, click the link for the adjustment
type to edit. The currently selected type displays in black text in the list and in the
Selected Adjustment Type section as shown previously.
1. In the Selected Adjustment Type section, click Add. The screen displays the
new adjustment type’s settings in the Edit Adjustment Type section of the page.
• Code: Type the code for this adjustment type. This can be alphanumeric
and must be unique.
3. Click Apply Changes to complete the entry and save the changes.
1. In the Selected Adjustment Type section, verify that the adjustment type to edit
displays. If not, first select the adjustment type from the Pay Adjustment Types
section.
• Code: Type the code for this adjustment type. This can be alphanumeric
and must be unique.
3. Click Apply Changes to complete the entry and save the changes.
Note: Paychex Time and Labor Online does not allow you to delete an
adjustment type if entries are already associated with it.
1. In the Selected Adjustment Type section, verify that the adjustment type to
delete displays.
Holidays
Access Admin | Configuration | System | Holidays
Click Holidays to display the Holidays page and add an unlimited number of holidays. You
can assign these lists to employees and denote which days an employee should receive
holiday pay.
The Selected Holiday List Section indicates the currently selected holiday list. The title of
this section displays the name of the currently selected list. Select a holiday list by
clicking a name in the List of Fields section. The Selected Holiday List section contains
the following items:
Setting Description
Add Click Add to add a new holiday list.
Delete Click Delete to delete the selected field.
Name This is displayed as the current selected holiday list.
Members Click Members to view the employees assigned to this list.
The Holiday Lists Section displays all the holiday lists available in your company’s
account. The currently selected type displays as black text in the list and displays in the
Selected Holiday List section at the top of the screen.
Click the link for the holiday list to edit. The selected list displays in the Selected Holiday
List section.
The Assign Multiple Employee section allows you to assign select employees to the
currently selected list.
1. In the Selected Holiday List section, click Add. The New Holiday List section
displays on the right side of the screen.
3. Click Apply. This changes the name in the Selected Holiday List section.
• This holiday lasts for XX day(s): Type the number of days this holiday
includes.
• Include Weekends for additional days: Select this option if the holiday
is longer than one day and if you would like the holiday to fall on a
weekend.
• Prevent PTO requests on this day: Select this option to prevent PTO
requests on this day.
1. In the Selected Holiday List section, verify that the holiday list to edit displays. If
not, first select the list from the Holiday List section.
1. In the Selected Holiday List section, verify that the holiday list to edit displays. If
not, first select the list from the Holiday List section.
1. In the Selected Holiday List section, verify that the holiday list to delete displays.
If not, first select the list from the Holiday List section.
1. In the Selected Holiday List section, verify that the holiday list to edit displays. If
not, first select the list from the Holiday List section.
2. Click Delete on the row for the holiday to delete. The Confirmation page
displays.
1. In the Selected Holiday List section, verify that the holiday list to view displays If
not, first select the list from the Holiday List section.
1. In the Selected Holiday List section, verify that the holiday list to view displays. If
not, first select the list from the Holiday List section.
Regenerate Holidays
The Regenerate Holidays option ensures that your company holidays post properly for
qualifying employees. Use this feature when you:
2. Select the appropriate Payroll Policy. Keep at the default of All if the change applies
to all policies.
Closing
Click Closing to allow an administrator or anyone granted permission to close any pay
period after it passes. Closing a pay period prevents any more edits to that pay period.
Re-Open
Click Re-Open to allow an administrator or anyone granted permission to re-open any pay
period. When re-opening a previous pay period, all subsequent pay periods to the present
are also re-opened.
Assign Policies
Click Assign Policies to allow an administrator or anyone granted permission to assign time
policies.
Time Clocks
Click Time Clocks to display the Time Clocks page where you configure and manage the
time clocks that provide data to Paychex Time and Labor Online. Paychex Time and Labor
Online. To adjust the settings of one or more of your clocks, contact your Time and Labor
Online Implementation Specialist at 866-933-3185.
Schedules
Access Admin | Configuration | System | Schedules
Click Schedules to display the Schedules page and manage schedule templates and
generate schedules. Paychex Time and Labor Online allows you to create schedules for
your employees. In addition to providing useful information, Paychex Time and Labor Online
also uses schedules for tracking attendance, enables rounding to schedules, calculates
overtime for unscheduled days, and restricts employees to schedules. It compares actual
clock in and out times to the scheduled clock in and out time for preparing reports on
tardiness and scheduled versus actual hours worked.
Note: To use schedules, you must create schedule templates, assign employees to
templates, and generate schedules.
Terminology
Term Definition
Shift A shift is an uninterrupted block of time. Before creating
a schedule template, tell Paychex Time and Labor
Online how many shifts per day to schedule.
Before beginning, you should understand how Paychex Time and Labor Online
approaches scheduling. Creating schedules is a three-step process:
Create schedule templates for your company: Create one week’s worth of daily shift
information. As described previously, a schedule template is a generic pattern indicating
the hours that a person works in a one-week period and rather than specific dates and
times. Normally, you create schedule templates one time, then create or edit templates
as you add or change shifts.
Generate the schedules: This option writes the daily work shifts for all employees during
a specified timeframe. Generating schedules is a critical part of the overall process, as it
actually writes the employee schedules for a timeframe.
After you generate schedules, you can review and edit them from the Employee and
Admin Home pages. Each employee can view his or her own schedule from the
Employee Home page.
The Selected Template section displays the currently selected template. The settings for
this template display in the Schedule Template and Work Times sections on the right side
of the page. The Selected Template section contains the following items:
Setting Description
Add Link Click Add to add a new schedule template.
Delete Link Click Delete to delete the selected template.
Template Name Displays the name of the currently selected template.
Members Link Displays the number of employees assigned to the
currently selected template. Click the link to display a list
of the members.
1. Click Add in the Selected Template section. The Schedule Template Properties
section expands and displays the settings for the new template. Fill in the settings
as appropriate:
b. Access Type:
• Select Public – Allow Edits to allow anyone to use or assign and edit
the templates. Only the owner or an administrator can delete the
template.
2. Click Update Properties to complete the change and save the changes.
3. For each shift for each day, enter the following information:
4. Click Update Properties when complete and to save the changes. The page
displays your new settings.
Paychex Time and Labor Online does not permit you to delete a schedule template if
clocked time is already associated with it.
1. Verify that the schedule template to delete displays in the Selected Schedule
Template section.
3. Click Delete Schedule Template where schedule template is the name of the type
you selected to confirm the deletion
or
Express Scheduler
The Express Scheduler allows for a prompt approach to adding weekly schedules for one
or many employees. It can also be used to edit individual employee schedules that are
generated from a template. You can keep the normal generated schedule most of the
time and take into account occasional deviations, for example, special projects or shifts.
To access the Express Schedule, click Express Scheduler in the Schedule menu.
Generating schedules is a critical part of the process, because it actually writes the
schedules. Schedules generate into the future, for a specified timeframe. At the end of
that timeframe, you must generate schedules again. Paychex Time and Labor Online
allows you to specify when and how far into the future you want schedules generated.
You can select to generate just one time or to set up generation on a recurring basis. The
benefit of recurring generation is that Paychex Time and Labor Online automatically
generates schedules each time they need to be done.
• Scheduled through date: This field displays the last date schedules
generated. When new schedules generate past this date, the system
generates schedules for all the employees assigned to schedule templates.
When schedules generate for dates before the date shown above, the system
generates schedules only for the selected employees.
• Generate schedules for: Select for whom you would like to generate
schedules.
• Generate a schedule automatically: Select this option for Paychex Time and
Labor Online to automatically generate schedules on a specified day and for a
set period.
Example: If you generate every Saturday for three weeks, then every
Saturday the system generates schedules far enough out to be
sure three weeks worth of schedules generate beyond the
current week.
• Generate For: Select a timeframe you would always like to show in the
future.
Search Section
The Search section allows the user to search for a specific template name. Companies
with many templates often use this section.
The List of Templates section displays all the schedule templates available in your
company account. The currently selected template displays in the list in black text and
also displays in the template section at the top of the page.
Select the name of the template to edit in the List of Templates section. The selected
schedule template displays in the Current Schedule Template section.
Click the link to toggle from, including public templates to hiding public templates.
The Schedule Template Assignment section is where you assign one or more
employees to the currently selected schedule. Assign by employee groups to make
scheduling easier when you administer large numbers of employees.
1. Click Assign Multiple Employees to open the Assign Employees page. Notice
you can filter the assignable employees by Employee Group.
2. To select multiple employees from the Employees Not Assigned box, click
and drag the cursor to select all the employees you want to move. To move the
employees, click the blue arrow pointing to the Employees Assigned to box.
• Enter a date range in the To and From fields or click the calendar to
select a date range.
• Select the appropriate option from the Generating Schedule for drop
down menu.
• Click Generate.
• Select the appropriate day and timeframe from the Every <enter day of the
week> generate schedules forward so that they are generated for drop
down menu.
• Click Generate.
The Scheduled Shifts section allows you to specify the number of shifts per day the
currently selected schedule template contains. Remember, a shift is an uninterrupted
block of time. The number directly corresponds to the number of shift lines per day
shown in the Schedule Template settings on the right of the page. When determining
how many shifts per day you need, consider all days in the week. Select the highest
number, even if it applies only to one day; you are able to leave shift entries blank, if
necessary.
The following examples illustrate how to determine the number of shifts per day you
need.
Shifts per day: Type the maximum number of shifts per day needed for the
selected schedule template.
The Schedule Template Properties section displays the settings for the currently
selected schedule template.
• Access Type:
• Select Private to permit only the owner to view, edit, and delete.
The Work Times section displays the daily work times for the schedule. The number
of shifts per day specified in the Schedule Shifts section determines how many line
items display for each day’s entry.
1. For each shift for each day, enter the following information:
a. Start time: Type the starting time for the shift. Enter times in 12-hour
format.
b. End Time: Type the starting time for the shift. Enter times in 12-hour
format.
2. Click Update when all settings are complete to save the settings. The page
displays the new settings.
Click Custom Personal Information to display the Custom Personal Fields page to add an
unlimited amount of custom fields. Paychex Time and Labor Online adds these fields to the
Employee Edit screen, allowing the administrator to enter specific employee information that
otherwise would not be tracked. The information stores with the employee’s file and can be
accessed from the Home page.
The Selected Custom Personal Field section indicates the currently selected custom
personal field. The title of this section is the name of the currently selected custom field.
Click the appropriate link in the List of Fields section to select a custom personal field.
The Selected Custom Personal Field section contains the following items:
Setting Description
Add Click Add to add a new custom field.
Delete Click Delete to delete the selected field.
Note: Deleting a custom personal field deletes this entry for all
employees.
Name This displays the current selected custom field.
The List of Fields section displays all the personal custom fields available in your
company’s account. The currently selected type displays in black text in the list and in the
Selected Custom Personal Field section at the top of the screen.
In the List of Fields Type section, click the link for the custom field to edit. The selected
custom field displays in the Selected Custom Personal Fields section.
1. In the Selected Custom Personal Field section, click Add. The new custom
personal field displays.
2. Type the name of the custom personal field you want to track.
1. In the Selected Custom Personal Field section, verify that the custom field to
edit displays. If not, first select the Custom Field from the Custom Personal
Field section.
1. In the Selected Custom Personal Field section, verify that the Custom Field to
delete displays. If not, first select the Custom Field from the Custom Personal
Field section.
Note: This deletes the custom field from all employee files.
Click New Employee Defaults to display the New Employee Defaults page to update the
default settings used when new employee records are added. On this page, you establish
standard settings for new employees. Paychex Time and Labor Online enters the standard
settings into each new employee’s profile to reduce repetitive work.
The New Employee Defaults settings eliminate redundant data entry by creating a standard
profile for new employee records. In addition to new hires, a new employee can be an
existing employee whose record you are now adding to Paychex Time and Labor Online.
Click Reassign or Reassign Defaults to Existing Employees when changes to any of the
new employee values need to be reassigned to existing employees. Refer to Reassign
Defaults to Existing Employee procedure later in this section.
The Employee Information section defines the default time zone for new employees.
Initially, the default is the Pacific time zone. Select the appropriate time zone for new
employees.
The Payroll Information section defines the default payroll settings for new employees.
Enter the settings as appropriate.
Setting Description
Payroll Policy Select the default payroll policy template for new
employees.
Employee Type Select the default tax classification.
In the Employee Labor Levels section, select new employees’ default to labor levels that
you define. This is useful for batch importation of records.
Benefits Section
The Benefits section settings determine the initial hours an employee receives for
vacation, sick, and personal time. You can change any of the names on the Pay Types
page, reflected in the titles below. Enter the settings as appropriate.
Setting Description
Accrual Rule Use the drop-down menu to select the benefits accrual
rule Policy, applicable for this employee.
Initial Personal Type the starting number of personal hours for new
(Hrs) employees.
Initial Sick (Hrs) Type the starting number of sick hours for new
employees.
Initial Vacation Type the starting number of vacation hours for new
(Hrs) employees.
The Web Access settings define the default access to Paychex Time and Labor Online
for new employees. Enter the settings as appropriate
Setting Description
Allow Employees to Select this option if, by default, new employees use the Web to access
Access the system Paychex Time and Labor Online.
through the Web
Feature Access Select the default security group for new employees.
Template
Permission to Select Edit if new employees have permission to view specific
Employee Manager employee access groups that you establish. This is usually only
Groups applicable to supervisors and administrators who manage multiple
employee groups
Employee Access Select the default for Employee Access Group 1 for new employees.
Group 1
Employee Access Select the default for Employee Access Group 2 for new employees.
Group 2
Login Generation Select the default method for creating log-on names for new
Method employees. These options are only used when importing employees.
Password Generation Select the default method for creating passwords for new employees
Method These options are only used when importing employees.
Allow Employee to Select this option if, by default, new employees clock in or out through
clock in/out through the Web
the Web
Allow Employees to Select this option if, by default, new employees can submit timesheets.
submit Time Sheets for
Work Hours Select this option if, by default, new employees can submit timesheets
for regular work hours.
Default Clock-In Time Type the default clock-in time for timesheets submitted.
Non-Work Hours Select this option if, by default, new employees can submit timesheets
(Vac/Sick/Etc) for non-work hours, such as vacation, sick, or personal time.
Default Non-Work Select this option if Paychex Time and Labor Online pays non-work
Hours to “Paid” hours by default.
Select up to two hardware zones to assign to employees. Click Update when you
complete all settings and save the changes.
Assign Policies
Click Assign Policies to display the Assign Policies page and assign policies to the
selected list of employees.
Employee Settings
The Employee Settings section defines the default employee settings for selected
employees. Enter the settings as appropriate.
Setting Description
Time Zone Select the appropriate time zone for selected employees.
Employee Type Select the default tax classification.
Web Access
The Web Access settings define the default for selected employees. Enter the settings as
appropriate.
Setting Description
Web Access Select this option to allow employees to access the
system through the web.
Login Generation Select the default method for creating log-on
Method names for selected employees. Only check
Replace Existing to update all employees.
Note: Employees with a MyPaychex.com
account must log into MyPaychex.com to
change login information.
Password Generation Select the default method for creating passwords
Method for selected employees. Only check Replace
Existing to force the user to change their password
on their next login.
Note: Employees with a MyPaychex.com
account must log into MyPaychex.com to
change login information.
Allow Employee to Select this option if, by default, selected employees
clock in/out through the clock in or out through the Web.
web
The Timesheet Submittal and Attendance settings define the defaults to assign to
selected employees. Click Apply Defaults when you complete all settings.
Setting Description
Allow Employee to Select this option if, by default, selected employees
submit Time Sheets can submit timesheets.
Work Hours Select this option if, by default, selected employees
can submit timesheets for work hours.
Default Clock-In Time Type the default clock-in time for timesheets
submitted.
Non-Work Hours Select this option if, by default, selected employees
(Vac/Sick/etc.) can submit timesheets for non-work hours, such as
vacation, sick, or personal time.
Non-Work Pay Type Select at least one non-work pay type from the
Filter choice boxes to determine which pay types an
employee can access via the time sheet.
Default Non-Work Hours Select this option if Paychex Time and Labor
to “Paid” Online pays non-work hours by default.
Track Attendance Only Select this option if the employee is only required to
‘Clock In’ in order to receive a total lump sum of
time.
Shift Length in Minutes This defines the amount of time to post to an
employee time sheet when they are tracking
attendance only.
Benefits
Access Admin | Configuration | System | Benefits
Click Benefits to display the Benefits page and manage benefit accruals for your
employees. Paychex Time and Labor Online automatically calculates the available vacation,
sick, and personal time benefits for your employees. These calculations use rules that can
account for different accrual methods, seniority rules, and other factors. Benefit time taken
automatically subtracts from the available benefits, so that balances are always accurate.
Paychex Time and Labor Online allows for an unlimited number of policies so that you can
accommodate different situations within your company. After you create the policies, assign
them to employees in the company. Assign policies to employees from the Benefits, Add
Employee, or Edit Employee pages.
Note: When Benefits are administered by the Paychex Preview Payroll application, the
Calculation (including the Recalculate link), Accrual Policy headings, and Banking
Policy headings do not display.
The Selected Benefit Policy section displays the currently selected benefit policy. The
settings for this policy display under the heading “Policy Name” on the right side of the
page. The Selected Benefit Policy section contains the following terms:
Setting Description
Add Click Add to add a new benefit policy.
Delete Click Delete to delete the selected policy.
Policy Name Displays the name of the currently selected policy.
Members Displays the number of employees that are
assigned to the currently selected policy. Click
Members to display the names of employees
assigned to the selected policy.
In the Selected Benefit Policy section, click Add. The new policy displays as New
Policy in the Selected Benefit Policy section and can be modified on the right side
under Policy Name.
1. In the Selected Benefit Policy section, verify that the policy that displays is the
one to delete. If it is not, select the policy from the List of Policies section.
2. In the Selected Benefit Policy section, click Delete. The Confirmation page
displays.
3. To complete the deletion, click Yes. To cancel and return to the Benefit Policies
page, click No.
1. In the Selected Benefit Policy section, verify that the policy that displays is the
one to edit. If it is not, select the policy from the List of Policies section.
3. Modify the settings in the selected Benefit Pay Type as described in Benefit
Policy Setting on page 62..
The List of Policies section displays all the benefit policies available. The currently
selected policy displays in black text in the list and in the Selected Benefit Policy section
at the top of the screen.
In the List of Benefit Policies section, click the link for the policy to edit. The selected
benefit policy displays in the Selected Benefit Policy and Policy Name sections.
The Benefit Maintenance section allows you to manually recalculate or Pay Benefits
for an employee’s benefits.
• Calculation – Recalculate: This option recalculates all benefits for one or for a
group of employees from a selected date.
• Pay Benefits: This option allows employee accrued pay types to be paid out on
a specific transaction date. This process gives all employees a balance of zero
on every pay type selected. All negative balances display on this page, but do
not create transactions.
The Group Assignments section allows you to assign employees to the currently
selected policy. You can assign all employees or selected employees to the selected
benefit policy.
Notes: • If you are editing a benefit policy, you can click the link for the
section or pay type to expand.
