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Employees

    Using the Employees Jump-Start Option


    When the initial Jump Starts window is displayed, select Employees and the following widow will be displayed:

    Jump_Emp-1.png
     

    Adding Employees - (Step 1)

    This step allows you to capture all employees quickly and easily.

    Note: If you entered an employee incorrectly, employee details can always be amended by editing the employee master file details as described in the View and Edit Employee Information section of this Jump-Start Guide.

    To add employees, proceed as follows:

    1. Select the Add your Employees button and the following window will be displayed.


    Jump_Emp-2.png
     

    1. When the above window is displayed, enter the required information into the appropriate text boxes (fields).
    1. Press the Add button to add the employee to the system.
    2. Repeat steps 1 and 2 to add all employees to the system.
    3. Once completed, select the Close button. The Jump-Start Employees window will again be displayed. 

     

    Assigning Employee Cards - (Step 2)

    This step is where available Employee Cards are assigned to each of the employees. To assign cards to the employees, proceed as follows:

    1. In the Jump-Start Employees window, select the Give each employee a card button and the following window will be displayed.
       

    Jump_Emp-3.png
     

    1. Use the mouse cursor and dragging the required card from the Available Cards list to the Card Number field. Once the card is assigned, the employee detail will be grayed out, indicating that the card assignment was successful.
    2. If the wrong card was assigned to an employee, it can be corrected by dragging the correct card number from the Available Cards list over the wrong card number and dropping it there.
    3. Selecting the Give Everyone A Card button, each employee will automatically be assigned a card by the system. The allocation is done in a numerical order (from the lowest to the highest number that’s available).
    4. Select the Close button once the task has been completed. The Jump-Start Employees window will again be displayed.

     

    Creating Employee Shifts - (Step 3)

    This option enables new shifts to be created by means of a wizard.

    Note: It is recommended that you have all the shift rules at hand when starting this wizard to create shifts.

    To create a Shift, proceed as follows:

    1. In the Jump-Start Employees window, select the Create some Shifts button and the following window will be displayed.
       

    Jump_Emp-4.png
     

    1. Click on the Add a new Shift button to start the shift creation wizard. Using this wizard, Enter the Shift Code that will be used to identify the particular shift, a Description of the shift and if required Notes can be added that further identifies the shift. Once completed select Next.

     

    Jump_Emp-5.png
     

    1. The next requirement is to set the days of the week that are to be Worked and also the Start and End times for each day.

      Note: The working Yes/No can be toggled by clicking on the text and the times are set by selecting the time block and typing in the required times.

     

    Jump_Emp-6.png
     

    1. Once the required daily details for the week have been defined, select Next.
    1. The next requirement is to select if the employees on this shift have a Lunch Break or not. Once selected click Next. If No then go to step and if Yes, continue with step 6.
       

    Jump_Emp-7.png
     

    1. Enter in the start (From) and end (To) times for the lunch break and if they are required to take a lunch break, enter the Minimum time to be taken.
    2. The next option is used to select if the employees receive a Paid Lunch Break or not.
    3. Use the final option to select if the employees are required to Clock In/Out for the lunch break or not. Once completed select Next.
       

    Jump_Emp-8.png
     

    1. The next option is used to select if Rounding is to be used or not. Rounding is used to shift the clocked time to the nearest rounding time, i.e. if the rounding time is set for 20 minutes and an employee clocks at 12:17 then the time will be adjusted to the closest 20 minutes, therefore the clocking will be changed to 12:20. If the clocking was for say at 12:04 then the clocking would become 12:00.
    2. Once defined, select Next. If rounding is to be used (Yes) continue with step 11 else go to step 12.
    1. Set the Rounding Period that is to be used and also the Rounding Break for the In and Out clockings. Select Next to continue.
       

    Jump_Emp-10.png
     

    1. The next step is to define when the employees on this shift are to be paid, weekly, bi-weekly or monthly. Once defined select Next
       

    Jump_Emp-11.png

     

    1. You then need to select the Day of the week on which the pay week starts. Once selected click Next.


    Jump_Emp-12.png
     

    1. Once the information has been captured, select Finish and the system will now create the shift and add it to the list of shifts.
    2. To return to the Jump-Start Employees window, select Close.

     

    Assigning Shifts to Employees - (Step 4)

    This option enables shifts to be assigned to employees. To assign defined shifts: proceed as follows:

    1. In the Jump-Start Employees window, select the Put each employee on a Shift button and the following window will be displayed.
       

    Jump_Emp-14.png
     

    1. Assign the required shift to an employee by dragging the shift code from the list of shifts to the employee Shift field. When a shift is assigned, the employee details will be grayed out in the list, indicating that the assignment was successful.

      If all the employees are on the same shift, select and highlight the required shift and then select the Put Everyone on the Highlighted Shift button. This will then assign the highlighted shift to all the employees.

      Note: If the wrong shift was assigned to an employee, it can be corrected by editing the Employee Master File.
       
    2. Select the Close buttons to close the Jump-Start wizard.

     

    Once the Jump-Start wizard has been completed and employees have been added, access cards and shifts have been allocated, CS Time will be functional and can start recording the employee clockings.


    The Jump-Start wizard can be used at any time to quickly perform the above tasks. The Jump-Start wizard is activated from the CS Time User and Configuration Modules using the Jump-start toolbar icon.

     

     

    Permalink:  http://tinyurl.com/qadrepn

    Page last modified 17:02, 16 Sep 2014 by cay-lynne CS Time/TNA Documents > Configuration Module > Jump Start > Employees

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