Global Modifications

The Global Modification process provides a way to add/modify/delete job code assignments, change custom fields at the employee and employee job code levels, add/remove accrual rules, change the class, department, manager, or salary. This is a great time saver when a new job code or accrual rule has been created and needs to be assigned to a group of employees.

4.7.1. Globally Assigning a Job Code

1. In WebManager, go to Employee > Global modification. 2. From the Action menu, select Add

3. Select the job code(s) you wish to assign from the list on the right. 4. Choose the rate (if you are tracking rates in TimeClock Plus).

 If you wish to use the selected job code’s rate as defined in the Master Job Code List then leave No changes to rate selected.  If you wish for the selected job code to use each employee’s

default rate then select Use default rate.

 If you wish for the selected job code to use an individual rate and want to override the rate defined for that job code in the Master Job Code List then select Change rate to and enter the rate.  If you wish for the selected job code to use each employee's

default rate plus a specified amount then select Rate plus $ and enter that amount.

 If you wish for the selected job code to use each employee's default rate plus a specified percentage then select Rate plus %

and enter that percentage.

5. The next several settings are already defined in the Master Job Code List for the selected job code: Active, Clockable, Earns overtime, Auto transfer,

Is Default job code, Count toward overtime, Allow client time sheet entry, Force Overtime 1, and Force Overtime 2. If you wish to override the Master setting then enable (black check) or disable the setting.

 A filled in check box does not mean the option will be enabled. It means that the global addition will apply the master setting (as defined in the Master Job Code List).

 An empty check box means the option will be disabled.  A check means the option will be enabled.

6. Enable any of the three tracked fields for this job code by checking the field and choosing (from the drop down list) when the field should be collected.

Before you proceed, remember that this global change, by default, will affect every employee your user has access to. If you want to only select a group of employees then click Criteria.

If you click Preview then the hour addition will be simulated to validate the addition. So the record will not be added, but the system will check the desired addition and report any problems.

4.7.2. Globally Un-Assigning a Job Code

1. In WebManager, go to Employee > Global modification. 2. From the Action menu, select Remove.

3. Select the job code(s) you wish to un-assign from the list on the right.

Before you proceed, remember that this global change, by default, will affect every employee your user has access to. If you want to only select a group of employees then click Criteria.

4. Click Process.

If you click Preview then the modification will be simulated to validate it. So nothing will be modified, but the system will check the desired

modification against everyone/the defined group of employees and report any problems.

4.7.3. Globally Modifying Assigned Job Codes

This globally changes the settings for job codes at the employee level (Add/Edit). It does not have any bearing on the job code settings in the Master Job Code List.

1. In WebManager, go to Employee > Global modification. 2. From the Action menu, select Modify.

3. Select the job code(s) you wish to modify from the list on the right. 4. Make any desired changes to the rate and/or settings:

 If you wish for the selected job code(s) to use the employee’s default rate then select Use default rate.

 If you wish for the selected job code(s) to use an individual rate or if the job code already is and you want to change the rate then select Change rate to and enter the rate.

 If you wish to add an amount to the job code’s individual rate then select Rate plus and enter an amount to add. This will not affect job codes that are configured in Add/Edit to use the employee’s default rate. Only the job codes with their own rate will be affected by this modification). This global rate adjustment will be reflected in the employee’s Raise History (Employee >

Add/Edit > select an employee > Cumulative > Raise history).  If you wish to add a percentage to the job code’s individual rate

then select Rate plus and enter a percentage to add. This will not affect job codes that are configured in Add/Edit to use the employee’s default rate. Only the job codes with their own rate will be affected by this modification). This global rate adjustment will be reflected in the employee’s Raise History (Employee >

Add/Edit > select an employee > Cumulative > Raise history).  If you wish, enable or disable any of the following settings:

job code, Count toward overtime, and Allow client time sheet entry.

 A filled in check box does not mean the option will be enabled. It means that the global addition will apply the master setting (as defined in the Master Job Code List).  An empty check box means the option will be disabled.  A check means the option will be enabled.

 If you wish, enable any of the three tracked fields for the job code(s) by checking the field and choosing (from the drop down list) when the field should be collected.

Before you proceed, remember that this global change, by default, will affect every employee your user has access to. If you want to only select a group of employees then click Criteria.

5. Click Process.

If you click Preview then the modification will be simulated to validate it. So nothing will be modified, but the system will check the desired

modification against everyone/the defined group of employees and report any problems.

4.7.4. Globally Changing an Assigned Job Code’s Custom Field

1. In WebManager, go to Employee > Global modification. 2. Place a check under Employee job code custom fields. 3. Choose the custom field from the drop down list.

4. Click Edit.

5. Enter the value or choose an item from the drop down list (depending on the type of custom field) and click OK.

Before you proceed, remember that this global change, by default, will affect every employee your user has access to. If you want to only select a group of employees then click Criteria.

6. Click Process.

If you click Preview then the modification will be simulated to validate it. Nothing will be modified, but the system will check the modification against everyone/the defined group and report any problems.

4.7.5. Globally Adding or Removing an Accrual Rule

1. In WebManager, go to Employee > Global modification. 2. Click on the Accrual Rules tab.