3. Under the Policy Name section, click Add Pay Type. The Add a Pay Type to
New Policy screen displays.
4. Select the appropriate checkbox for the pay type to add to this benefit policy. The
settings in this section determine the method by which Paychex Time and Labor
Online accrues the pay type within this policy.
Setting Description
Delete Pay Type Allows the user to delete this pay type from the selected
policy.
Frequency Determines the granted and the accrued time frequencies.
Choices are: Daily, Weekly, Per Pay Period, Monthly,
Quarterly, Semi-Annually, and Annually.
Accruing Calculation Determines how accrued hours calculate based upon one
of two states:
Setting Description
Rules Defines rules for accruing benefits. Allows one or multiple rules for
Benefit policy. All assigned rules display in the Rules Section. To add a
rule, click Add Rule.
• Start months: Defines the month from hire date that benefit rule
begins. The starting date should be 0 to start at day 1. A 1 in this
field starts accruals after one month of work.
• End months: defines the month form hire date the benefit rule
ends.
• All hours accrued over the cap should be transferred to: allows
for accrued hours accrued over the cap to be transferred to another
Benefit Pay Type.
• Cap annual used benefit hours at: Limits the hours an employee
can use for one benefit year.
Setting Description
Reset Defines the reset date for the Benefit Pay Type and when the next benefit period begins.
Date • Calendar Year (January 1).
• Benefit Start Date (assigned to each employee in Employee Edit screen) defaults to
employee hire date.
• Other – enter month and day (07/01).
Note: When Benefits are administered by the Paychex Preview Payroll application,
the Reset Date section does not display.
Setting Description
Misc. There are several options to set.
Settings • Allow up to XX negative hours for the current balance. Allows an employee’s
negative current balance to be limited to a specific amount.
• Warns when employee goes below allowance, but allow the transaction to
occur. Warns administrator when amount being given takes balance below
allowance.
• Displays warning when employee goes into negative. Displays warning when
balance goes negative for given benefit type.
• Allow up to XX negative hours for the available balance. Allows an employee’s
negative available balance limited to a specific amount.
• Warn when employee goes below allowance, but allow the transaction to occur.
Warns administrator when amount being given takes balance below allowance.
• Display warning when employee goes into negative. Displays a warning when
balance goes negative for given benefit type.
• Allow Adjustments to exceed cap. Allows administrator to adjust benefit
balance beyond cap.
• Disable benefit calculations. Disables benefit rules engine, allows for imported
balances or manual adjustments only.
• Include future time taken in the time used total for each benefit. Adds any
assigned benefit type for a future date to the time used total.
• Enable email alerts for time off requests. Sends an email to the supervisor
informing them of the request.
• Enable emailing employees upon admin time off request actions. Sends an
email to the employee informing them of the action taken for their time off
request.
• Display this benefit type on the Employee Home page. Allows each employee
to view this benefit Pay type on their Employee Home page.
• Allow employees to request time off for this benefit type. Allows each employee
to request time off for this benefit type.
6. To complete the entry, click Apply Changes >> to save the changes.
7. Repeat steps 3 thru 5, as necessary, to add all the pay types for the selected
policy.
Shift Differentials
Access Admin | Configuration | System | Shift Differentials
Click Shift Differentials to display the Shift Differentials page and manage the shift
differentials for your company. A Shift Differential Policy is a group of rules that describes
how your company pays shift premiums. Shift differentials allow you to specify extra
monetary amounts paid for hours worked during certain times for the day.
For example, your company might pay an extra 15 percent to employees who work the
graveyard shift. Paychex Time and Labor Online uses rules to specify each day, time, and
premium in the template. Each shift differential policy can contain multiple rules. Because
each employee can only have one shift differential policy assigned, you must include every
rule that is likely to apply.
The Selected Policy Section displays the currently selected shift differential policy. The
settings for this policy display in the Shift Differential sections on the right side of the
page. The Selected Policy section contains the following items:
Setting Description
Add Click Add to add a new shift differential policy
Delete Click Delete to delete the selected policy.
Policy Name Displays the name of the currently selected policy.
Members Displays the number of employees assigned to the
currently selected policy.
The List of Policies section displays all the shift differential policies available in your
company’s account. The currently selected policy displays in black text in the list and in
the Selected Policy section at the top of the page.
In the List of Policies section, click the policy to edit. The Selected Shift Differential
Policy displays in the Current Policy section.
Group Assignments
The Group Assignments section allows you to assign employee member groups to the
currently selected policy. Click Assign Multiple Employees to assign all employees or
specific employee member groups, and select your assignment selection.
Setting Description
All This option selects all employees in the database.
Employee Group This option selects the employee group to which to
assign a policy.
1. In the Selected Policy section, click Add. The shift differential policy section
expands to display the settings for the new policy.
4. Under the Shift Rules section, click Add Rule. The Shift Differential Rule page
displays:
• Shift Times:
• Create Entry For: Select each day that qualifies for the differential.
• Pay Modification: Defines the amount of the differential earning. You can
enter both an Additional Pay Factor and an Additional Wage per Hour.
• Additional Wage per Hour: Type the extra dollar amount for the
hours specified above.
• Advanced Rules: Defines further how the employee is paid for shift work.
• If the employee does not work within the time span, they should
receive Shift Differential Code instead: Select this checkbox
and type the shift differential code that applies to this rule.
6. When you complete all settings, click Add Rule to save the settings. The page
displays the settings you entered.
1. Verify that the shift differential policy to edit displays in the Selected Policy section.
4. To edit an existing rule, click the link for the day to edit. The Shift Differential Rule
page displays.
5. Edit the information as appropriate. Add a Shift differential policy for details.
6. When all settings are complete, click Update to save the settings. The page
displays the settings you entered.
Note: Paychex Time and Labor Online does not allow you to delete a shift differential
policy if employees are assigned to it.
1. Verify the Shift Differential policy to delete displays in the Selected Shift Differential
Policy section.
Security Configurations
Access Admin | Configuration | Security | Feature Access Templates
Click Feature Access Templates to display the Feature Access Templates page and select
which areas of Paychex Time and Labor Online supervisors or managers have access to
their employees' records and to certain functions Paychex Time and Labor Online.
You can give a manager the ability to review and edit employee timesheets, create
schedules, print reports, and more. In the Employee Access Group Members section, you
specify which employees and functions you want the manager to access, then assign the
feature access template and employee access group to the manager. When logging into
Paychex Time and Labor Online, the manager can view the employees and use the features
granted by the security group.
Note: You do not need to assign regular employees to a security group. Regular user
access gives them the ability to track their own time without having special access.
A full-access, admin security group is built into your Paychex Time and Labor Online account.
This admin security group grants full access to all employees and all functions of Paychex
Time and Labor Online.
The Current Feature Access Template section displays the currently selected feature access
group. Select a feature access group by clicking the appropriate link in the Feature Access
Groups section. The first time you access the Feature Access Group page, the admin
security group displays in the Current Feature Access Group section. This admin feature
access group is built into Paychex Time and Labor Online and grants full access to all
employees and all functions. The Current Feature Access Group section contains the
following items:
Setting Description
Add Click Add to add a new feature access group.
Edit Click Edit to edit the selected policy.
Delete Click Delete to delete the selected policy.
1. In the Current Feature Access Template section, click Add. The Add Feature
Access Template page displays.
• Feature Access Template Name: Type the name for this access template.
This can be alphanumeric, but must be unique.
• Access Type: Select the access type from the drop-down list. Select Partial
Access for users who only need access to certain features. Full Access users
should be assigned to the existing Administrator template. The users have no
restrictions to features in Time and Labor Online.
4. The Feature Access Template page displays with the Feature Access Template in
the Current Feature Access Template section. The settings for the new feature
access group display on the right side of the page.
Note: To select the parameters for the Feature Access Template, click Yes or
click No to toggle the option from one setting to the other.
1. In the Current Feature Access Template section, click Edit. The Editing Feature
Access Template page displays.
• New Name: Type a new name for this access group. This can be
alphanumeric, but must be unique.
• Access Type: Select the access type from the drop-down list. Select Partial
Access for users who only need access to certain features. Full Access users
should be assigned to the existing Administrator template. The users have no
restrictions to features in Time and Labor Online.
Paychex Time and Labor Online does not allow you to delete a feature access
template for any assigned employees. Remove or transfer any security group
members before deletion.
1. In the Current Feature Access Template section, verify that the feature access
template to delete displays.
The Feature Access Templates section displays all the feature access templates
available in your company’s database. The currently selected template displays in the
list as black text and also displays in the Current Feature Access Template section at
the top of the page.
In the Select Feature Access Templates section, click the feature access template to
use. The selected feature access template displays in the Current Feature Access
Template section.
The Assign Multiple Employees link allows you to assign employees to the currently
selected feature access template.
Some features prompt you to select whether or not this group can view, add, edit, or delete
this option. Select the appropriate Feature settings for selected Feature Access Template.
Feature Access Templates is grouped into the following sections.
Setting Description
Employees Permits access to the employee file.
View Employees not Grants the ability to have access to employees not assigned to
assigned to any any group.
group
View/Edit Rates of Grants the ability to view and modify employee pay rates or
Pay salaries.
Time Off Requests Allows the user to view, approve, or deny time off requests. This
feature is accessed from the Admin Home page.
Timesheets Grants permission to the timesheet section in the Admin Home
page. Selecting No for editing restricts the user from adding a new
shift.
Pay Adjustment Allows the user to add, edit, or delete a pay adjustment. This
Entries feature is accessed from the Admin Home page.
Setting Description
General Provides access to the Configuration link on the Admin Home
Configuration page. Permits access to the General Configuration menu.
If you restrict access by not allowing the user to edit, the user is
able to view the settings but cannot edit the settings.
Payroll Policies and Grants access to payroll policies and new employee default
New Employee. configurations. Typically, only the main administrators have
Defaults granted access.
Pay Types Grants access to the pay types configurations. Generally only the
main administrators are granted access.
Pay Adjustment Grants access to the pay adjustments configurations. Generally
Types only the main administrators are granted access.
Holidays Grants access to holiday configurations. Generally only the main
administrators are granted access.
Closing and Re-Open Grants access to the Close and Re-Open Pay Period(s) page.
Setting Description
Assign Policies Grants access to the Assign Policies page.
Time Clocks Grants access to the Time Clock Configuration page.
Schedules Grants access to the Schedule page. Also allows the user to
assign and edit schedules from the Admin Home page.
Custom Personal Grants access to the Custom Personal information.
Information
Benefits Grants access to the Benefits Configuration page.
Benefits Advanced Grants access to adjust benefit balances and recalculates benefits
Functions for all employees, to which they have access, from the Benefits
Configuration page.
Shift Differentials Grants access to the shift differential.
Setting Description
Define Labor Levels Grants access to the Define Labor Levels page.
Setup Labor Levels Grants access to the Setup Labor Levels page.
Assign Labor Levels Grants access to Assign Labor Levels to one or multiple
employees.
Access Security
Setting Description
Feature Access Grants access to Feature Access Templates.
Templates
Employee Group Grants access to employee group members.
Members
IP Access Grants access to IP configurations. Generally only the main
administrators are granted access.
Time Sheet Audit Allows viewing of the time sheet audit trails.
Trails
Employee Updates Allows administrators to view changes made to employee
Audit information.
Time Card Export Allows administrators to view transmissions with aggregate hours
Log and punch detail information.
Access Miscellaneous
Setting Description
Reports Grants access to the reporting functions.
Click Employee Group Members to display the Employee Group Members page to define
the employee groups to which your supervisors or managers have access. This is a
powerful tool used throughout the application. You can assign many different features in
Paychex Time and Labor Online by Employee Groups. Employee Group Members allows
you to control which employees’ supervisors can access. Employee Groups Members makes
it faster and more convenient to assign employees to certain policies.
To begin the process, determine how you want to set up your Access Groups. You can set up
Employee Access Groups for supervisors, so they can access only those employees for
whom they are responsible. You can also set up larger Employee Access Groups for system
administrators.
2. In the Employee Group Name field, type a name for your group.
3. Check the Managed Group checkbox if the group for managed groups.
Note: If the group was previously created, select the desired group. Under
Current Group, select group name. This allows you to add a
manager to the Access Group.
1. Select the correct member group from the Current Group section.
3. After you highlight the employees, click the arrow pointing to the Member of
Employee Group box.
Note: There is no need to save or update; they are now a part of that
employee member group. You can assign Employees to multiple
groups, but you must repeat the process to add them to other member
groups.
Click Time Sheet Audit Trails to display the Timesheet Audit Trails page to view a record of
changes made to employee timesheets by administrators or managers through the Admin
Home page. The Audit Trail shows:
Sort
Paychex Time and Labor Online allows you to sort the data by clicking the column
headers. After you submit the request, Paychex Time and Labor Online returns a list of
modified records that match the criteria you specified.
Paychex Time and Labor Online allows you to specify the date range and employees for
which to display changed records. After you submit the request, Paychex Time and Labor
Online returns a list of modified records that match the criteria you specified.
Setting Description
Employee Allows you to select which employee member
Group Filter group by which to search.
Employee Allows you to select specific employees for whom
Filter/Employee to search.
Filter Allows you to search for a transaction-by-
Transaction By transaction time or by the change time.
Filter Allows you to further narrow your search by looking
Employees By by employee or by supervisor change.
Start Date The date on which you would like to begin your
search.
End Date The date on which you would like to end your
search.
Notifications
Access Admin | Configuration | Security | Notifications
When email notifications are set up to send non-encrypted information, a warning message
displays informing users that personal information should not be sent in an email.
3. Click Apply.
IP Access
Access Admin | Configuration | Security | IP Access
Click IP Access to display the IP Access page and manage IP access policies. IP access
policies allow you to control employee access to the Paychex Time and Labor Online site by
restricting the IP addresses from which they can connect to the site. You can use this for
preventing employees from clocking in from unauthorized locations, such as home. The IP
access policy indicates the allowed IP address or addresses to the site. You can specify a
particular IP address or a range of addresses. We recommend that you enlist the help of your
information technology department in obtaining the correct IP address for your employees. By
default, Paychex Time and Labor Online grants employees unlimited access to the site.
Assigning an employee to an IP access policy limits the employee to access from the policy-
specified addresses only.
The Selected IP Access Policy section indicates the currently selected IP access policy.
Select an IP access policy by clicking the appropriate link in the List of Policies section.
The Selected IP Access Policy section contains the following items:
Setting Description
Add Click Add to add a new IP access policy.
Delete Click Delete to delete the selected IP Access
policy.
The Assign Multiple Employees section allows you to assign select employees to the
currently selected IP access policy. To assign employees to an IP Access Template:
1. In the Current IP Access Policy section, verify that the correct IP Access Policy
displays.
3. To assign employees, select the names from the Employees Not Assigned To list
and click the arrow pointing to the Employee Assigned To list.
Note: Selecting the employees and clicking the arrow moves the employees
and save the settings. No further action is required.
1. In the Selected IP Access Policy section, click Add. The new settings for the IP
access policy display on the right side of the page.
• Allows access with no punch capability from outside the IP Masks below.
Note: The default is Yes. Clicking Yes changes the value to No. The
Yes setting allows regular employees to do non-web-punching
tasks like view benefit balances, hours worked and time off
request status. However, the employees will not be able to
web-punch unless they are at the work location.
6. Click Add to add a new IP address or address range to the policy. The Add IP
Address page displays.
Examples:
8. To complete the entry, click Add Access Address and save the changes.
9. Repeat the previous steps for each address or address range to add to this
policy.
Paychex Time and Labor Online does not allow you to delete an IP Access Policy if
associated with entries.
1. In the Selected IP Access Policy section, verify that the IP access policy to
delete displays.
Note: Paychex Time and Labor Online does not allow you to delete a
policy if employees are assigned to it.
Labor Levels
Access Admin | Configuration | Labor Levels
The Labor Levels section allows you to select from different configurations where you manage
the levels and departmental hierarchy for your company. It is critical to properly configure your
company’s labor levels and to fully understand the concepts of this feature. Labor Levels track
where employees spend their time. You can associate costs with labor levels and assign
employees to more than one level.
Note: Employees are only able to clock into assigned labor levels.
Example: You can define labor levels as region, location, and department. In this
instance, your company would have three labor levels.
Note: You must complete this step before proceeding to Setup Labor Levels.
The first step in building your labor levels is to determine how many Labor levels your
company has. Paychex Time and Labor Online supports as few as one or as many as fifteen.
To set up your labor levels:
Clicking Setup Labor Levels allows you to define the sub-levels of your pre-defined labor
levels. In the previous example, we define three labor levels as region, location, and
department.
1. Click Add under the Selected Labor Level Unit Detail. Fields on the right side of the
page display for you to enter your criteria.
2. In the proper fields type the following that apply to the added record:
Note: The Active checkbox is checked when adding or importing labor levels
for employees assigned to that labor level by default. This checkbox can
only be unselected when no employees are assigned to the labor level.
Note: You must click Save before you enter the next record.
4. Click Add again to add another record. After you complete your first labor level, use the
Selected Labor Level drop-down menu to select the next labor level to configure.
Clicking Assign Labor Levels to One Employee allows you to assign one employee to any
defined labor levels. In Paychex Time and Labor Online, you have multiple ways to assign
employees to different labor levels. You can assign employees one at a time, in multiples, or
by employee member groups.
Employee Test
2. To assign the selected employee, highlight the desired labor level by clicking a
selection in the box below. Press Ctrl to select more than item at a time.
3. After you highlight your selections, click the arrow pointing in the direction of the
Assigned to box.
The Assign Labor Level to Multiple Employees option allows you to assign multiple
employees to any defined labor levels.
1. From the Employee Group drop-down menu, select an employee member group,
or press Ctrl + click to select multiple employees.
2. Click the arrow icon pointing to the blank Selected Employees box.
From the Admin home page, you can manage employees, link to configuration screens, and
administer your company’s Paychex Time and Labor Online account.
Exceptions Section
I
If you have employees that web punch or punch using a time clock, there may be times when
employees forget to punch. Missed punches are called exceptions. The Exceptions section flags
missing clock in or out punches. Exceptions should be resolved on a daily basis.
Resolving Exceptions
1. Click on the link in the Exception column. The employee’s time sheet displays.
2. Resolve the exception by adding the indicated punch type or further editing the timesheet.
Note: To display a detailed view of multi-day requests, click the details icon. . The icon only
displays next to requests that are greater than one day. In this view, you can approve or
deny all days or individual days of the request.
Filter Options
Field Description
Employee Group: Select the employee group in which you wish to search.
Status: Select the status to include in the search. Valid options:
• Pending (default)
• All
• Approved
• Denied
• Incomplete
• Partial
Type: Select the type (vacation, holiday, sick) to include in the search.
Employee Search: Search by employee name or employee ID.
Submitted Date: To search by the submitted date, type the submitted date, or
click to select the date.
Requested Date: To search by the requested date, type the date of the request, or
click to select the date.
Sort Options
Time off requests can be sorted by clicking the column header hyperlink. The information in the
column displays in ascending order. The default sort order is Employee ID (in ascending order).
Note: The Action and Available Balance columns are not available for sorting.
Icon Description
Displays detailed information about the selected request.
