The Cumulative Tab

The Cumulative Tab provides a great deal of attendance information, and access to detailed attendance information, on one screen.

Information displayed on the Cumulative Tab is updated with the Close Week Process.

All Tardies and Absences are based on the employee schedule that was developed in the TimeClock Plus Scheduler application. If a schedule does not exist , these fields will be

blank.

The system uses user-defined rules to determine when an employee is considered absent or tardy. This information is set from the Scheduler configuration in the TimeClock Plus Defaults (accessed via Configuration, Preferences, Default, Scheduler

section).

Welcome to TimeClock Plus, Version 5.0 page 113 5.1.11.1. Tardy Statistics

This section presents the total number of times the employee has been tardy, and if any tardies were noted as excused. Click on the Detail button to display more detailed information on each of the tardies and any notes relevant to them. The Detail screen is also where you add a tardy record, edit an existing tardy record (ex. mark an individual tardy as “excused”), remove the record or print the details.

5.1.11.2. Absent Statistics

This section is similar to the Tardy Statistics section except that all information here is provided about absences. Absences are defined as when an employee did not work an assigned shift. The Detail screen allows you to Add, Edit, Remove or Print details about absences for the employee.

For TimeClock to track Tardies and Absences, a schedule MUST be setup in TimeClock Scheduler for the period specified.

5.1.11.3. Viewing Historical Data

The remainder of this tab provides the user with the ability to observe Regular and Overtime Hours by Job Code for the employee. The dropdown box is used to designate what period of time to display on the job code grid (this week, last week, last year, month to date, year to date, etc.). To display job code details on the screen:

1. Select the period of time from the dropdown box 2. Click on the Update button

3. To print the data displayed click on the print button

Across the bottom of the Cumulative tab are three buttons that provide access to more details about the employee’s accrual and raise history, and a history of messages that have been sent to and read by the employee. To access these details press one of the buttons:

Welcome to TimeClock Plus, Version 5.0 page 114 5.1.11.4. Accrual History Button

The Accrual History screen has two purposes:

ü Viewing hours accrued or taken to date

ü Manually inputting hours accrued or taken (ex. Inputting beginning balances for Sick Time)

When viewing the Accrual History, each Job Code that has Accrual History is shown on a different tab, so choose the tab for the Job Code you would like to view.

Each record includes the date it was posted, number of hours accrued, number of hours taken, the Excess used hours (when you have accrual caps, these are the hours accrued above the accrual cap. It is for tracking purposes only), whether this record was manually input (vs. calculated by the TimeClock Plus accrual process), if the accrual information was imported and if any adjustments were made for accrual resets.

To manually input a record for hours accrued or taken:

1. Click on the Add button and enter the Date Posted, Job Code and Amount Accrued, Amount Taken, or Accrued over limit amounts.

2. Click on the OK button when input is complete to accept it (or Cancel to exit the Add process without saving the input).

Reports containing accruals recorded/taken are provided in the Pay Periods Report Grouping under Accruals.

5.1.11.5. Raise History Button

The Raise History screen provides details on pay raises, by job code, for the employee (raises are given to employees from their Jobs tab, and the Raise button).

5.1.11.6. Message History Button

The Message History screen provides detail on all messages that have been sent to this employee. It includes the Date and Time Sent, Date and Time Read by the employee, and the actual text of the message. Message History for an employee can be printed once displayed by pressing the Print button on the bottom of the screen.

5.1.12. The Miscellaneous Tab

The Miscellaneous Tab is used to provide additional detail about this individual and any approvals required for his/her time.

Welcome to TimeClock Plus, Version 5.0 page 115 5.1.12.1. Options

This section of the screen is used to designate whether any approvals of shifts/time are required for this employee.

Shifts worked must be approved by a manager before week can be closed – If this option is checked, all shifts for this employee must be approved by a manager before the week can be closed. This approval is performed via the Edit Hours Process/Screen or the Approval Manager.

Shifts worked must be approved by this individual before the week can be closed – If this option is checked, all shifts for this employee must be approved by the employee before the week can be closed. This approval is performed via the View Hours Process provided by the On-Screen TimeClock or edit hours.

All required approvals must be completed before the Close Week Process is begun.

See Section 9.2 for more information on the Approval Manager.

Welcome to TimeClock Plus, Version 5.0 page 116 Always use default job code when clocking in – If this option is checked, the system will clock an employee in using their default Job Code without prompting them to choose it.

5.1.12.2. Shift Differential

This option will only show when the Shift Differential Module is installed)

Shift Schedule – This is where you specify which 24- hour shift definition this employee is associated with.

5.1.13. The Access Tab

This tab is used to designate which TimeClock Users have access to this employee’s personal information, whether Universal or Individual access.

Universal access is determined via the User List settings (Configuration à User List).

Individual access is granted on this screen by clicking on the User you wish to add access to, placing a red check mark next to their name.

Welcome to TimeClock Plus, Version 5.0 page 117 If you specify access to this employee to a user on the access tab, the user will automatically be given access to this employee in the user list. This prevents you from having to enter the access information twice, once on the Access tab for the employee

and once on the Access tab for the user!

Manager – the employee’s manager can also be designated via the dropdown box at the bottom of the Access tab, which can be used to filter criteria.

5.1.13.1. To Save the New Employee

To save the new Employee you must click on the Save button at the bottom of the Employee Info Tab. If you click on the Close button, all information will be lost and the system will exit the Edit Employee screen.