Detailed Employee Entry

From the main "Employee" section of the program, click on the [DETAILED ENTRY] icon located under the New Employee heading. The "Detailed Entry" screen opens.

1. The Required Information section of the screen contains the most basic profile information.

• Select the desired Salutation from the drop-down menu. This setting is optional.
• Enter the employee's First Name.
• Enter the employee's Middle Name, if desired.
• Enter the employee's Last Name.
• Enter an Employee ID. This ID will be displayed in various sections of the program, and should be easily recognizable.
• Enter a Card Number. This is the number the employee will use to punch in and out at a physical time clock. This number is also used for other forms of punch entry.

• Enter the employee's Hire Date. By default this field will be populated with the current system date. Click on the icon to select the date from a calendar.

2. The Photo section of the screen allows you to upload an image of the employee. The optimal file size is 100 x 100. Click on the [BROWSE] icon to select an image. Once the desired image has been selected, click on the [ADD PHOTO] icon.

3. The Suggested Information section of the screen contains information that is not required by the system, but may be useful for reporting and functionality purposes.

• If you would like to assign the employee to a Position, make the desired selection from the drop-down menu.
• If you would like to assign this employee to a Supervisor, make the desired selection from the drop-down menu.
• Select the employee's type of  pay (as in "Hourly," "Salaried," "Commission," etc.) from the Pay Type drop-down menu.
• Enter the employee's rate of pay into the Pay Rate field.
• Select the employee's interval of pay (as in "Hourly," "Monthly," "Annually," etc.) from the Pay Interval drop-down menu.
• If you would like to assign the employee to a Base Pay Code in the system, make the desired selection from the drop-down menu.

• If you would like to assign the employee to a default Department, click on the "No Department" link and make the desired selection from the menu that appears. This is the department assignment that will be used when specific departmental information is not entered with a punch.

4. The Demographics section of the screen allows you to specify optional demographic information for this employee. Click on the icon located to the left of the header. To save the profile without adding additional demographic information, click on the [SAVE] icon in the lower right-hand corner of the screen.

Related Topics

• Refer to Optional Employee Demographics for a breakdown of the available demographic information.

• See System Customization for more information on creating Positions in the system.

• The employees that appear for selection in the Supervisor field are specified as supervisors in the Demographics section of their employee profile.

• Refer to Base Pay Codes for information on creating the codes that are available for selection in this field.

• Refer to Department Structure for information on setting up the departments that your company uses.