Note: When Benefits are administered by the Paychex Preview Payroll application, the Current
Balance and Available Balance columns display.
On this page, employee names with approved time off display on the specific dates. You can also
process pending requests.
3. Click Apply.
Note: The reports listed in this section are the same under each employee, regardless of the
current employee selected for all public reports. Reports are employee-specific only
when designated as private reports in the report scheduling process.
Setting Description
Report Name Click Report Name to view the report.
Delete Button To delete the report, check the checkbox next to the
report; then click Delete Marked Reports.
Search Section
The Search section of the Admin home page helps you find employees quickly. You can search by
name, employee number, badge number, or social security number. You can also filter to display only
the members of a particular department.
Note: Several features in Paychex Time and Labor Online allow you to perform actions on
the results of a search.
Example: The Quick Message feature allows you to send messages to all the people in the
current search results list. If you wanted to send a message to everyone in the Tax
department, you could first perform a search and then use the Quick Message
function to send the message.
•. Search for: Enter the search term. This can be the whole or part of the name of an
employee. Click Search Tips for additional information.
•. Search by: Select the field in which you wish to search. The options allow you to
search by First or Last Name, Badge Number, Employee ID, and Social Security
Number.
•. Employee Group: Select the employee group in which you wish to search.
• Sort by: Select the field by which you wish to sort. This option allows you to sort the
results of your search by First or Last Name, Badge Number, Employee ID, and Social
Security Number.
3. To perform the search, click Search. The Search Results section displays the employees
who match the specified criteria.
Search Tips
Wildcards
Paychex Time and Labor Online allows you to use wildcards in searches. Wildcards
represent unknown characters in a search. For example, if all you knew was that Mary’s last
name started with S, you could use wildcards to enter all the characters after the S. Your
results display everyone whose last name begins with S, followed by any other characters.
Wildcards are helpful in a variety of situations. For example, searching for everyone whose
name starts with a particular letter or a range of letters such as A - L, or searching for a name
that you are not sure how to spell.
For more powerful searches, wildcards can be used in combination. Paychex Time and Labor
Online recognizes the wildcard characters listed below.
Character Description
% Stands for any number of characters. Place this wildcard wherever the
unknown characters are.
c. In the Search in field, select the department of your choice or leave <All
Departments> to search all employees in the organization.
c. In the Search in field, select the department of your choice or leave <All
Departments> to search all employees in the organization.
c. In the Search in field, select the department of your choice or leave <All
Departments> to search all employees in the organization.
c. In the Search in field, select the department of your choice or leave <All
Departments> to search all employees in the organization.
Note: Some Paychex Time and Labor Online features and pages allow you to perform
actions on the current search result list. For example, you could assign a department
to everyone in the Search Results list.
Select an Employee
In the Search Results list, click the employee’s name. The employee’s name displays in the
Current Employee section.
Setting Description
Add Employee Select this option to add a new non-PNG employee to
the system.
Edit Employee Select this option to edit the current employee’s
information or click the employee’s name, as
described previously.
Previous Employee Select this option to change to the previous employee.
Note: Select the Personal Settings icon to customize the employee summary fields.
Add an Employee
1. In the Current Employee section, click Add Employee. The Add Employee page displays.
Field Description
First Name Type the employee’s first name.
Last Name Type the employee’s last name. This field is
required.
Middle Name Type the employee’s middle name or initial.
Title Type the employee’s business title.
Employee Number Enter the unique ID number that identifies this
employee. This field is required. This field is
alphanumeric.
Field Description
Phone 1 Type the employee’s primary contact phone
number.
Street Type the street address for the employee.
Phone 2 Type the employee’s alternative contact phone
number.
City Type the employee’s city.
E-Mail Type the employee’s e-mail address in the
format: name@domain.suffix
State Type the employee’s state.
Zip Type the employee’s zip code.
Note: Default departments and default jobs display only when editing an employee.
Field Description
Payroll Policy Select the payroll policy template that applies for this
employee.
Salary Type Select the appropriate salary type for the employee.
The options are:
• Salaried
• Hourly
• Non-Exempt
• Exempt
Pay Rate Type the employee’s pay rate. This calculates
according to the option selected in the Salary Type
field. Salaries should be yearly.
Non-Paid Individual Select Non-Paid Individual to add a non-paid
individual to track hours and run reports only.
Shift Differential Select the shift differential template for the
employee.
Charge Rate Select the Charge Rate applicable for this
employee.
Enforce Schedule Select whether the employee is to be restricted to
working his or her schedule. If this setting is
checked, the employee can only clock in or out when
scheduled to clock in or out.
Holiday List Select the holiday list applicable for this employee.
Enforce lunch Select whether new employees are restricted to
lunch by default.
BENEFIT Section
Field Description
Use Accrual Rule Check this box if you want Paychex Time and Labor
Online to use a benefit policy accrual rule to accrue
benefits on an ongoing basis, in addition to the
starting balances for vacation, sick, and personal.
Accrual Rule Select the benefits accrual rule, also called benefit
Policy, applicable for this employee.
Reset Date Type the benefits reset date for this employee. The
benefits reset date is the date on which the
employee’s yearly benefits accrual starts over. Reset
dates can be globally set for the entire company or
set individually for each employee. If the Use Global
Benefits Reset Date option is selected on the
General Configuration page, this field displays
<global> and cannot be changed.
Initial Vacation (Hrs) Type the number of vacation hours available to this
employee.
Initial Sick (Hrs) Type the number of sick hours available to this
employee.
Initial Personal (Hrs) Type the number of personal hours available to this
employee.
These fields are specific to your company. See the Custom Personal Information page for
details. Where applicable, enter the corresponding information for each custom field.
Field Description
Allow this Employee to Check this option if the employee can access to the
Access the system Paychex Time and Labor Online Employee page or
through the Web Admin Home page. If this setting is not checked, the
employee can not access the application.
Generate default login Check this option to auto populate the Web Login ID,
information Password, and Confirm Password fields based on
employee defaults.
Web Login ID Type the login ID for this employee. This is the login
the employee uses when accessing Paychex Time
and Labor Online.
Field Description
Reset Invalid Select to unlock a locked MyPaychex.com user’s
Password Lock TLO account when the user attempts to log into TLO
directly, fails to provide the correct credentials, and
is locked out of TLO due to too many failed attempts.
Password Type the password for this employee.
Field Description
IP Access Policy Select the appropriate IP access policy for this
employee. This policy restricts the locations
from which the employee can access the
Paychex Time and Labor Online site.
Allow Employee to Select this option if the employee can use
clock in/out through Paychex Time and Labor Online to clock in
the Web and out, clock to lunches and breaks, and
transfer departments and jobs.
Allow Employee to Select this option if the employee can submit
submit Timesheets timesheets through Paychex Time and Labor
for Online.
Work Hours Select this option if the employee can submit
timesheets for hours coded as the work pay
type.
Default Clock-In Enter the default clock-in time for work entries
Time submitted through timesheets.
Non-Work Hours Select this option if the employee can submit
timesheets for hours coded as non-work pay
types. This includes hours coded as vacation,
sick, personal, etc.
Non-Work Pay Type Select at least one non-work pay type from the
Filter choice boxes to determine which pay types an
employee can access via the time sheet.
Default Non-Work Select this option if hours coded to the non-
Hours to “Paid” work pay types are to be paid by default.
Default Non-Work Select this option if hours coded to non-work
Hours to “Apply to pay types are to be included in overtime by
Overtime” default.
3. To save the entry, click Apply. The Confirmation page displays to confirm
the employee was added.
Note: The employee is not added and the entry is lost if you do not click Apply.
2. In the Current Employee section, click the employee’s name or click Edit. The Edit
Employee page displays.
3. Edit the settings as appropriate. For more details on these settings, refer to Adding an
Employee.
4. To save the entry, click Apply Changes or Apply and Return Home.
Note: The employee is not added and the entry is lost if you do not click Apply
Changes or Apply and Return Home.
Icon Description
The Expand View icon displays detailed information about the selected
shift and allows you to edit, add, or delete
information.
The Red X icon allows you to delete the selected shift.
The current week’s timesheet summary displays the Regular, OT1, OT2, and Unpaid time.
Terminology
The following table defines some of the terms used in timesheets. Refer to the figure of a
timesheet below for further reference.
Term Definition
Shift A Shift is a block of time.
Work Shift A Work Shift is a shift defined by a clock in and a
clock out, usually entered by the employee
punching in and out. Administrators can also enter
work shifts for an employee through the Day
Timesheet page, if necessary.
Non-work Shift A Non-work Shift is a block of time associated with
a pay type other than work and is usually entered
by the administrator through the Day Timesheet
page. Employees who have been given permission
to submit timesheets for non-work hours can also
enter non-work shifts.
Shift Detail A Shift Detail is an action that occurs while an
employee is clocked in. Shift details only exist
within a shift. There are five shift details:
• Start Lunch
• End Lunch
• Start Break
• End Break
• Transfer
Add a Partial Shift Select the Add a Partial Shift function to add any of
the prior details.
Mass Transaction Mass Transaction Editor allows the administrative
Editor user to add a pay adjustment to an individual
employee or multiple employees for closed pay
periods.
1. Click Add Work Shift. The Add Single User Work Shift for ALLEN, JEFFERY page
displays.
SHIFT Section
Field Description
Action Select the appropriate action (Clock In, Clock Out, Start Lunch
etc.).
Date Type the date of the clock in or click the Date Picker icon to
navigate in the calendar.
Time Type the time for the clock in.
Supervisor Notes Type any notes you wish to associate with the clock-in entry.
Employee Notes Displays any notes that the employee entered.
Supervisor Approved Select this option to approve the shift entered.
Swipe and Go When this option is selected, TLO does not define the type of
punch entered (Clock In, Clock Out, Start Lunch, etc.). TLO only
records the time of the punch.
Date Type the date of the clock out.
Time Type the time for the clock out.
Recurrence Section
This section defines a recurring pattern for the shift. By default, the recurrence is set to
zero to indicate that the shift should be entered only once. Entering a number in the
recurrence section causes the shift to be duplicated for the number of days specified.
Use this when entering the same basic information for several days in a row. As an
example, you could use this option to add a shift for the entire work week, if necessary.
Field Description
Duplicate this entry Type the number of additional days for which to
for the next XX days create this entry.
Include weekends By default, Paychex Time and Labor Online
when creating duplicates the entries only on weekdays. Select
recurring entries this option if Paychex Time and Labor Online is
to also create entries on weekend days.
3. To complete the entry, click Apply. The Time Sheet page displays the new entry.
1. Click Add Non-Work Shift. The Add Single User Non-Work Shift for ALLEN,
JEFFERY page displays.
Field Description
Pay Type Select the pay type to associate with this shift.
Date Type the date for the shift.
Number of Hours Type the number of hours for the shift.
Notes Type any notes you wish to associate with this
shift.
Employee Notes Displays employee notes.
Supervisor Approved Select this option to approve the non-work
time entered.
Mutual Consent to Select this option when the total work period
Waive Period per day is more than six hours. This allows
the meal period to be waived by mutual
consent and automatically changes the
additional hour to zero.
Pay Level Select whether non-work time is paid at
regular, OT1, OT2, or unpaid.
Apply towards OT Select whether the hours apply towards
overtime for the week.
Duplicate this entry for the next XX days: Type the number of additional days for which
to create this entry.
3. To complete the entry, click Add Shift. The Day Timesheet page displays with the new
entry.
Edit Timesheets
1. In the Current Employee section, verify that the employee displayed is the one whose
timesheet you wish to edit.
3. Change the In Time or Out Time cells that correspond to the day you want to change
and click the Save icon. Or, edit the shift by clicking the Expand Timesheet icon
(magnifying glass), The Timesheet Detail page displays.
4. Change the value in the Time field for clock in, clock out, and labor levels, add a note,
and click Apply to update the timesheet.
Delete a Shift
Use the Delete a Shift section if someone enters a shift in error. This can happen when an
employee double punches
1. Navigate to the date on which the shift you wish to edit occurred.
3. To confirm the deletion, click Yes. To cancel and return to the Day Timesheet page,
click No.
Field Description
Action Select clock in, out, start lunch, start break,
end lunch, end break, or transfer option.
Date Type the date for the detail. This must be the
same date as the shift in which you are
entering the detail.
Time Type the time for the detail. This must be
within the range of the shift in which you are
entering the detail.
Supervisor Notes Type a note if appropriate.
Employee Notes Displays a note that an employee has
entered.
Supervisor Approved If the shift entered is approved, select this
option.
Swipe and Go Select this option if detail is Swipe and Go.
Recurrence Section
This section defines a recurring pattern for the entered shift. By the default, the recurrence is
set to zero to indicate that the shift is entered only once. Entering a number in the recurrence
section causes a duplication of the shift for the number of days specified. Use this when
entering the same basic information for several days in a row. You could use this to enter
time for an employee out of the office at training for a week, for example.
You can approve timesheets on a daily basis from the Time Sheet section.
1. Navigate to the date for which you would like to approve timesheets.
2. Above the shift you would like to approve or disapprove, click Supervisor Approved.
The link changes to reflect your request.
Note: Timesheets can also be approved through the Timesheet Approvals link.
Select the Time Sheet Approvals link to view the Timesheet Sheet Approval page. Use this
page to list employees with unapproved or approved time within a specified date range. Once
identified, group approvals or unapprovals can then be performed collectively.
Note: An asterisk displaying to the right of a day of the week indicates that the
timesheet is unapproved.
1. In the Current Employee section, verify that the employee displayed is the one for which
you wish to approve or disapprove timesheets. If not, select the name from the Search
Results section.
Field Description
Date Filter Based on Payroll Policy: Use this option to select
a date range specified in one of the policies. You
must select a new payroll policy from the pick list to
change the payroll policy.
Previous: Use this option to return to the previous
pay period for the selected policy.
Current Pay Period: Use this option to select the
current pay period for the selected policy.
Next: Use this option to advance to the next pay
period for the selected policy.
User Defined: Use this option to enter any date
range.
Employee Filter Show employees:
• With Unapproved-time
• That are Approved
Note: Processing a large number of approvals can take some time. To finish
timesheet approvals, select all the employees that need their timesheets
approved, then click Approve Checked Employees. This approves the
selected employees and generates a timesheet audit trail of the transaction.
You can also refer to the legend to explain any icons that can display next to
an employee’s name.
To finish timesheet approvals, select all the employees that need their timesheets approved
and click Approve Checked Employees. This approves the selected employees and
generates a timesheet audit trail of the transaction. You can also refer to the legend to
explain any icons that can display next to an employee’s name.
Schedule Section
The Schedule section is a convenient display of the current employee’s generated schedule for the
specified week. Schedules must generate before they display here.
Navigate in Schedule
The current week’s schedule displays by default, but you can easily navigate to other weeks.
Click Edit Schedule to change the employee’s schedule. The Week Schedule page displays.
1. Verify or enter shifts per day by entering the maximum number of shifts per day needed for
the selected Schedule Template.
1. For each shift for each day that needs to be edited, modify the settings as appropriate:
a. Start time: Type the starting time for the shift. Times should be entered in 12-hour
format.
b. End Time: Type the starting time for the shift. Times should be entered in 12-hour
format.
2. To complete the edits, click Update. The screen refreshes to reflect the changes.
2. Repeat step 1 until the employee displays the correct number of weeks for the
employee’s rotation.
Note: After you add all of the weeks, the schedule rotation weeks display in the order
they occur in the future. The date next to the week number indicates the next
time that that schedule occurs in the rotation.
3. Select the Schedule Template for each week in the rotation that applies to this
employee.
Express Scheduler
The Express Scheduler allows for a prompt approach to adding weekly schedules for one or
many employees. Access this feature through the home page under the schedule section.
Access the Express Schedule by using the Express Scheduler link in the Schedule Menu.
In the Express Scheduler, there are fields for Week Starting date, First and Second Labor
Levels to Display, Employee Group filter along with a link to Default Labor Level Filter.
1. In the Week Starting field type the week start date that the Express Scheduler displays.
2. In the Labor Levels to Display field use the drop-down menus to select which labor levels
must be displayed in the Express Scheduler.
3. In the Employee Group field use the drop-down menus to filter which group of employees
displays in the Express Scheduler by Employee Group.
4. Click Default Labor Level Filter to filter which group of employees to view in the Express
Scheduler by Labor Levels.
5. Click Apply to apply filter and return to the setup screen of the Express Scheduler.
6. After all the filters are set, click Apply to access the Express Scheduler. The Express
Scheduler displays current assigned schedules for selected Employees.
7. To use the Express Scheduler, complete the appropriate data for selected employee(s),
then click Apply Changes. If your have employees on the next page, click Apply and go to
next page.
Notes: In the start and stop times, a.m. and p.m. are not case sensitive.
Example: 8 am, 8:00, 08:00, 8p.m., 20:00. are all valid entries.
8. To add labor level information click the Assign Labor Levels icon (magnifying glass). On the
Select Labor Levels screen, select from the lists of labor levels that you wish to assign.
Note: Use the icon to copy the day’s information to the next day.
Before: After:
10. Click Add Shift to add another shift for that employee for that week.
11. Click Apply at the bottom of the page to apply the changes made to the employee’s
schedules.
1. Verify that the employee to whom you wish to grant the adjustment displays in the Current
Employee section.
Field Description
Type Select the adjustment type for this adjustment.
Date Type the posted date for this adjustment.
Amount Type the dollar amount for this adjustment.
Notes Type any notes you wish to associate with this
adjustment.
Note: This section is hidden by default. The Pay Adjustments Section includes the following:
Field Description
Day The day you recorded the adjustment.
Date The date you recorded the adjustment.
Type The adjustment type for the pay adjustment.
Amount The monetary amount of the adjustment.
Notes The notes entered with the adjustment.
Total The total of all adjustments for this employee
during the selected period.
Navigate in Adjustments
The current week’s adjustments display by default, but you can easily navigate to other
weeks.
Edit Adjustments
1. Navigate to the week/day you wish to view or edit.
4. Click Update.
Employees receive sent messages when they log onto their home page.
To Send a Message
1. Enter the settings as appropriate:
Field Description
Message Type the message you wish to send.
Expires Type the message’s deletion date.
Send to Select the recipient(s) of the message.
2. To send the message, click Send. The Confirmation page displays to indicate that the
message went through successfully.
Benefits Section
The Benefits section provides you with a brief look at the current employee’s benefit accruals. The
Amounts cannot be changed in this view. The Benefits section includes the following:
Column Description
Column 1 The name of each benefit type within the selected employee’s benefit
policy.
Initial The initial number of hours given to the employee or those that rolled over
from the previous accrual period.
Granted The current benefit hours accrued, based on the benefit template
assigned to the employee and the accrual reset date.
Used The amount of benefit time used by the employee for the specific pay
type, for example, Vacation.
Note: When Benefits are administered by the Paychex Preview payroll application, the
Initial, Granted, and Used columns are replaced with Current Balance, Approved,
and Available Balance. Additionally, the Benefit types are not linked. The Current
Balance is updated as payroll updates occur from Preview.
Column Description
Current The current balance is fed to TLO from Preview.
Balance
Approved • All the time approved for the current pay period or in the future.
• Any time off added manually for the current pay period or a future pay
period by the supervisor.
Available The difference between the Current Balance and Approved columns.
Balance
Note: When the Hide Benefits feature is set to “Yes”, the Initial, Granted, and Used
columns do not display; and the Benefit types are not linked.
Field Description
Pay Types The name of the pay type.
Initial The initial number of hours given to the employee or
those that rolled over from the previous accrual
period.
Accrued The number of accrued hours based on the benefits
accrual rules established.
Used The amount of time used or taken by the employee
since the accrual reset date. This number calculates
based on the vacation, sick, or personal shifts
entered for the employee.
Balance The current available balance for the employee.
Paychex Time and Labor Online calculates this
number using the following formula:
(initial time + time accrued) – (time used) = time left
Enter the starting time on the Edit Employee page.
Calc-Thru The benefit calculates through this date.
Reset Date The date on which the benefit is reset
Recalculate this This link opens a page where you can recalculate an
employees employee’s benefits. Refer to the Recalculate
benefits Employee Benefits section for more information.
1. In the Current Employee section, verify the employee selected is the employee you wish to
edit. From the Admin home page, click Pay Type.
2. Click Recalculate this Employee’s Benefits. The Recalculate Benefits Screen displays.
3. Select the checkboxes next to the pay types you wish to recalculate.
4. Type the appropriate changes in the Initial time, Initial Time Accrued, or Starting On
columns.
• The Recalculate through Date overrides the benefit accruals Calc Thru Date,
which is set in the General Configuration section. This date must be prior to
today.
• To recalculate benefits using different recalculate through dates, start with the
latest date and work backwards. Each operation, when complete, returns you to
this page. Refresh your browser to see the recalculated values.
• When the Hide Benefits feature is set to “Yes”, the Initial, Granted, Used, and
Balance columns do not display.
7. Click Return for the Detailed Benefits for Employee screen to review the recalculation.
Note: Before this field can accept any information a Custom Personal Information field needs
to be added by the administrator, through the Configuration link,
2. In the Current Employee section, click the employee’s name or click Edit. The Edit
Employee page displays
Reports Link
The Reports page provides access to all available reports in Paychex Time and Labor Online and
allows you to generate schedule reports for your company.
• Any of your company’s Paychex Time and Labor Online administrators can view public reports.
• Only the administrator who originally requested the report can view a private report.
Term Description
Request Refers to specifying the elements for a report, such
as: filters, date ranges, and when to schedule the
report. A report request does not display any
specific data. It displays the parameters for the
report.
Schedule Refers to specifying a time and/or recurrence for
Paychex Time and Labor Online to run a report.
Generate Refers to running the report at its scheduled time.
Reports are queued so that they do not slow down the response times of customers working in
Paychex Time and Labor Online. Scheduling a report to be generated is a simple process.
3. Indicate how you would like it scheduled: one time or recurring, and when.
Note: You can request an e-mail notification when the report is ready. It is very helpful to
schedule some reports on a recurring basis. This allows you to have key reports
available at regular intervals, especially if they are requested frequently.
Example: If you need a payroll report every Friday at noon for the previous week’s hours,
you can schedule the report to run every Thursday night at midnight. The report is
ready for you automatically when needed.
The settings available depend on the report selected. Enter the settings as appropriate.
Field Description
Description Describes the attributes of the report you
selected.
Report Information Defines how Paychex Time and Labor Online
refers to this report and who can view it.
Field Description
Date Ranges Select the dates to run your report.
Field Description
Generate Report Define when to run the report.
Enter e-mail to If desired, type the e-mail address where you wish to
send report as send the notification.
attachment when
completed.
Note: When you return to the Reports page, the name of the report request displays
in the My Scheduled Reports list. The expected creation time displays in the
To Be Queued column. If you select As Soon as Possible for the creation
time, Not Scheduled displays because Paychex Time and Labor Online
already generated the report.
• Applicable Large Employer Report - This report calculates the total number of Full Time
employees and Full Time Equivalent (FTE) employees per month as defined by the Employer
Shared Responsibility provisions and lists all employees' Total Paid Hours.
• Applicable Large Employer Scheduled Report - This report calculates the total projected
number of Full Time and Full Time Equivalent (FTE) employees based on the employer’s
schedules for a month as defined by the Employer Shared Responsibility provisions and lists
all employees' Total Scheduled Hours.
• Approaching Threshold Hours Report - This report lists employees and their number of
hours worked within a specified date range.
Refer to the instructions included with each report for additional information.
Paychex also has a robust suite of Employer Shared Responsibility reporting, administrative, and
benefits solutions, to help you with the Employer Shared provisions, Visit the Paychex Employer
Shared Responsibility website at http://www.paychex.com/health-reform/esr/ for additional
information.
Note: Only reports that are re-run display in the My Scheduled Reports section when you:
or
• modify the file name or file type, and do not select the Create New Scheduled
Report option.
Setting Description
Report Type The type of report you wish to generate is indicated
by an icon in front of the report’s name.
Report Name Displays the name you gave to the report when
creating the report request.
To Be Queued Displays the next time the report is generated. Not
Scheduled displays if the report request is non-
recurring.
Delete Marked Allows you to delete a report request when it is
Scheduled Reports no longer needed.
Note: Paychex Time and Labor Online indefinitely stores your report request criteria, so
you can re-generate them.
1. In the My Scheduled Reports section, click the name of your report template. The
Report Criteria page displays the report’s settings.
1. Click Delete next to the report request you wish to delete. The Confirmation page
displays.
2. To complete the deletion, click Delete Report Name where the Report Name is the
name of the report you selected, or to cancel, click Cancel.
3. When the deletion is complete, the Reports page displays. The deleted report no longer
displays under My Scheduled Reports.
Public Reports
TLO reports that are run as Public reports will only display in the Generated Report section for
users that have access to run Public reports. These users have access to run the report,
however, they are unable to change any report settings. Public reports will display under Other
Users Scheduled Reports for users that do not have access to run Public reports. The report only
displays the information for your direct reports, depending on your group access.
Schedules Link
Paychex Time and Labor Online allows you to generate schedules for your employees. In addition to
being useful information for you and your employees, schedules are also used by Paychex Time and
Labor Online to track attendance. Actual clock in and out times are compared to the scheduled clock
in and out time to generate reports on tardiness and scheduled versus actual work. From the
Schedules page, you can generate new schedule templates, assign templates to employees, and
generate schedules.
Field Description
Sender Displays the name of the person who sent the message.
Expires Displays the date on which this message expires. The
message automatically deletes on that date.
Message Displays the text of the message. You can modify this
text by typing in the message box, then clicking Update.
Update After making an edit to the message, click Update to
save the changes.
Delete To delete a message, click Delete.
Modify a Message
You can modify a previously sent message:
Note: You must click Update to save changes. The page displays the new message.
Delete a Message
You can delete a message before it expires. Paychex Time and Labor Online deletes the
message automatically when it expires.
1. Next to the message you wish to delete, click Delete. The Confirmation page displays.
2. To confirm the deletion, click Delete, or, to cancel and return to the Message Center page,
click Cancel.
Import Link
Importing employees is a good choice when first setting up your Paychex Time and Labor Online
account, as it allows you to enter employee records quickly as well as any updated employee
information you changed in payroll.
There are some factors to consider; however, to ensure that you import successfully.
• You must put the employee listing in a specific format (.csv file).
• You can perform multiple imports. Keep in mind that each subsequent import updates and
appends your current records. An import updates employee records in the Paychex Time and
Labor Online database and adds new employee records, based on the unique employee ID
number. Because you can affect large quantities of data, verify you are thoroughly prepared and
organized before beginning any import operation.
Configuration Link
The Configuration page contains links to all the pages within Paychex Time and Labor Online that
helps configure your company’s account. The Configuration page links to other pages within the site
that are documented elsewhere in this manual. The instructions in this chapter describe how to use
the Configuration page and how to use cross-references to locate appropriate documentation for the
linked pages. For more information and details, refer to the Configuration page.
Audit Links
The Audit page contains links where you can view Employee Updates, Time Card Export Log and/or
Labor Level Export Matrix Audit Log.
Example: If you update the employee’s address in HRO, the change displays in the TLO
audit.
• Time Card Export Log: Preview clients have this option to export a history of all employee
hours and/or punch data from TLO to Preview.
• View Labor Level Export Matrix Audit Log: Use to identify and track changes to the Labor
Level Export Matrix.
• Employee Name
• Out
• Working
• At Lunch
• On Break
• Last Transaction Time
• Notes
Colored push-pins in the columns indicate if the employee is out for the day, working, at lunch, or on
break. For example, a red push-pin in the Out column indicates that employee clocked out; a green
push-pin in the working column indicates that the employee is currently clocked in. The Notes column
displays notes that the employee entered at his or her last punch. By default, the Status Board
displays all employees. The number of pages needed to list all employees displays at the bottom of
the employee listing.
1. Click Change Labor Level then select the Labor Level to display from the drop-
down menus.
3. Go to Admin home. You can then view your report under the Generated Reports
section.
Personal Settings
Paychex Time and Labor Online allows each employee to customize their own workspace in a variety
of ways. The settings that an employee can customize are:
These settings store with the employee’s user profile, and are available from any authorized
computer when an employee logs in.
Section States
In Paychex Time and Labor Online, you can customize the section states of your Employee home
page. You can maximize, minimize, or hide sections. Understanding these states is helpful when
customizing the personal settings for your Employee home page. The following describes the
three section states:
State Description
Maximize In the maximized state, a section’s label and its
content are visible. We recommend this state for
sections you use frequently because it gives you
the fastest access to a section’s contents and
actions. When you first visit Paychex Time and
Labor Online, all sections are
maximized, except for Pay Adjustments.
Minimize In the minimized state, the section’s label is visible,
but its content is not. We recommend this state for
sections you use occasionally. Pages with
minimized sections display faster because less
information needs to be transferred from the
Paychex Time and Labor Online servers to the
user’s screen. The content of a minimized section
is readily maximized by clicking its label.
Hidden In the hidden state, neither the section’s label nor
its content is visible. You cannot see the section at
all. This state is recommended for sections you
rarely or never use. Pages with hidden sections
display faster than pages with maximized or
minimized sections.
Select the appropriate state for each Employee home page section.
Sections
Change the default state for the sections of your Admin home page by selecting a state for each
section. For more information on the different states available, refer to Section States.
Search Settings
Specify how many names to display per page. Type the number in the Search Results section of
the Admin home page.
Note: This section displays only if you have administrator rights to Paychex Time and Labor
Online
Sections
Change the default state for the sections of your Departments page by selecting a state for
each section. For additional information on the different states, refer to Section States..
Labor Levels
The name of this section refers to defined labor levels in your account.
To display the labor level’s number next to its name you can select in on-screen views and
drop-down menus. To display labor level numbers and names on-screen, click Yes, or, to
display only the labor level name, click No.
• Number of employees to list per page: Type the number of employees to display on
each page of the Status Board list.
• Status board refreshes every X minutes: Type how often you wish the Status Board
to refresh. Type 0 if you do not want it to refresh.
Field Description
Color Theme Select a theme: Select a color scheme to apply.
Size Type a default width in pixels for pages in your browser.
If you are unsure, leave this setting at 720.
Formats Define a look for page content.
Custom Reporting
The Custom Reports page provides access to customizable reports that allow the user to define the
parameters of a report. With Custom Reporting, users navigate through a series of screens with
options for defining filters, sorting, subtotals, totals, display headings, and settings about field access
that can be viewed in a browser, emailed, or downloaded to a preferred format (.xls, .pdf, .xml, .csv,
.rtf, or .tiff).
Refer to the Data Export Field Mapping Document at the end of the chapter for a list of all available
fields that you can export and their location within the application.
Note: The Custom Reporting page only displays upon request. Please contact
your TLO administrator or Paychex representative to activate this feature.
• To create a custom report, refer to Create New Report or Export in this section.
Setting Description
Create New Report or Export Displays step 1 of 5 of the Create New Report or Export
screens.
Report Name Displays the name you gave to the report when creating the
report request. Clicking a report name brings you to step 5 of
the Create New Report or Export process so that you can
generate the report. All existing data is pre-populated.
Access Displays the appropriate value for each custom report. Access
only displays in the My Scheduled Custom Reports section.
Valid values: Public, Private
Type Displays each custom report’s type based on the Type
selected during step 1 of Create New Report or Export. Valid
values: Company, Employee
Last Modified Displays the date each custom report was last modified. The
date and time format is determined by the preferences set in
Personal Settings.
Creator Displays the creator of each custom report. Creator only
displays in the Other Users’ Scheduled Custom Reports
section.
To Be Queued Displays the date and time of a queued report. The format is
determined by the preferences set in Personal Settings.
• To create a custom report, refer to Create New Report or Export in this section.
Note: Click a Step number icon to jump between steps. Default values are used in any steps
jumped.
2. Click Create New Report or Export. The Custom Reporting: Create New Report or Export -
Step 1 of 5 screen displays.
3. Type a report name in the Report Name: field. This is a required field.
5. If applicable, select the Discard Duplicate Information check box to ensure duplicate
information does not print on the report.
6. Select the information from the Choose Information for Report list that you want to add to the
report, then click >> to move the information to the Information in Report list. Press and hold
Ctrl or Shift to select more than field at a time.
Note: The Report Gauge updates as information moves to the Information In Report
box. The more information you select, the longer it takes the report to run.
50 – 100%
25 – 49%
1 – 24%
0%
7. Click Next >>. The Custom Reporting: Create New Report or Export - Step 2 of 5 screen
displays.
8. Complete the applicable fields. Choose basic reporting filters from the applicable fields. If you
need advanced filters, click Employee Filters or Schedule Filters from the Choose Advanced
Reporting Filters section.
9. Click Next >>. The Custom Reporting: Create New Report or Export - Step 3 of 5 screen
displays.
10. Add applicable sorting options from the Report Information and Direction drop-down menus.
Note: In some cases, you can subtotal specific fields depending on the sort options you
selected.
11. Click Next >>. The Custom Reporting: Create New Report or Export - Step 4 of 5 screen
displays.
12. Choose Additional Options you want for the report (rename column headers, add grand totals,
add averages, etc.
13. Click Next >>. The Custom Reporting: Create New Report or Export - Step 5 of 5 displays.
14. Click the applicable Report Header information radio button to include or suppress header
information.
15. Select the applicable Access to Report or Export option from the drop-down menu to make the
report or export only available to you (private) or all users (public).
16. Select the report format from the Report Format drop-down menu.
• Microsoft Excel file (XLS)
• XML
• CSV
• PDF
• RTF
• TIFF
17. Enter email addresses to send the report to when completed in the Email field. Click Add
Another to enter another email address.
18. Click the applicable Scheduling option to schedule as soon as possible or to run at a specific
time.
2. Click for the applicable custom report that you want to edit. The Custom Reporting: Create
New Report or Export - Step 1 of 5 screen displays.
3. Type a report name in the Report Name: field. This is a required field.
5. If applicable, select the Discard Duplicate Information check box to ensure duplicate
information does not print on the report.
6. Select the information from the Choose Information for Report list that you want to add to the
report, then click >> to move the information to the Information in Report list. Press and hold
Ctrl to select more than one line of information at a time.
Note: The Report Gauge updates as information moves to the Information In Report box.
The more information you select, the longer the report takes to run.
7. Click Next >>. The Custom Reporting: Create New Report or Export - Step 2 of 5 screen
displays.
8. Complete the applicable fields. Select basic reporting filters for the applicable fields. If you need
advanced filters, click Employee Filters or Schedule Filters from the Choose Advanced
Reporting Filters section.
9. Click Next >>. The Custom Reporting: Create New Report or Export - Step 3 of 5 screen
displays.
10. Add applicable sorting options from the Report Information and Direction drop-down menus.
11. Click Next >>. The Custom Reporting: Create New Report or Export - Step 4 of 5 screen
displays.
13. Click Next >>. The Custom Reporting: Create New Report or Export - Step 5 of 5 displays.
14. Click the applicable Report Header information radio button to include or suppress header
information.
15. Select the applicable Access to Report or Export option from the drop-down menu to make the
report or export only available to you (private) or all users.
16. Select the report format from the Report Format drop-down menu.
• Microsoft Excel file (XLS)
• XML
• CSV
• PDF
• RTF
• TIFF
17. Enter email addresses to send the report to when completed in the Email field. Click Add
Another to enter another email address.
18. Click the applicable Scheduling option to schedule as soon as possible or at a specific time.
A copy of the report is created in the My Scheduled Custom Reports section with Copy appended to
the report name. You can edit or generate the report.
Employee Data Type Fields Time & Labor Online Field Location
Benefit Adjustments | Day Admin | Home | Benefits | Benefit Type | Benefit Adjustment | Day
Benefit Adjustments | Date Admin | Home | Benefits | Benefit Type | Benefit Adjustment | Date
Benefit Adjustments | Hours Admin | Home | Benefits | Benefit Type | Benefit Adjustment | Hours
Benefit Adjustments | Notes Admin | Home | Benefits | Benefit Type | Benefit Adjustment | Notes
Benefit Adjustments | Pay Type Code (Benefit Admin | Configuration | Pay Types | Code
Adjustment)
Benefit Adjustments | Pay Type Description Admin | Home | Benefits | Benefit Type | Benefit Adjustment | Type
(Benefit Adjustment)
Custom Fields | Custom Field Name Admin | Home | Edit Employee | Custom Field Name
Employee | Accrual Rule Admin | Home | Add/Edit Employee | Employee Benefits | Accrual Rule
Employee | Allow Employee Clock In/Out Web Admin | Home | Add/Edit Employee | Web Access | Web Access Settings |
Allow Employee Clock In/Out Web
Employee | Allow Submittal Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Time Sheet Submittal | Allow Submittal
Employee | Badge Number Admin | Home | Add/Edit Employee | Employee Information | Badge Number
Employee | Benefit Start Date (Employee) Admin | Home | Add/Edit Employee | Employee Benefits | Benefit Start Date
Employee | Charge Rate (Employee) Admin | Home | Add/Edit Employee | Payroll Information | Charge Rate
Employee | Contact City Admin | Home | Add/Edit Employee | Contact Information | City
Employee | Contact Email Admin | Home | Add/Edit Employee | Contact Information | E-mail
Employee | Contact Phone 1 Admin | Home | Add/Edit Employee | Contact Information | Phone 1
Employee | Contact Phone 2 Admin | Home | Add/Edit Employee | Contact Information | Phone 2
Employee | Contact State Admin | Home | Add/Edit Employee | Contact Information | State
Employee | Contact Street Admin | Home | Add/Edit Employee | Contact Information | Street
Employee | Contact Zip Admin | Home | Add/Edit Employee | Contact Information | Zip
Employee | Default Clock-In Time Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Time Sheet Submittal | Default Clock-In Time
Employee | Default Labor Levels (Employee) Admin | Home | Add/Edit Employee | Employee's Default Labor Level
Employee | Employee Number Admin | Home | Add/Edit Employee | Employee Information | Employee
Number
Employee | Employee Type Admin | Home | Add/Edit Employee | Payroll Information | Employee Type
Employee | End Date (Employee) Admin | Home | Add/Edit Employee | Employee Information | End Date
Employee | Enforce Lunch Admin | Home | Add/Edit Employee | Payroll Information | Enforce Lunch
Employee | Enforce Schedule Admin | Home | Add/Edit Employee | Payroll Information | Enforce Schedule
Employee | Feature Access Template Admin | Home | Add/Edit Employee | Web Access | Web Access Settings |
Feature Access Template
Employee | First Name Admin | Home | Add/Edit Employee | Employee Information | First Name
Employee | First Name Last Name Admin | Home | Add/Edit Employee | Employee Information | First Name/Last
Name
Employee | First Name Middle Initial Last Admin | Home | Add/Edit Employee | Employee Information | First
Name Name/Middle Name/Last Name
Employee | First Name Middle Name Last Admin | Home | Add/Edit Employee | Employee Information | First
Name Name/Middle Name/Last Name
Employee | Holiday List Admin | Home | Add/Edit Employee | Payroll Information | Holiday List
Employee | IP Access Policy Admin | Home | Add/Edit Employee | Web Access | Web Access Settings | IP
Access Policy
Employee | Last Name Admin | Home | Add/Edit Employee | Employee Information | Last Name
Employee | Last Name, First Name Admin | Home | Add/Edit Employee | Employee Information | First Name/Last
Name
Employee Data Type Fields Time & Labor Online Field Location
Employee | Last Name, First Name Middle Admin | Home | Add/Edit Employee | Employee Information | First
Initial Name/Middle Name/Last Name
Employee | Middle Name Admin | Home | Add/Edit Employee | Employee Information | Middle Name
Employee | Non-Work Hours Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Time Sheet Submittal | Non-Work Hours
Employee | Pay Rate Admin | Home | Add/Edit Employee | Payroll Information | Pay Rate
Employee | Payroll Policy Admin | Home | Add/Edit Employee | Payroll Information | Payroll Policy
Employee | Salary Type Admin | Home | Add/Edit Employee | Payroll Information | Salary Type
Employee | Shift Differential Admin | Home | Add/Edit Employee | Payroll Information | Shift Differential
Employee | Shift Length in minutes Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Attendance Tracking | Shift Length in minutes
Employee | Start Date Admin | Home | Add/Edit Employee | Employee Information | Start Date
Employee | Status Admin | Home | Add/Edit Employee | Employee Information | Status
Employee | Time Zone Admin | Home | Add/Edit Employee | Employee Information | Time Zone
Employee | Title Admin | Home | Add/Edit Employee | Employee Information | Title
Employee | Track Attendance Only Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Attendance Tracking | Track Attendance Only
Employee | Web Access Admin | Home | Add/Edit Employee | Web Access | Web Access
Employee | Web Login ID Admin | Home | Add/Edit Employee | Web Access | Web Access | Web Access
Settings | Web Login ID
Employee | Work Hours Admin | Home | Add/Edit Employee | Time Sheet Submittal and Attendance
Tracking | Time Sheet Submittal | Work Hours
Employee Benefits | Accrued Hours Admin | Home | Benefits | Benefit Type | Detailed Benefits | Accrued
Employee Benefits | Approved Hours Admin | Home | Benefits | Benefit Type | Approved
Employee Benefits | Available Balance Admin | Home | Benefits | Benefit Type | Available Balance
Employee Benefits | Balance Admin | Home | Benefits | Benefit Type | Balance
Employee Benefits | Calc Thru Admin | Home | Benefits | Benefit Type | Detailed Benefits | Calc Thru
Employee Benefits | Current Balance Admin | Home | Benefits | Benefit Type | Detailed Benefits | Current Balance
Employee Benefits | Granted Hours Admin | Home | Benefits | Granted
Employee Benefits | Initial Hours Admin | Home | Benefits | Initial
Employee Benefits | Last Rollover Admin | Home | Benefits | Benefit Type | Detailed Benefits | Last Rollover
Employee Benefits | Pay Type Code Admin | Configuration | Pay Types | Code
(Employee Benefits)
Employee Benefits | Pay Type Description Admin | Home | Benefits | Benefit Type
(Employee Benefits)
Employee Benefits | Reset Date Admin | Home | Benefits | Benefit Type | Detailed Benefits | Reset Day
(mm/dd)
Employee Benefits | Used Hours Admin | Home | Benefits | Used
Exceptions | Exception Name Admin | Home | Exceptions | Exception
Exceptions | Date/Time Admin | Home | Exceptions | Date/Time
Groups Managed | Group Name Admin | Configuration | Employee Group Members | Add | Add Group |
Employee Group Name
Group Membership | Group Name Admin | Configuration | Employee Group Members | Current Group | Group
Name
Group Membership | Manager Name Admin | Configuration | Employee Group Members | Managers Name
Finger Template | Fingerprint Status Admin | Configuration | System | Time Clocks
Labor Levels | Labor Level Charge Rate Admin | Configuration | Labor Levels | Setup Labor Levels | Charge Rate
Labor Levels | Labor Level Code Admin | Configuration | Labor Levels | Setup Labor Levels | Code
Labor Levels | Labor Level Detail Description Admin | Configuration | Labor Levels | Setup Labor Levels | Description
Labor Levels | Labor Level Name Admin | Configuration | Labor Levels | Define Labor Levels
Employee Data Type Fields Time & Labor Online Field Location
Labor Levels | Labor Level Override Charge Admin | Configuration | Labor Levels | Assign Labor Level Override Rates |
Rate Charge Rate
Labor Levels | Labor Level Override Pay Rate Admin | Configuration | Labor Levels | Assign Labor Level Override Rates |
Pay Rate
Labor Levels | Labor Level Pay Rate Admin | Configuration | Labor Levels | Setup Labor Levels | Pay Rate
Labor Levels | Labor Level Prevailing Charge Prevailing Rate based on Setup Labor Levels or Assign Labor Level Override
Rate Rates | Charge Rate
Labor Levels | Labor Level Prevailing Pay Rate Prevailing Rate based on Setup Labor Levels or Assign Labor Level Override
Rates | Pay Rate
Pay Adjustments | Amount Admin | Home | Pay Adjustments | Amount
Pay Adjustments | Date Admin | Home | Pay Adjustments | Date
Pay Adjustments | Day Admin | Home | Pay Adjustments | Day
Pay Adjustments | Notes Admin | Home | Pay Adjustments | Notes
Pay Adjustments | Pay Adjustment Code Admin | Configuration | System | Pay Adjustment Types | Code
Pay Adjustments | Pay Adjustment Type Admin | Configuration | System | Pay Adjustment Types | Description
Permission to Employee Manager Groups | Admin | Home | Edit Employee | Web Access | Permission to Employee
Group Name Manager Groups | Group Name
Permission to Employee Manager Groups | Admin | Configuration | Security | Employee Group Members
Managed?
Permission to Employee Manager Groups | Admin | Configuration | Security | Employee Group Members
Manager Name
Punch Detail | # of Hours Admin | Home | Time Sheet | Expanded View | Number of Hours
Punch Detail | Action Admin | Home | Time Sheet | Expanded View | Action
Punch Detail | Apply towards Overtime Admin | Home | Time Sheet | Expanded View | Apply Towards Overtime
Punch Detail | Clock ID Admin | Configuration | Security | Time Sheet Audit Trails
Punch Detail | Date Admin | Home | Time Sheet | Expanded View | Date
Punch Detail | Employee Note Admin | Home | Time Sheet | Expanded View | Employee Notes
Punch Detail | Labor Levels Admin | Home | Time Sheet | Expanded View | Employee Labor Level
Punch Detail | Pay Level Admin | Home | Time Sheet | Expanded View | Pay Level
Punch Detail | Pay Type Code (Punch Detail) Admin | Configuration | System | Pay Types | Code
Punch Detail | Pay Type Description (Punch Admin | Home | Time Sheet | Expanded View | Pay Type
Detail)
Punch Detail | Rounded Time Admin | Home | Time Sheet | Expanded View | Time
Punch Detail | Shift Code Admin | Home | Time Sheet | Expanded View | Shift Differential Information |
Shift
Punch Detail | Source Admin | Configuration | Security | Time Sheet Audit Trails
Punch Detail | Supervisor Approved Admin | Home | Time Sheet | Expanded View | Supervisor Approved
Punch Detail | Supervisor Notes Admin | Home | Time Sheet | Expanded View | Supervisor Notes
Punch Detail | Swipe & Go Admin | Home | Time Sheet | Expanded View | Swipe and Go
Punch Detail | Time (Punch Detail) Admin | Home | Time Sheet | Expanded View | Time
Schedule | Day of the Week Admin | Home | Schedule | Day
Schedule | Date Admin | Home | Schedule | Date
Schedule | End Time Admin | Home | Schedule | End Time
Schedule | Labor Levels Admin | Home | Schedule | Edit Schedule | Labor Levels
Schedule | Start Time Admin | Home | Schedule | Start Time
Time Card | Charge Rate Admin | Home | Edit Employee | Payroll Information | Charge Rate
Time Card | Date Admin | Home | Time Sheet | Date In/Out
Time Card | Day Admin | Home | Time Sheet | Day
Time Card | Earning Code Admin | Configuration | System | General Configuration | Export Matrix
Time Card | Employee Approved Admin | Home | Time Sheet | App.
Employee Data Type Fields Time & Labor Online Field Location
Time Card | Employee Notes Admin | Home | Time Sheet | Employee Note
Time Card | End Time Admin | Home | Time Sheet | Time Out
Time Card | Exception Code Admin | Home | Time Sheet | Exception
Time Card | Exception Description Admin | Home | Time Sheet | Exception
Time Card | Labor Levels Admin | Home | Time Sheet | Expanded View | Employee Labor Level
Time Card | OT1 Admin | Home | Time Sheet | OT1
Admin | Home | Time Sheet | OT2
Time Card | OT2
Time Card | Paid Hours Admin | Home | Time Sheet | Reg
Time Card | Pay Rate Admin | Home | Edit Employee | Payroll Information | Pay Rate
Time Card | Pay Type Code (Time Card) Admin | Configuration | System | Pay Types | Code
Time Card | Pay Type Description (Time Card) Admin | Home | Time Sheet | Type
Time Card | Regular Admin | Home | Time Sheet | Reg
Time Card | Rounded End Time Admin | Home | Time Sheet | Expanded View | Time
Time Card | Rounded Start Time Admin | Home | Time Sheet | Expanded View | Time
Time Card | Shift Code Admin | Home | Time Sheet | Shift
Time Card | Start Time Admin | Home | Time Sheet | Time In
Time Card | Supervisor Approved Admin | Home | Time Sheet | App.
Time Card | Supervisor Approved By Admin | Configuration | Security | Time Sheet Audit Trails
Time Card | Supervisor Modified Admin | Configuration | Security | Time Sheet Audit Trails
Time Card | Supervisor Notes Admin | Home | Time Sheet | Supervisor Note
Time Card | Total Hours Admin | Home | Time Sheet
Time Card | Unpaid Hours Admin | Home | Time Sheet | Unpaid
Time Off Request | Employee Notes Employee | Home | Time Off Request | Request Status | Employee Notes
Time Off Request | Include Holidays Employee | Home | Time Off Request | Request Status | Include Holidays
Time Off Request | Include Weekends Employee | Home | Time Off Request | Request Status | Include Weekends
Time Off Request | Pay Type Code (Time Off Admin | Configuration | System | Pay Types | Code
Request)
Time Off Request | Pay Type Description (Time Admin | Configuration | System | Pay Types | Description
Off Request)
Time Off Request | Request Start Date Employee | Home | Time Off Request | Request Status | Start Date
Time Off Request | Request Start Time Employee | Home | Time Off Request | Request Status | Start Time
Time Off Request | Status Employee | Home | Time Off Request | Request Status | Status
Time Off Request | Status Date Employee | Home | Time Off Request | Request Detail | Status Date
Time Off Request | Submitted Date Admin | Home | Time Off Request
Time Off Request | Supervisor Name Employee | Home | Time Off Request | Request Detail | Status User
Time Off Request | Total Hours Admin | Home | Time Off Request
Time Off Request Details | Date Submitted Admin | Home | Time Off Request | Submitted
Time Off Request Details | Employee Notes Admin | Home | Time Off Request | Employee Notes
Time Off Request Details | End Date Admin | Home | Time Off Request | End Date
Time Off Request Details | End Time Admin | Home | Time Off Request | End Date
Time Off Request Details | Hours Admin | Home | Time Off Request | Hours
Time Off Request Details | Pay Type Code Admin | Configuration | System | Pay Types | Code
(Time Off Request Details)
Time Off Request Details | Pay Type Admin | Configuration | System | Pay Types | Description
Description (Time Off Request Details)
Time Off Request Details | Start Date Admin | Home | Time Off Request | Start Date
Employee Data Type Fields Time & Labor Online Field Location
Time Off Request Details | Start Time Admin | Home | Time Off Request | Start Time
Time Off Request Details | Status Admin | Home | Time Off Request | Status
Time Off Request Details | Status Date Admin | Home | Time Off Request
Time Off Request Details | Supervisor Name Admin | Home | Time Off Request
Time Off Request Details | Supervisor Notes Admin | Home | Time Off Request | Supervisor Notes
Zone | Supervisor Admin | Configuration | System | Time Clocks | Clock Configuration | Zones
Zone | Zone Name Admin | Configuration | System | Time Clocks | Clock Configuration | Zones
Company Data Type Fields Time & Labor Online Field Location
Admin | Configuration | System | General Configuration | Company Information
Company | Address 1
| Address 1
Admin | Configuration | System | General Configuration | Company Information
Company | Address 2
| Address 2
Admin | Configuration | System | General Configuration | Company Information
Company | City
| City
Admin | Configuration | System | General Configuration | Company Information
Company | Company Name
| Company Name
Admin | Configuration | System | General Configuration | Company Information
Company | Fax
| Fax
Admin | Configuration | System | General Configuration | Company Information
Company | Phone
| Phone
Admin | Configuration | System | General Configuration | Company Information
Company | State
| State
Admin | Configuration | System | General Configuration | Company Information
Company | Zip
| Zip
Company | Custom Personal Information | Admin | Configuration | System | Custom Personal Information | Custom
Field Name Personal Field | Field Name
Company | Employee Defaults | Access Group Admin | Configuration | System | New Employee Defaults | Web Access |
1 Employee Manager Group 1
Company | Employee Defaults | Access Group Admin | Configuration | System | New Employee Defaults | Web Access |
2 Employee Manager Group 2
Admin | Configuration | System | New Employee Defaults | Benefits | Accrual
Company | Employee Defaults | Accrual Rule
Rule
Company | Employee Defaults | Allow EEs to Admin | Configuration | System | New Employee Defaults | Web Access | Allow
Access the System Through the Web Employees to Access the system through the web
Company | Employee Defaults | Allow EEs to Admin | Configuration | System | New Employee Defaults | Web Access | Allow
Clock In/Out Through the Web Employee to clock in/out through the web
Company | Employee Defaults | Allow EEs to Admin | Configuration | System | New Employee Defaults | Web Access | Allow
Submit Time Sheets Employees to submit Time Sheets for
Company | Employee Defaults | Default Clock- Admin | Configuration | System | New Employee Defaults | Web Access |
In Time Default Clock-In Time
Company | Employee Defaults | Default Non- Admin | Configuration | System | New Employee Defaults | Web Access |
Work Hours to “Paid” Default Non-Work Hours to “Paid”
Company | Benefit Policy | Accrual Frequency Admin | Configuration | System | Benefits | Frequency
Admin | Configuration | System | Benefits | Miscellaneous Settings | Hours to
Company | Benefit Policy | Adjustment Cap
Accrue are calculated based on
Company | Benefit Policy | Benefit Policy Name Admin | Configuration | System | Benefits | Policy Name | Benefit Policy Name
Company | Benefit Policy | Benefit Type Code Admin | Configuration | System | Pay Types
Company | Benefit Policy | Benefit Type Name Admin | Configuration | System | Benefits
Admin | Configuration | System | Benefits | Rules | Add Rule | Cap annual used
Company | Benefit Policy | Cap Benefit Hours
benefit hours at
Admin | Configuration | System | Benefits | Miscellaneous Settings | Disable
Company | Benefit Policy | Disable Benefits
benefit calculations
Company | Benefit Policy | Display on Admin | Configuration | System | Benefits | Miscellaneous Settings | Display
Employee Home Page this benefit type on the employee home page
Company | Benefit Policy | Do Not Accrue Time
Admin | Configuration | System | Benefits | Accruing Calculation
Over Work Hours Per Year
Admin | Configuration | System | Benefits | Miscellaneous Settings | Enable
Company | Benefit Policy | Enable Email Alerts
email alerts for time off requests.
Company | Benefit Policy | End Months Admin | Configuration | System | Benefits | Rules | Add Rule | End Months
Company | Benefit Policy | Exclude Overtime
Admin | Configuration | System | Benefits | Accruing Calculation
From Hours Worked Calculation
Admin | Configuration | System | Benefits | Misc Settings | Include future time
Company | Benefit Policy | Future Time
taken in the time used total for each benefit
Company | Benefit Policy | Grant Frequency Admin | Configuration | System | Benefits | Frequency
Admin | Configuration | System | Benefits | Rules | Add Rule | Hours to Accrue
Company | Benefit Policy | Hours to Accrue
on a Daily basis
Company Data Type Fields Time & Labor Online Field Location
Company | Benefit Policy | Hours to Accrue
Admin | Configuration | System | Benefits | Accruing Calculation
based on
Company | Benefit Policy | Maximum Hours to Admin | Configuration | System | Benefits | Rules | Add Rule | Maximum hours
Carry Over to carry over year to year
Company | Benefit Policy | Member Count Admin | Configuration | System | Benefits | Members
Admin | Configuration | System | Benefits | Frequency | Misc Settings | Allow
Company | Benefit Policy | Negative Allowance
up to negative hours for the current balance
Company | Benefit Policy | Negative Allowance Admin | Configuration | System | Benefits | Frequency | Misc Settings | Allow
– Available Balance up to negative hours for the available balance
Company | Benefit Policy | Negative Allowance Admin | Configuration | System | Benefits | Frequency | Misc Settings | Allow
– Current Balance up to negative hours for the current balance
Admin | Configuration | System | Benefits | Frequency | Misc Settings | Allow
Company | Benefit Policy | Request
employees to request time off for this benefit type
Company | Benefit Policy | Reset Date Other Admin | Configuration | System | Benefits | Frequency | Reset Date
Company | Benefit Policy | Reset Date Type Admin | Configuration | System | Benefits | Frequency | Reset Date
Company | Benefit Policy | Restrict Accrue
Admin | Configuration | System | Benefits | Restrictions
Benefit Amount
Company | Benefit Policy | Restrict Grant
Admin | Configuration | System | Benefits | Restrictions
Benefit Amount
Company | Benefit Policy | Restrict Work Hours
Admin | Configuration | System | Benefits | Restrictions
to Qualify
Company | Benefit Policy | Start Months Admin | Configuration | System | Benefits | Rules | Add Rule | Start Months
Company | Benefit Policy | Warn Below
Admin | Configuration | System | Benefits | Frequency | Misc Settings
Negative Allowance
Company | Benefit Policy | Warn When
Admin | Configuration | System | Benefits | Frequency | Misc Settings
Negative Balance
Company | Benefit Policy | Work Hours Per
Admin | Configuration | System | Benefits | Frequency | Misc Settings
Year
Company | New Employee Defaults | Admin | Configuration | System | New Employee Defaults | Payroll Information
Employee Type | Employee Type
Company | New Employee Defaults | Enforce Admin | Configuration | System | New Employee Defaults | Payroll Information
Lunch | Enforce Lunch
Company | New Employee Defaults | Enforce Admin | Configuration | System | New Employee Defaults | Payroll Information
Schedule | Enforce Schedule
Company | New Employee Defaults | Feature Admin | Configuration | System | New Employee Defaults | Web Access |
Access Template Feature Access Template
Company | New Employee Defaults | Hardware Admin | Configuration | System | New Employee Defaults | Hardware
Zone 1 Information | Hardware Zone 1
Company | New Employee Defaults | Hardware Admin | Configuration | System | New Employee Defaults | Hardware
Zone 2 Information | Hardware Zone 2
Company | New Employee Defaults | Holiday Admin | Configuration | System | New Employee Defaults | Payroll Information
List | Holiday List
Company | New Employee Defaults | Initial Admin | Configuration | System | New Employee Defaults | Benefits | Initial
Personal Personal
Company | New Employee Defaults | Initial Admin | Configuration | System | New Employee Defaults | Benefits | Initial
Sick Sick
Company | New Employee Defaults | Initial Admin | Configuration | System | New Employee Defaults | Benefits | Initial
Vacation Vacation
Company | New Employee Defaults | Labor
Admin | Configuration | System | New Employee Defaults | Labor Levels
Levels
Company | New Employee Defaults | Login Admin | Configuration | System | New Employee Defaults | Web Access |
Generation Method Login Generation Method
Company | New Employee Defaults | Non- Admin | Configuration | System | New Employee Defaults | Web Access | Non-
Work Hours (Vac/Sick/Etc) Work Hours (Vac/Sick/Etc)
Company | New Employee Defaults | Password Admin | Configuration | System | New Employee Defaults | Web Access |
Generation Method Password Generation Method
Company | New Employee Defaults | Payroll Admin | Configuration | System | New Employee Defaults | Payroll Information
Policy | Payroll Policy
Company | New Employee Defaults | Admin | Configuration | System | New Employee Defaults | Web Access |
Permission to Employee Access Groups Permission to Employee Manager Groups
Company Data Type Fields Time & Labor Online Field Location
Company | New Employee Defaults | Salary Admin | Configuration | System | New Employee Defaults | Payroll Information
Type | Salary Type
Company | New Employee Defaults | Shift Admin | Configuration | System | New Employee Defaults | Payroll Information
Differential | Shift Differential
Company | New Employee Defaults | Time Admin | Configuration | System | New Employee Defaults | Employee
Zone Information | Time Zone
Company | New Employee Defaults | Work Admin | Configuration | System | New Employee Defaults | Web Access | Work
Hours Hours
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Allow to Close
Admin | Configuration | Closing and Re-Open | Allow to Close
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Allow to Re-Open
Admin | Configuration | Closing and Re-Open | Allow to Re-Open
Company | Feature Access | Assign Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels Levels | Assign Labor Levels
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Assign Policies
Admin | Configuration | Assign Policies
Company | Feature Access | Benefit Admin | Configuration | Security | Feature Access Templates | Feature |
Adjustment (Add) Admin | Home | Benefit Adjustment | Add
Company | Feature Access | Benefit Admin | Configuration | Security | Feature Access Templates | Feature |
Adjustment (Delete) Admin | Home | Benefit Adjustment | Delete
Company | Feature Access | Benefit Admin | Configuration | Security | Feature Access Templates | Feature |
Adjustment (Edit) Admin | Home | Benefit Adjustment | Edit
Company | Feature Access | Benefit Admin | Configuration | Security | Feature Access Templates | Feature |
Adjustments (View) Admin | Home | Benefit Adjustment | View
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Benefits (Add)
Admin | Configuration | Benefits | Add
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Benefits (Delete)
Admin | Configuration | Benefits | Delete
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Benefits (Edit)
Admin | Configuration | Benefits | Edit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Benefits (View)
Admin | Configuration | Benefits | View
Company | Feature Access | Benefits Admin | Configuration | Security | Feature Access Templates | Feature |
Advanced Functions Admin | Configuration | Benefits Advanced Functions
Company | Feature Access | Custom Personal Admin | Configuration | Security | Feature Access Templates | Feature |
Information (Add) Admin | Configuration | Custom Personal Information | Add
Company | Feature Access | Custom Personal Admin | Configuration | Security | Feature Access Templates | Feature |
Information (Delete) Admin | Configuration | Custom Personal Information | Delete
Company | Feature Access | Custom Personal Admin | Configuration | Security | Feature Access Templates | Feature |
Information (Edit) Admin | Configuration | Custom Personal Information | Edit
Company | Feature Access | Custom Personal Admin | Configuration | Security | Feature Access Templates | Feature |
Information (View) Admin | Configuration | Custom Personal Information | View
Company | Feature Access | Define Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Add) Levels | Define Labor Levels | Add
Company | Feature Access | Define Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Delete) Levels | Define Labor Levels | Delete
Company | Feature Access | Define Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Edit) Levels | Define Labor Levels | Edit
Company | Feature Access | Define Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (View) Levels | Define Labor Levels | View
Company | Feature Access | Employee Group Admin | Configuration | Security | Feature Access Templates | Feature |
Members (Add) Security | Employee Group Members | Add
Company | Feature Access | Employee Group Admin | Configuration | Security | Feature Access Templates | Feature |
Members (Delete) Security | Employee Group Members | Delete
Company | Feature Access | Employee Group Admin | Configuration | Security | Feature Access Templates | Feature |
Members (Edit) Security | Employee Group Members | Edit
Company | Feature Access | Employee Group Admin | Configuration | Security | Feature Access Templates | Feature |
Members (View) Security | Employee Group Members | View
Company | Feature Access | Employee Admin | Configuration | Security | Feature Access Templates | Feature |
Updates Audit Security | Employee Updates Audit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Employees (Add)
Admin | Home | Employees | Add
Company Data Type Fields Time & Labor Online Field Location
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Employees (Edit)
Admin | Home | Employees | Edit
Company | Feature Access | Employees (Edit Admin | Configuration | Security | Feature Access Templates | Feature |
Initial Times) Admin | Home | Employees | Edit | Edit Initial Times
Company | Feature Access | Employees Admin | Configuration | Security | Feature Access Templates | Feature |
(Recalculate Benefits) Admin | Home | Employees | Edit | Recalculate Benefits
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Employees (View)
Admin | Home | Employees | View
Company | Feature Access | Feature Access Admin | Configuration | Security | Feature Access Templates | Feature |
Templates (Add) Security | Feature Access Templates | Add
Company | Feature Access | Feature Access Admin | Configuration | Security | Feature Access Templates | Feature |
Templates (Delete) Security | Feature Access Templates | Delete
Company | Feature Access | Feature Access Admin | Configuration | Security | Feature Access Templates | Feature |
Templates (Edit) Security | Feature Access Templates | Edit
Company | Feature Access | Feature Access Admin | Configuration | Security | Feature Access Templates | Feature |
Templates (View) Security | Feature Access Templates | View
Company | Feature Access | Feature Access Admin | Configuration | Security | Feature Access Templates | Add | Feature
Template Name Access Template Name
Company | Feature Access | General Admin | Configuration | Security | Feature Access Templates | Feature |
Configuration (Edit) Admin | Configuration | General Configuration | Edit
Company | Feature Access | General Admin | Configuration | Security | Feature Access Templates | Feature |
Configuration (View) Admin | Configuration | General Configuration | View
Company | Feature Access | Holiday Admin | Configuration | Security | Feature Access Templates | Feature |
Regenerate Admin | Configuration | Holidays | Regenerate Holidays
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Holidays (Add)
Admin | Configuration | Holidays | Add
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Holidays (Delete)
Admin | Configuration | Holidays | Delete
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Holidays (Edit)
Admin | Configuration | Holidays | Edit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Holidays (View)
Admin | Configuration | Holidays | View
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Import
Miscellaneous | Import
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | IP Access (Add)
Security | IP Access | Add
Company | Feature Access | IP Access Admin | Configuration | Security | Feature Access Templates | Feature |
(Delete) Security | IP Access | Delete
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | IP Access (Edit)
Security | IP Access | Edit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | IP Access (View)
Security | IP Access | View
Company | Feature Access | Member Count Admin | Configuration | Security | Feature Access Templates | Members
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Entries (Add) Admin | Home | Pay Adjustment Entries | Add
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Entries (Delete) Admin | Home | Pay Adjustment Entries | Delete
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Entries (Edit) Admin | Home | Pay Adjustment Entries | Edit
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Entries (View) Admin | Home | Pay Adjustment Entries | View
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Types (Add) Admin | Home | Pay Adjustment Types | Add
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Types (Delete) Admin | Home | Pay Adjustment Types | Delete
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Types (Edit) Admin | Home | Pay Adjustment Types | Edit
Company | Feature Access | Pay Adjustment Admin | Configuration | Security | Feature Access Templates | Feature |
Types (View) Admin | Home | Pay Adjustment Types | View
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Pay Types (Add)
Admin | Configuration | Pay Types | Add
Company | Feature Access | Pay Types Admin | Configuration | Security | Feature Access Templates | Feature |
(Delete) Admin | Configuration | Pay Types | Delete
Company Data Type Fields Time & Labor Online Field Location
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Pay Types (Edit)
Admin | Configuration | Pay Types | Edit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Pay Types (View)
Admin | Configuration | Pay Types | View
Company | Feature Access | Payroll Policies Admin | Configuration | Security | Feature Access Templates | Feature |
and New Employee Defaults (Add) Admin | Configuration | Payroll Policies and New Employee Defaults | Add
Company | Feature Access | Payroll Policies Admin | Configuration | Security | Feature Access Templates | Feature |
and New Employee Defaults (Delete) Admin | Configuration | Payroll Policies and New Employee Defaults | Delete
Company | Feature Access | Payroll Policies Admin | Configuration | Security | Feature Access Templates | Feature |
and New Employee Defaults (Edit) Admin | Configuration | Payroll Policies and New Employee Defaults | Edit
Company | Feature Access | Payroll Policies Admin | Configuration | Security | Feature Access Templates | Feature |
and New Employee Defaults (View) Admin | Configuration | Payroll Policies and New Employee Defaults | View
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Reports (Delete)
Miscellaneous | Reports | Delete
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Reports (Run)
Miscellaneous | Reports | Run
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Reports (View)
Miscellaneous | Reports | View
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Schedules (Add)
Admin | Configuration | Schedules | Add
Company | Feature Access | Schedules Admin | Configuration | Security | Feature Access Templates | Feature |
(Delete) Admin | Configuration | Schedules | Delete
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Schedules (Edit)
Admin | Configuration | Schedules | Edit
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Schedules (View)
Admin | Configuration | Schedules | View
Admin | Configuration | Security | Feature Access Templates | Feature Access
Company | Feature Access | Security Level
Templates
Company | Feature Access | Setup Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Add) Levels | Setup Labor Levels | Add
Company | Feature Access | Setup Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Delete) Levels | Setup Labor Levels | Delete
Company | Feature Access | Setup Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (Edit) Levels | Setup Labor Levels | Edit
Company | Feature Access | Setup Labor Admin | Configuration | Security | Feature Access Templates | Feature | Labor
Levels (View) Levels | Setup Labor Levels | View
Company | Feature Access | Shift Differentials Admin | Configuration | Security | Feature Access Templates | Feature |
(Add) Admin | Configuration | Shift Differentials | Add
Company | Feature Access | Shift Differentials Admin | Configuration | Security | Feature Access Templates | Feature |
(Delete) Admin | Configuration | Shift Differentials | Delete
Company | Feature Access | Shift Differentials Admin | Configuration | Security | Feature Access Templates | Feature |
(Edit) Admin | Configuration | Shift Differentials | Edit
Company | Feature Access | Shift Differentials Admin | Configuration | Security | Feature Access Templates | Feature |
(View) Admin | Configuration | Shift Differentials | View
Company | Feature Access | Status Board Admin | Configuration | Security | Feature Access Templates | Feature |
(Suppress Notes for Employees Outside of Miscellaneous | Status Board | Suppress Notes for Employees Outside of
Group) Group
Company | Feature Access | Status Board Admin | Configuration | Security | Feature Access Templates | Feature |
(View) Miscellaneous | Status Board | View
Company | Feature Access | Status Board Admin | Configuration | Security | Feature Access Templates | Feature |
(View All Employees) Miscellaneous | Status Board | View All Employees
Admin | Configuration | Security | Feature Access Templates | Feature |
Company | Feature Access | Time Clocks
Admin | Configuration | Time Clocks
Company | Feature Access | Time Off Admin | Configuration | Security | Feature Access Templates | Feature |
Requests (Approve) Admin | Home | Time Off Requests | Approve
Company | Feature Access | Time Off Admin | Configuration | Security | Feature Access Templates | Feature |
Requests (Deny) Admin | Home | Time Off Requests | Deny
Company | Feature Access | Time Off Admin | Configuration | Security | Feature Access Templates | Feature |
Requests (View) Admin | Home | Time Off Requests | View
Company | Feature Access | Time Sheets Admin | Configuration | Security | Feature Access Templates | Feature |
(Add) Admin | Home | Timesheets | Add
Company | Feature Access | Time Sheets Admin | Configuration | Security | Feature Access Templates | Feature |
(Delete) Admin | Home | Timesheets | Delete
Company Data Type Fields Time & Labor Online Field Location
Company | Feature Access | Time Sheets Admin | Configuration | Security | Feature Access Templates | Feature |
(Edit) Admin | Home | Timesheets | Edit
Company | Feature Access | Time Sheets Admin | Configuration | Security | Feature Access Templates | Feature |
(View) Admin | Home | Timesheets | View
Company | Feature Access | Time Sheets Admin | Configuration | Security | Feature Access Templates | Feature |
Audit Trails Security | Time Sheets Audit Trails
Company | Feature Access | View/Edit Rates Admin | Configuration | Security | Feature Access Templates | Feature |
of Pay Admin | Home | View/Edit Rates of Pay
Company | Feature Access | View Employees Admin | Configuration | Security | Feature Access Templates | Feature |
Not Assigned to Any Group Admin | Home | View Employees Not Assigned to Any Group
Company | General Configuration | Allow Admin | Configuration | System | General Configuration | Benefit Accrual
Supervisors to Approve Time with Exceptions Settings | Allow Supervisors to Approve Time with Exceptions
Company | General Configuration | Apply Admin | Configuration | System | General Configuration | Benefit Accrual
Entire Accrual to Next Year Settings | Apply Entire Accrual to Next Year
Company | General Configuration | Apply Admin | Configuration | System | General Configuration | Benefit Accrual
Percentage of Accrual to Next Year Settings | Apply Percentage of Accrual to Next Year
Company | General Configuration | Global Admin | Configuration | System | General Configuration | Benefit Accrual
Benefit Start Date Settings | Use Global Benefit Start Date
Company | General Configuration | Global Admin | Configuration | System | General Configuration | Benefit Accrual
Reset Date Settings | Use Global Reset Date
Admin | Configuration | System | General Configuration | Labor Level Settings |
Company | General Configuration | Labor Level
Labor Level Description
Company | General Configuration | Labor Admin | Configuration | System | General Configuration | Labor Level Settings |
Levels Labor Levels Description
Company | General Configuration | Use Admin | Configuration | System | General Configuration | Benefit Accrual
Accrual Pay Type Detail Date Settings | Use Accrual Pay Type Detail Date
Company | General Configuration | Use Admin | Configuration | System | General Configuration | Benefit Accrual
Employee's Most Recent Reset Date Settings | Use Employee's Most Recent Reset Date
Company | General Configuration | Use Global Admin | Configuration | System | General Configuration | Benefit Accrual
Benefit Start Date Settings | Use Global Benefit Start Date
Company | General Configuration | Use Global Admin | Configuration | System | General Configuration | Benefit Accrual
Reset Settings | Use Global Reset Date
Company | General Configuration | Week Start Admin | Configuration | System | General Configuration | Start of Work Week
Date for Schedule Templates | Week Start Date
Admin | Configuration | Security | Employee Group Members | Current Group |
Company | Group | Employee Group Name
Add | Employee Group Name
Admin | Configuration | Security | Employee Group Members | Current Group |
Company | Group | Managed Group
Add | Managed Group
Company | Group | Manager Employee
Admin | Configuration | Security | Employee Group Members | Manager Name
Number
Company | Group | Manager Name Admin | Configuration | Security | Employee Group Members | Manager Name
Company | Group | Start Date Admin | Configuration | Security | Employee Group Members | Start Date
Company | Group | Stop Date Admin | Configuration | Security | Employee Group Members | Stop Date
Admin | Configuration | Security | Employee Group Members | Current Group |
Company | Group | Total Active Members
Total Active Members
Company | Holidays | Active Admin | Configuration | System | Holidays | Add Holiday | Active
Company | Holidays | Company Worked Admin | Configuration | System | Holidays | Holidays | Add Holiday | Company
Holiday Worked Holiday
Company | Holidays | Date Admin | Configuration | System | Holidays | Add Holiday | Holiday Date
Admin | Configuration | System | Holidays | Add Holiday | This holiday lasts for
Company | Holidays | Days
day(s).
Company | Holidays | Holiday Admin | Configuration | System | Holidays | Add Holiday | Holiday Name
Company | Holidays | Holidays List Name Admin | Configuration | System | Holidays | Holiday List | Holidays List Name
Company | Holidays | Include Weekends for Admin | Configuration | System | Holidays | Holidays | Add Holiday | Include
Additional Days Weekends for Additional Days
Company | Holidays | Member Count Admin | Configuration | System | Holidays | New Holiday List | Members
Company | Holidays | Prevent PTO Requests Admin | Configuration | System | Holidays | Holidays | Add Holiday | Prevent
on this day PTO Requests on this day
Admin | Configuration | Security | IP Access | IP Access Rules | Allow
Company | IP Access | Allow Access
employee web punching from the IP Access Masks below
Company Data Type Fields Time & Labor Online Field Location
Admin | Configuration | Security | IP Access | IP Access Rules | Allow site
Company | IP Access | Allow Punch
access with no punch capability from outside the IP Access
Company | IP Access | IP Access Template
Admin | Configuration | Security | IP Access | IP Access Policy | Policy Name
Name
Company | IP Access | IP Mask Admin | Configuration | Security | IP Access | IP Access Masks | Add | IP Mask
Company | IP Access | Member Count Admin | Configuration | Security | IP Access | New Policy | Members
Admin | Configuration | Labor Levels | Setup Labor Levels | Add new record |
Company | Labor Levels | Active
Active
Admin | Configuration | Labor Levels | Setup Labor Levels | Add new record |
Company | Labor Levels | Charge Rate
Charge Rate
Admin | Configuration | Labor Levels | Setup Labor Levels | Add new record |
Company | Labor Levels | Code
Code
Admin | Configuration | Labor Levels | Setup Labor Levels | Add new record |
Company | Labor Levels | Description
Description
Admin | Configuration | Labor Levels | Define Labor Levels | Selected Labor
Company | Labor Levels | Labor Level Name
Level | Labor Level Name
Admin | Configuration | Labor Levels | Setup Labor Levels | Add new record |
Company | Labor Levels | Pay Rate
Pay Rate
Admin | Configuration | System | Pay Adjustment Types | Edit Adjustment
Company | Pay Adjustment Types | Active
Type Information | Active
Admin | Configuration | System | Pay Adjustment Types | Edit Adjustment
Company | Pay Adjustment Types | Code
Type Information | Code
Admin | Configuration | System | Pay Adjustment Types | Edit Adjustment
Company | Pay Adjustment Types | Deduction
Type Information | Deduction
Admin | Configuration | System | Pay Adjustment Types | Edit Adjustment
Company | Pay Adjustment Types | Description
Type Information | Description
Company | Pay Adjustment Types | Employee Admin | Configuration | System | Pay Adjustment Types | Edit Adjustment
Entry Type Information | Employee Entry
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Active
Active
Company | Pay Types | Applies Toward Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Benefits Applies towards Benefits
Company | Pay Types | Applies Toward Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Overtime Applies towards overtime by Default
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Benefit Type
Benefit Type
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Can be Overtime
Can be Overtime
Company | Pay Types | Counts Toward Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Holiday Min Counts Toward Holiday Min
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Overrides Absences
Overrides Absences for the day
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Pay Type Code
Code
Admin | Configuration | System | Pay Types | Add | Edit Pay Type Information |
Company | Pay Types | Pay Type Name
Description
Company | Payroll Policies | Attendance Admin | Configuration | System | Payroll Policies | Attendance Exceptions |
Exceptions: Clock-In Grace Period (Minutes Clock-In Grace Period | The grace period ends minute(s) after the scheduled
After Schedule) clock-in time.
Company | Payroll Policies | Attendance Admin | Configuration | System | Payroll Policies | Attendance Exceptions |
Exceptions: Clock-In Grace Period (Minutes Clock-In Grace Period | The grace period ends ? minute(s) before the
Before Schedule) scheduled clock-in time.
Company | Payroll Policies | Attendance Admin | Configuration | System | Payroll Policies | Attendance Exceptions |
Exceptions: Clock-Out Grace Period (Minutes Clock-Out Grace Period | The grace period ends ? minute(s) after the
After Schedule) scheduled clock-out time.
Company | Payroll Policies | Attendance Admin | Configuration | System | Payroll Policies | Attendance Exceptions |
Exceptions: Clock-Out Grace Period (Minutes Clock-Out Grace Period | The grace period ends ? minute(s) before the
Before Schedule) scheduled clock-out time.
Company | Payroll Policies | Attendance Admin | Configuration | System | Payroll Policies | Attendance Exceptions |
Exceptions: Number of minutes after clock Clock-Out Grace Period | If an employee clocks in more than minutes away
in/out exceptions from their assigned schedule, do not flag the entry as either early or late.
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Unscheduled Days Pay OT2 Unscheduled Days | Pay OT2
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Based On Consecutive Days Overtime | Pay overtime based on
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Enable Seventh Day Overtime Consecutive Days Overtime | Enable Seventh Day Overtime
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Enable Sixth Day Overtime Consecutive Days Overtime | Enable Sixth Day Overtime
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Enable Time Worked Outside
Worked Outside Schedule | Enable Time Worked Outside Schedule
Schedule
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Based On
Consecutive Days Overtime | Based on Custom Overtime Rules
Custom OT1
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Based on Consecutive Days Overtime | Based on Custom Overtime Rules | OT1
Custom OT1 Hours to Qualify Anything over hours
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Based On
Consecutive Days Overtime | Based on Custom Overtime Rules
Custom OT2
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Based on Consecutive Days Overtime | Based on Custom Overtime Rules | OT2
Custom OT2 Hours to Qualify Anything over hours
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Seventh Day Overtime Levels Consecutive Days Overtime | Pay at overtime level
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Sixth Day Overtime Based On Consecutive Days Overtime | Pay overtime based on
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Sixth Day Overtime Based On
Worked Outside Schedule | Enable Time Worked Outside Schedule
Custom OT1
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Sixth Day Overtime Based On
Worked Outside Schedule | Enable Time Worked Outside Schedule
Custom OT2
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Sixth Day Overtime Based on
Worked Outside Schedule | Enable Time Worked Outside Schedule
Custom OT2 Hours to Quality
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Sixth Day Overtime Levels Consecutive Days Overtime | Pay at overtime level
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Time Worked Outside Schedule Pay
Worked Outside Schedule | Enable Time Worked Outside Schedule
Type
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime | Time
Overtime: Time Worked Outside Schedule
Worked Outside Schedule | Enable Time Worked Outside Schedule
Type
Company | Payroll Policies | Advanced Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Unscheduled Days Pay OT1 Unscheduled Days | Pay OT1
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Unscheduled Days Pay OT1 Hours
Unscheduled Days | Anything over hours
Over
Company | Payroll Policies | Advanced
Admin | Configuration | System | Payroll Policies | Advanced Overtime |
Overtime: Unscheduled Days Pay OT2 Hours
Unscheduled Days | Anything over hours
Over
Company | Payroll Policies | Break: Allow Admin | Configuration | System | Payroll Policies | Breaks | Break Type | Auto
Manual Break Breaks | Allow manual breaks
Company | Payroll Policies | Break: Break Admin | Configuration | System | Payroll Policies | Breaks | Break Type |
Duration Minutes Manual/Auto Breaks | Break Detail | Duration
Company | Payroll Policies | Break: Break Admin | Configuration | System | Payroll Policies | Breaks | Break Type | Auto
Insert At Time Breaks | Break Detail | Start Break at
Company | Payroll Policies | Break: Break Admin | Configuration | System | Payroll Policies | Breaks | Break Type | Auto
Insert After Minutes End Breaks | Break Detail | End Break minutes after rounded clock in
Company | Payroll Policies | Break: Break Admin | Configuration | System | Payroll Policies | Breaks | Break Type | Auto
Insert After Minutes Start Breaks | Break Detail | Start Break minutes after rounded clock in
Company | Payroll Policies | Break: Break Admin | Configuration | System | Payroll Policies | Breaks | Break Type |
Insert At Time Manual/Auto Breaks | Break Detail | Start Break at
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Break: Break Is Admin | Configuration | System | Payroll Policies | Breaks | Break Type |
Overtime Manual/Auto Breaks | Break Detail | Apply Break to overtime
Company | Payroll Policies | Break: Break Is Admin | Configuration | System | Payroll Policies | Breaks | Break Type |
Paid Manual/Auto Breaks | Break Detail | Break is paid
Company | Payroll Policies | Break: Break Type Admin | Configuration | System | Payroll Policies | Breaks | Break Type
Company | Payroll Policies | Break: Enable Admin | Configuration | System | Payroll Policies | Breaks | Advanced Break
Break Penalty Rules | Enable Break Penalty
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Break Duration To Break Duration | Round actual break durations to the
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Break Duration Type Break Duration | Round actual break durations to the
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | OUT |
Break End To Round to the minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | OUT |
Break End Type Round to the minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | IN |
Break Start To Round to the minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | IN |
Break Start Type Round to the minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks Down Short Breaks | Round short breaks down
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks Down Less Than Minutes Short Breaks | Use above rounding only if the break taken is less than minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks Down to Minutes Short Breaks | Round short breaks down to minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks up Short Breaks | Round short breaks up
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks Up Less Than Minutes Short Breaks | Use above rounding only if the break taken is at least minutes
Company | Payroll Policies | Break: Round Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
Short Breaks Up To Minutes Short Breaks | Round short breaks up to minutes
Company | Payroll Policies | Break: Use Break Admin | Configuration | System | Payroll Policies | Breaks Rounding | Round
duration Rounding Break Duration | Round actual break durations to the
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Create Time Minutes Received Call Back minutes received
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Create Time Pay Level Call Back hours are paid at
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Create Type Create Time
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Pay Adjustment Amount Received Pay adjustment received
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Pay Adjustment Type Create Pay Adjustment
Company | Payroll Policies | Call Back: Call Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Back Use Pay Adjustment Export Code Call Back Export Code
Company | Payroll Policies | Call Back: Enable Admin | Configuration | System | Payroll Policies | Call Back Configuration |
Call Back Enable Call Back
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Accruing Comp Time Pay Type Accruing Comp Time Pay Type
Company | Payroll Policies | Comp Time: Can Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
select Comp Time Allow users to change comp time selection from the Employee Tab
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time Expires Months Accrued comp time expires if not used within months
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time OT1 Factor OT1 hours accrue to comp time by a factor of
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time OT2 Hours OT2 hours accrue to comp time by a factor of
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time Regular Hours Regular hours over
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time Regular Hours Factor accrue to comp time by a factor of
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Comp Time Regular Hours For Hours Over Regular hours over
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Default Comp Time Selection Default Comp Time Selection
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Enable Comp Time Enable Comp Time
Company | Payroll Policies | Comp Time: Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Posting Accruing Comp Time Pay Type Posting Comp Time Pay Type
Company | Payroll Policies | Comp Time OT2 Admin | Configuration | System | Payroll Policies | Comp Time Configuration |
Factor OT2 hours accrue to comp time by a factor of
Company | Payroll Policies | Employee Setting:
Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Allow only Administrators to Edit EE personal
Allow only administrator to edit employee personal preferences
preferences
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Allow Time Sheet Approvals Enable employee timesheet approvals
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Allow Time Sheet Edit after Approved Allow employee to edit their time sheet after it has been supervisor approved
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Allow Time Sheet to populate from Schedule Allow employee time sheet to be populated from schedule
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Allow to View time off requests Allow employees to view time off requests
Admin | Configuration | System | Payroll Policies | Employee Setting |
Company | Payroll Policies | Employee Setting:
Automatic Clock Out | Missing Punch Out Minutes | Check this box to enable
Automatic Clock Out
automatic clock out
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting |
Automatic Clock Out Missing Punch Out Automatic Clock Out | Missing Punch Out Minutes | Missing Punch Out
Minutes Minutes
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Can Change Password Allow employees to change password
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Can View Status Board Allow employees to view the status board
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Action
Default Punch Labor Level Minutes Schedules Options |Number of minutes before and after the punch when schedules apply
Apply when using scheduled Labor Levels
Admin | Configuration | System | Payroll Policies | Employee Setting | Action
Company | Payroll Policies | Employee Setting:
Options | Use Employee' Scheduled Labor Levels before using Default Labor
Default Punch labor Level Option
Levels
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting |
Default Shift Minutes Automatic Clock Out | Missing Punch Out Minutes | Default Shift Minutes
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Action
Do not default to Transfer option after clock in Options | Do not default to "Transfer" option after employee has clocked in.
Admin | Configuration | System | Payroll Policies | Employee Setting |
Company | Payroll Policies | Employee Setting:
Supervisor Edits | Require a supervisor note when a Supervisor/Manager adds
Require Supervisor Note
or edits a timesheet.
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Restrict
Restrict To Schedule Window Minutes To Schedule | Enter the number of minutes for this "window".
Admin | Configuration | System | Payroll Policies | Employee Setting |
Company | Payroll Policies | Employee Setting:
Supervisor Edits | Send message to employee when a Supervisor/Manager
Send Message to Employee
adds, edits or deletes a timesheet.
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Options |
Time Sheet Submission View Timesheet submission view
Company | Payroll Policies | Employee Setting: Admin | Configuration | System | Payroll Policies | Employee Setting | Work
Work Hours Per Year Year | A work year consists of hours
Company | Payroll Policies | Holidays: Apply Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Holiday on Next Day Timesheet Settings | Apply the Holiday on the Next Day
Company | Payroll Policies | Holidays:
Admin | Configuration | System | Payroll Policies | Holidays | Employee
Employee Worked Holiday Daily Overtime Pay
Worked Holiday Daily Overtime | Pay OT1 when working the holiday
OT1
Company | Payroll Policies | Holidays:
Admin | Configuration | System | Payroll Policies | Holidays | Employee
Employee Worked Holiday Daily Overtime Pay
Worked Holiday Daily Overtime | Anything over hours
OT1 Hours Over
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Holidays:
Admin | Configuration | System | Payroll Policies | Holidays | Employee
Employee Worked Holiday Daily Overtime Pay
Worked Holiday Daily Overtime | Pay OT2 when working the holiday
OT2
Company | Payroll Policies | Holidays:
Admin | Configuration | System | Payroll Policies | Holidays | Employee
Employee Worked Holiday Daily Overtime Pay
Worked Holiday Daily Overtime | Anything over hours
OT2 Hours Over
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Apply to Overtime Timesheet Settings | Holiday hours apply towards overtime
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Daily
Daily Overtime Pay OT1 Overtime | Pay OT1
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Daily
Daily Overtime Pay OT1 hours Over Overtime | Anything over hours
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Daily
Daily Overtime Pay OT2 Overtime | Pay OT2
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Daily
Daily Overtime Pay OT2 Hours Over Overtime | Anything over hours
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Factor Timesheet Settings | Multiply worked holiday hours by a factor of
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Activate Holiday
Pay Type Rules | Pay Holiday as
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Required to Work Minimum Minutes Day After Required to work Minimum minutes after
Company | Payroll Policies | Holidays: Holiday
Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Required To Work Minimum Minutes Day
Required to work Minimum minutes before
Before
Company | Payroll Policies | Holidays: Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Required to Work Type Required to work
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Qualify On Time Worked Qualify employee based on time worked
Company | Payroll Policies | Holidays: Time Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Worked Type ID Qualify employee based on time worked
Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Company | Payroll Policies | Holidays: Holiday
Timesheet Settings | Un-worked holiday | Minutes to add for each un-worked
Unworked Minutes
holiday
Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Company | Payroll Policies | Holidays: Holiday
The employee must work their whole scheduled shift on the holiday, if the
Use Scheduled Shift Company Worked
holiday is marked as a company worked holiday
Company | Payroll Policies | Holidays: Holiday Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Worked Minutes Timesheet Settings | Worked holiday | Minutes to add for each worked holiday
Company | Payroll Policies | Holidays: Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Minimum Days of Employment Minimum days of employment to qualify
Company | Payroll Policies | Holidays: Pay Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Holidays Timesheet Settings | Holiday hours apply towards overtime
Company | Payroll Policies | Holidays: Admin | Configuration | System | Payroll Policies | Holidays | Holiday Eligibility |
Scheduled to Work On Holiday Employee must be scheduled to work on the holiday
Admin | Configuration | System | Payroll Policies | Holidays | Holiday
Company | Payroll Policies | Holidays: Use
Timesheet Settings | Worked holiday | Multiply worked holiday hours by a
Holiday Factor
factor of
Company | Payroll Policies | Lunch: Allow Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Allow
Manual Lunch manual lunches
Company | Payroll Policies | Lunch: Enable Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Enable
Meal Penalty Meal Penalty
Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type |
Company | Payroll Policies | Lunch: Lunch
Manual Lunches | Lunch Detail | Make start available for interactive punching
After Worked Minutes
after minutes of work
Company | Payroll Policies | Lunch: Lunch Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type |
Duration Minutes Manual/Auto Lunches | Lunch Detail | Allow for minutes of Lunch
Company | Payroll Policies | Lunch: Lunch Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Auto
Insert After Minutes End Lunches | Lunch Detail | End Lunch minutes after rounded clock in
Company | Payroll Policies | Lunch: Lunch Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Auto
Insert After Minutes Start Lunches | Lunch Detail | Start Lunch minutes after rounded clock in
Company | Payroll Policies | Lunch: Lunch Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Auto
Insert At Time Lunches | Lunch Detail | Start Lunch at
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Lunch: Lunch is Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Lunch
Overtime Detail | Apply Lunch to overtime
Company | Payroll Policies | Lunch: Lunch is Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type | Lunch
Paid Detail | Lunch is paid
Company | Payroll Policies | Lunch: Lunch
Admin | Configuration | System | Payroll Policies | Lunch | Lunch Type
Type
Company | Payroll Policies | Lunch: Meal Admin | Configuration | System | Payroll Policies | Lunch | Advanced Lunch
Penalty Add Minutes Rules | Meal Penalty Detail | Add minutes to the Time Sheet
Company | Payroll Policies | Lunch: Meal Admin | Configuration | System | Payroll Policies | Lunch | Advanced Lunch
Penalty After Minutes Rules | Meal Penalty Detail | Enable Meal Penalty after minutes of work
Company | Payroll Policies | Lunch: Meal Admin | Configuration | System | Payroll Policies | Lunch | Advanced Lunch
Penalty Duration Type Rules | Apply meal penalty rules towards the punch times
Company | Payroll Policies | Lunch: Meal Admin | Configuration | System | Payroll Policies | Lunch | Advanced Lunch
Penalty Labor Levels Rules | Meal Penalty Detail | Use Default/Current Labor Levels
Admin | Configuration | System | Payroll Policies | Lunch | Advanced Lunch
Company | Payroll Policies | Lunch: Meal
Rules | Meal Penalty Detail | If the total minutes worked is less than or equal to
Penalty Waive Minutes
the Meal Period may be waived by mutual consent
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Lunch Duration To Lunch Duration | Round actual lunch durations to
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Lunch Duration Type Lunch Duration | Round actual lunch durations to
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | OUT |
Lunch End To Round to the minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | OUT |
Lunch End Type Round to the minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | IN |
Lunch Start To Round to the minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | IN |
Lunch Start Type Round to the minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Short Lunches Down Short Lunches | Round short lunches down
Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Company | Payroll Policies | Lunch: Round
Short Lunches | Use above rounding only if the lunch taken is less than
Short Lunches Down Less Than Minutes
minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Short Lunches Down to Minutes Short Lunches | Round short lunches down to minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Short Lunches Up Short Lunches | Round short lunches up
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Short Lunches Up Less Than Minutes Short Lunches | Use above rounding only if the lunch taken is at least minutes
Company | Payroll Policies | Lunch: Round Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Short Lunches Up to Minutes Short Lunches | Round short lunches up to minutes
Company | Payroll Policies | Lunch: Use Lunch Admin | Configuration | System | Payroll Policies | Lunch Rounding | Round
Duration Rounding Lunch Duration
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Enable Meal Allowance Configuration | Enable Meal Allowance
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Amount Configuration | Amount of Meal Allowance
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Apply to Weekend/Holiday Configuration | Applies to time worked on Saturday, Sunday, Holiday
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Only for out of schedule time Configuration | Only applies to time outside of scheduled shift
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Pay Adjustment to Post Configuration | Pay Adjustment to Post
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Qualification Configuration | Time / Duration Qualification
Company | Payroll Policies | Meal Allowance: Admin | Configuration | System | Payroll Policies | Meal Allowance
Meal Allowance Weekly Limit Configuration | Employee may not have more than meals per work week
Company | Payroll Policies | Member Count Admin | Configuration | System | Payroll Policies | Members
Company | Payroll Policies | Overtime: Daily Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
OT Resets 24 Hours from Punch In Time Daily Overtime Resets 24 Hours from Punch In Time
Company | Payroll Policies | Overtime: Daily Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
OT Resets On New Day Daily Overtime Resets On New Day
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Overtime: 1 Apply Admin | Configuration | System | Payroll Policies | Overtime | Apply Overtime |
toward overtime Apply OT1 towards overtime
Admin | Configuration | System | Payroll Policies | Overtime | Overtime Factors
Company | Payroll Policies | Overtime: 1 Factor
| For OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Period Overtime |
by Period Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Weekly Overtime
by Week | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Weekly Overtime
by Week Hours Over | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Friday Friday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Monday Monday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Saturday Saturday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Sunday Sunday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Thursday Thursday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Tuesday Tuesday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Wednesday Wednesday | Pay OT1
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Friday Hours Over Friday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Monday Hours Over Monday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Saturday Hours Over Saturday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Sunday Hours Over Sunday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Thursday Hours Over Thursday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Tuesday Hours Over Tuesday | Anything over hours
Company | Payroll Policies | Overtime: 1 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Wednesday Hours Over Wednesday | Anything over hours
Company | Payroll Policies | Overtime: 2 Apply Admin | Configuration | System | Payroll Policies | Overtime | Apply Overtime |
toward overtime Apply OT2 towards overtime
Admin | Configuration | System | Payroll Policies | Overtime | Overtime Factors
Company | Payroll Policies | Overtime: 2 Factor
| For OT12
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Period Overtime |
by Period Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Weekly Overtime
by Week | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Weekly Overtime
by Week Hours Over | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Friday Friday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Monday Monday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Saturday Saturday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Sunday Sunday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Thursday Thursday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Tuesday Tuesday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Wednesday Wednesday | Pay OT2
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Friday Hours Over Friday | Anything over hours
Company Data Type Fields Time & Labor Online Field Location
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Monday Hours Over Monday | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Saturday Hours Over Saturday | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Sunday Hours Over Sunday | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Thursday Hours Over Thursday | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Tuesday Hours Over Tuesday | Anything over hours
Company | Payroll Policies | Overtime: 2 Pay Admin | Configuration | System | Payroll Policies | Overtime | Daily Overtime |
Wednesday Hours Over Wednesday | Anything over hours
Company | Payroll Policies | Pay Periods:
Admin | Configuration | System | Payroll Policies | Pay Periods | Monthly
Monthly
Company | Payroll Policies | Pay Periods:
Admin | Configuration | System | Payroll Policies | Pay Periods
Number of Periods per Year
Company | Payroll Policies | Pay Periods: Type Admin | Configuration | System | Payroll Policies | Pay Periods
Company | Payroll Policies | Pay Periods: Work Admin | Configuration | System | Payroll Policies | Pay Periods | Work Week
Week Start Day Start Day
Company | Payroll Policies | Payroll Policy
Admin | Configuration | System | Payroll Policies | Payroll Policy | Policy Name
Name
Company | Payroll Policies | Round to Admin | Configuration | System | Payroll Policies | Round to Schedule | In | Up
Schedule: Round In After Schedule to minutes after
Company | Payroll Policies | Round to Admin | Configuration | System | Payroll Policies | Round to Schedule | In | Up
Schedule: Round In Before Schedule to minutes before
Company | Payroll Policies | Round to Admin | Configuration | System | Payroll Policies | Round to Schedule | Out |
Schedule: Round Out After Schedule Up to minutes after
Company | Payroll Policies | Round to Admin | Configuration | System | Payroll Policies | Round to Schedule | Out |
Schedule: Round Out Before Schedule Up to minutes before
Company | Payroll Policies | Standard Admin | Configuration | System | Payroll Policies | Standard Rounding | In |
Rounding: Round In Times to Round to the minutes
Company | Payroll Policies | Standard Admin | Configuration | System | Payroll Policies | Standard Rounding | In |
Rounding: Round In Type Round to the minutes
Company | Payroll Policies | Standard Admin | Configuration | System | Payroll Policies | Standard Rounding | Out |
Rounding: Round Out Times to Round to the minutes
Company | Payroll Policies | Standard Admin | Configuration | System | Payroll Policies | Standard Rounding | Out |
Rounding: Round Out Type Round to the minutes
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Count Time Towards Configuration | Count time towards the date
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Enable Spread of Hours Configuration | Enable Spread of Hours Pay
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Reject Duplicate Punch Time Configuration | Reject duplicate punch time within minutes
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Reject Opposing Punch Time Configuration | Reject opposing punch time within minutes
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Split Shift On New Day Configuration | Activate Split Shifts at Time of Day Change
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Spread of Hours Amount Configuration | Spread of Hours Pay | Add pay adjustment in the amount of $
Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Company | Payroll Policies | Time Sheet
Configuration | Enable Spread of Hours Pay where duration of the work day
Processing: Spread of Hours Duration
exceeds minutes
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Spread of Hours Duration Type Configuration | Apply Spread of Hours rules towards the punch times
Company | Payroll Policies | Time Sheet Admin | Configuration | System | Payroll Policies | Time Sheet Processing
Processing: Time Of Day Change Configuration | Time of Day Change
Admin | Configuration | System | Schedules | Schedule Template Properties |
Company | Schedules | Access Type
Access Type
Company | Schedules | Day of Week Admin | Configuration | System | Schedules | Work Times
Company | Schedules | End Time Admin | Configuration | System | Schedules | Work Times | End time
Company | Schedules | Labor Level(s) Admin | Configuration | System | Schedules | Work Times | Labor Level(s)
Company Data Type Fields Time & Labor Online Field Location
Admin | Configuration | System | Schedules | Schedule Template Properties |
Company | Schedules | Owner
Owner
Company | Schedules | Start Time Admin | Configuration | System | Schedules | Work Times | Start time
Admin | Configuration | System | Schedules | Schedule Template Properties |
Company | Schedules | Template Name
Template Name
Company | Shift Differentials | Additional Pay Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Factor Shift Differential Rule | Pay Modification | Additional Pay Factor
Company | Shift Differentials | Additional Wage Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Factor Shift Differential Rule | Pay Modification | Additional Wage Per Hour
Company | Shift Differentials | Advance Admin | Configuration | System | Shift Differentials | Shift Differential Policy |
Differential Rules Use Advanced Differential Rules
Admin | Configuration | System | Shift Differentials | Shift Differential Policy | If
Company | Shift Differentials | Crosses the employees time crosses more than one differential in a Day Shift Group
(Day/Shift Group) the employee receives the differential with the majority of time accrued toward
it.
Company | Shift Differentials | Day Admin | Configuration | System | Shift Differentials | Shift Rules | Day
Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Company | Shift Differentials | End Time
Shift Differential Rule | Shift Times | End Time
Company | Shift Differentials | Fix Differential Admin | Configuration | System | Shift Differentials | Shift Differential Policy |
Clock In Fix differential to the Clock In
Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Company | Shift Differentials | Min Hours Shift Differential Rule | Advanced Rules | An employee must work at least
minutes in this differential to receive it.
Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Company | Shift Differentials | Required Shift Shift Differential Rule | Advanced Rules | An employee must have work time
between and to receive this differential.
Admin | Configuration | System | Shift Differentials | Shift Rules | Add Rule |
Company | Shift Differentials | Shift Code
Shift Differential Rule | Shift Code | Shift Code
Company | Shift Differentials | Shift Policy Admin | Configuration | System | Shift Differentials | Shift Differential Policy |
Name Policy Name
Company | Time Clocks | Active Employee Admin | Configuration | System | Time Clocks | Clock Configuration | Current
Count Zone | Active Employees
Admin | Configuration | System | Time Clocks | Clock Configuration | Clocks
Company | Time Clocks | Clocks Assigned
Assigned
Admin | Configuration | System | Time Clocks | Clock Configuration | Current
Company | Time Clocks | Zone Name
Zone | Add | Add Zone | Zone Name
Employee Functions
Actions Section
The Actions section of your home page allows you to clock in and out, start and end lunches and
breaks, and transfer from one job or department to another. You also have the option to enter
notes about the transaction.
1. Click Change Labor Levels to change a labor level or job level to associate the action
with. When complete, click Apply.
Note: Your company can customize the label for this option.
2. Click the Action drop-down menu, then select the action you wish to perform.
Clocking In
2. In the Notes field, you can type a note about the transaction.
Clocking Out
Starting Lunch
2. In the Notes: field, you can type a note about the transaction.
Ending Lunch
2. Click Change Labor Levels to change a labor level or job level with which you wish
to associate the action.
Note: Your company can customize the label for this option.
3. In the Notes field, you can type a note about the transaction.
Starting Break
2. In the Notes field, you can type a note about the transaction.
Ending Break
2. Click Change labor levels to change a labor level or job level with which to
associate the action.
Note: Your company can customize the label for this option.
3. In the Notes field, you can add a note along with the transaction.
1. Click the Action drop-down menu, then select the action you wish to perform.
2. Click Change Labor levels. From the labor level drop-down menu, select the new
department or job.
4. Click Punch to complete the action so you are now clocked in under the new labor
level.
The timesheet is an online form that allows you to enter the date, start day time, start lunch time,
end lunch time, end day time, pay type, and notes. Control the form’s details by the selected
setting within the assigned Payroll Policy.
Note: Apply any auto-deducted breaks or lunches, whether paid or unpaid. If you see a
Submit Timesheet link on the Action menu, you can submit electronic timesheets. If it
is not visible, your administrator has not enabled that option and you can still clock in
using Paychex Time and Labor Online. The employee has the ability to delete
submitted shifts from the Submit Time sheet screen as long as the shift has not been
approved by the supervisor or if the pay period has not been locked.
Submit Time Sheet section for Show Start Time and Duration
Field Description
Date Defaults to today’s date.
Start Day Defaults to the default start time assigned in the Allow
Employees to submit Time Sheet for: section, located
on the Edit Employee screen.
Hours Defaults to zero hours; type the total hours of the shift.
Type Defaults to Work pay type. Use the drop-down menu to
select the desired pay type.
Notes Use to enter any required notes. Notes display in the
Timesheet section.
Submit Time Sheet section for Show Start Time and End Time
Field Description
Date Defaults to today’s date.
Start Day Defaults to the default start time assigned in the Allow
Employees to submit Time Sheet for: section, located
on the Edit Employee screen.
End Day Defaults to a blank window; type the end time.
Type Defaults to Work pay type. Select a pay type from the
drop-down menu.
Notes Use to enter any required notes. Notes display in the
Timesheet section.
Submit Time Sheet section for Show Start Time and End Time with
Lunch
Field Description
Date Defaults to today’s date.
Start Day Defaults to the default start time assigned in the Allow
Employees to submit Time Sheet for: section, located
on the Edit Employee screen.
Start Lunch Type the lunch start time.
End Lunch Type the lunch end time.
Note: Each default assigned Labor Level displays by level and assigned entity.
2. Change your labor levels by selecting them from the drop-down menu, then
clicking Apply.
3. Click Apply on the Submit Timesheet screen to add your shift with your
new labor levels selected.
1. Click To – From Date windows to manually enter desired dates to view or click
to select a date range.
3. Click Go to Links to select the Previous, Current, or Next pay period, or, Previous,
Current, or Next week.
The timesheet is an online form that allows you to enter the date, start day time, start lunch time,
end lunch time, end day time, pay type, and notes. The Employee Settings section within the
assigned Payroll Policy controls the form’s details.
• An employee cannot change an entry after they submit it unless the Employee
Setting with the assigned payroll policy is set to allow employees to edit
timesheets after administrator approval. Otherwise, only administrators can edit
timesheets after the employee submits hours.
• Click Timesheet Express to access this page in the Submit Time Sheet screen.
Header Section
1. Click Timesheet to return to the Submit Timesheet screen.
2. Type the number of shifts to be displayed per day in the Shifts per day field.
3. Search By:
• Code (requires exact match): Use when the exact Labor Level Code is known.
Select the appropriate labor level from the drop-down list.
• Description (requires partial match): Use when part of the description is known
instead of code. Select the appropriate labor level from the drop-down list.
4. Click To – From Date windows to manually enter the desired dates to view or click
to select date.
6. Click Go to links to select Previous, Current, or Next Pay Period, or Previous, Current,
or Next Week.
Field Description
Type Defaults to work pay type. Use the drop-down menu to select the
appropriate pay type.
Start Day Defaults to the start time assigned in the Allow Employees to submit
Time Sheet for: section, located on the Edit Employee Information
screen. Type the start time of the shift.
Hours Default is zero hours. Type the total hours of the shift.
Labor Levels Defaults to assigned levels for each employee.
Notes Used to enter in any required notes; notes display in the Timesheet
section.
Submit Time Sheet Section for Show Start Time and End Time
Detailed for each day of the work week.
Field Description
Type Defaults to work pay type. Use the drop-down menu to select the
appropriate pay type.
Start Day Defaults to the start time assigned in the Allow Employees to submit
Time Sheet for: section, located on the Edit Employee Information
screen. Type the start time of the shift.
End Day Defaults to a blank window; type the end time of the shift.
Labor Levels Defaults to assigned levels for each employee.
Notes Used to enter in any required notes, notes display in the Timesheet
section.
Submit Time Sheet Section for Show Start Time and End Time with
Lunch
Detailed for each day of the work week.
Field Description
Type Defaults to work pay type. Use the drop-down menu to select the
appropriate pay type.
Start Day Defaults to the start time assigned in the Allow Employees to submit
Time Sheet for section, located on the Edit Employee Information
screen. Type the start time of the shift.
Start Lunch Type the lunch start time.
End Lunch Type the lunch end date.
Note: The End Lunch time cannot be less than the Enforce Lunch
rule.
End Day Defaults to a blank window; type the end time of the shift.
Labor Levels Defaults to assigned levels for each employee.
Notes Used to enter in any required notes, notes display in the Timesheet
section.
Field Description
Type Defaults to work pay type. Use the drop-down menu to select the
appropriate pay type.
Hours Type the number of hours related to the pay type that you select.
Labor Levels Defaults to assigned levels for each employee.
Notes Used to enter in any required notes, notes display in the Timesheet
section.
Status Section
The Status section of your home page displays your current work status as one of the following:
• In
• Out
• Lunch
• Break
• Transfer
Paychex Time and Labor Online determines your status by your last punch. If you just clocked in
for the day, your status is Clocked In.
Example: An employee works Monday through Wednesday 8:00 a.m. to 5:00 p.m. with an
hour lunch taken at noon. The same employee works Thursday and Friday.
Messages Section
The Messages section allows employees to view messages sent to them by administrators or
supervisors.
Example:
Field Description
Checkbox Select one or multiple messages to delete from your message list.
Expiration Date Displays the date the message expires.
Sender Displays who sent the message.
Message Displays the text of the message.
All Deletes all messages from your message list.
Delete Click Delete to delete the message from your message list.
Field Description
Calendar Icon Enables user to view a date range of time worked and non-
worked time.
Approval Displays if employee or supervisor has approved time for the
given dates.
Type Displays the type of punch or transaction associated with the
calendar day.
Reg Displays the total number of paid hours for the week in each
category.
Pay Types Displays the total number of paid hours for the displayed pay
type. For example, lunch, vacation, work, etc.
Total (bottom) Displays the total number of paid and unpaid hours by the
selected date range. For example, current week.
Schedule Section
The Schedule section allows you to view your schedule. Paychex Time and Labor Online displays
the current week’s schedule by default. This section contains the following fields:
Field Description
Day/Date Displays the day of the week worked.
Start Displays the scheduled start time.
End Displays the scheduled end time.
Total Time Displays the total duration of hours for the shift.
Previous and Next Click Previous to return to previous pages. Click
Next to advance to next pages of schedules.
The definitions of the pay adjustments are on the Pay Adjustments page.
Note: This section is hidden by default. To maximize or display this section, go to your
Personal Settings icon.
Field Description
Type Select the adjustment type.
Date Type the date to post this adjustment.
Amount Type the amount for this adjustment.
Notes Type any notes you wish to associate with this
adjustment.
Adjustments Section
Pay adjustments are lump sum additions or subtractions to your pay. If your company is using
Paychex Time and Labor Online to track pay information, you can display the adjustments.
Note: This section is hidden by default. To maximize or show this section, click Personal
Settings icon.
Field Description
Day Displays the day of the week the adjustment is made.
Date Displays the date the adjustment is made.
Type Displays the type of adjustment. For example, bonus, union
dues, or tips.
Amount Displays the amount of the adjustment.
Notes Displays any notes regarding the adjustment.
Benefits Section
The Benefits section allows you to view the number of benefit hours you accrued, used, and that
remain. Each benefit has a link that displays the Detailed Benefits page for that employee. Refer
to the Detailed Employee Benefits section for additional information. This section contains the
following fields:
Note: When the Hide Benefits feature is set to Yes, the Initial, Granted, and Used columns are
replaced with Current Balance, Approved, and Available Balance. The Benefit types are
not linked.
Field Description
Initial Displays the number of hours the employee received upfront
or that rolled over from the previous accrual period.
Accrued Displays the number of hours accrued, based on the benefits
accrual rules established.
Granted Displays the number of hours available for use or additional
hours given to the employee as an adjustment.
Used Displays the amount of time used or taken by the employee
since the accrual reset date. Paychex Time and Labor Online
calculates this number based on the vacation, sick, or
personal shifts entered for the employee.
Balance Displays the number of hours remaining.
Color-coded push pins in the columns indicate if the employee is out for the day, clocked in for the
day, at lunch, or at break. For example, a red push pin in the Out column indicates that employee has
clocked out; and a green push pin in the Working column indicates that the employee is currently
clocked in. The Notes column displays any notes the employee entered at his or her last punch. By
default, the Status Board displays all employees.
• The appearance of the site, including color schemes and fonts Paychex Time and Labor Online
stores these settings with the employee’s user profile so they are consistent from any computer
where the employee logs on. Click the Personal Settings icon to adjust these settings.
Sections Subsection
You can change the default state for the sections included on your Employee Home Page.
You can set sections to be Maximized, Minimized, or Hidden.
Select the state you wish for each section of your Employee Home Page by clicking the
drop-down arrow and selecting one of the following states.
State Description
Maximize Section’s label and its content are visible. We
recommend this state for sections you use
frequently because it gives you the fastest possible
access to a section’s contents and actions. When
you first visit Paychex Time and Labor Online, all
sections are maximized.
Minimize Section’s label is visible, but its content is not. We
recommend this state for sections you use
occasionally. Pages with minimized sections
display faster because less information needs to be
transferred from the Paychex Time and Labor
Online servers to the user’s screen. You can
readily display the content of a minimized section
by clicking the label.
Hidden Neither the section’s label nor its content are
visible. You cannot view the section at all. We
recommend this state for sections you rarely or
never use. Pages with hidden sections display
faster than pages with maximized or minimized
sections.
• Number of employees to list per page: Type the number of employees you wish to
display on each page of the Status Board tab.
• Status board refreshes every X minutes: Type how often you wish the Status Board to
refresh the displayed data.
Note: If you set this variable to 0, the Status Board does not automatically refresh.
Field Description
Color Select a color scheme to apply.
Theme
Size Type a default width in pixels for pages in your browser. If you
are unsure, leave this setting at 720.
Formats Define a look for page content.
• Heading Font Size: Select a font size for section and page
headings.
Session Select the length of time that the user is to remain logged on
Time Out without any activity from the user.
Note: You must click Apply Changes to save the changes made.