Attendance Enterprise Manager Self Service

Transcription

1 Attendance Enterprise Manager Self Service

2 Attendance Enterprise Manager Self Service A Companion Document to Attendance Enterprise , InfoTronics, Inc. All Rights Reserved. InfoTronics, Attendance, and Attendance Enterprise are trademarks of InfoTronics, Inc. Microsoft and Windows are registered trademarks of Microsoft, Inc. All other company and product names are registered trademarks, or trademarks of their respective holders. Information in this document is subject to change without notice.

3 Chapter 1 Introduction... 5 Purpose... 5 Who Can Use MSS... 5 What You Can Do in MSS... 5 MSS Glossary... 5 Accessing MSS... 7 Navigating Through MSS... 7 Navigating Using MSS Buttons... 8 Chapter 2 Managing Employees... 9 Accessing Employee Information... 9 Using the Employees tab... 9 Using the Time Card Using Custom Groups on the Employees Tab Using Custom Groups in the Employee Groupings Area Viewing Employees Grouped by Exception Reviewing and Updating Employee Information Reviewing and Updating Employee Personal Information Reviewing Archived Time Cards Reviewing Benefit Information Reviewing Leave Requests Adding an Employee Chapter 3 Editing an Employee s Time About the Time Card Viewing Employee Hours by Workgroup Using Time Card Toolbar Adding, Deleting, or Changing Punches Adding a Punch Changing a Punch Deleting a Punch Crediting and Debiting Time Crediting or Debiting Non-Worked Time Crediting Worked Time Performing a Special Edit Performing Workgroup and Pay Designation Transfers Performing a Workgroup Transfer Performing a Pay Designation Transfer Transferring Blocks of Hours from One Workgroup to Another Authorizing Time Cards and Workgroup Transfers Authorizing the Time Card Authorizing a Workgroup Transfer Attendance Enterprise Manager Self Service iii

4 Authorizing a Time Card as an Employee Using the Timesheet Chapter 4 Assigning Schedules Selecting a Different Employee Group Adding a Schedule Changing an Existing Schedule Using the Shortcut Menu to Schedule Chapter 5 Summaries and Reports Using Summaries Exception Summary Pay Designation Hours Summary Transfer Hours Summary Workgroup Hours Summary Payroll Sheet Summary Scheduled Activity Summary Authorization Activity Summary Absence Summary Changing the Information Displayed in Summaries Viewing Attendance Enterprise Summary Sheets Viewing Year-to-Date History for an Employee Changing the Information Displayed in YTD History Viewing Reports Viewing a Report from the Activities Tab Viewing a Report from the Summaries Tab Viewing a Time Card Report from the Time Card Chapter 6 Events and Messages Keeping Track of Events and Messages Accessing Events and Messages Chapter 7 Managing Your Account Reviewing Your Account Changing Your Password Setting Your Viewing Preferences Selecting a Color Theme Changing the Font Size Customizing Information in MSS Using the Time Card Daily Pay Designation Summary Filter Using the Pay Period Class Filter Using the Active Status Filter Enabling Time Card Employee Lists Using Exception Thresholds Attendance Enterprise Manager Self Service iv

5 Chapter 1 Introduction Manager Self Service (MSS) is a web-based component of Attendance Enterprise that allows managers to access time and attendance information for their employees. MSS allows easy, cost effective access to critical management tasks. Activities performed using MSS are immediately recorded in the Attendance Enterprise database; wherever and whenever important employee data is accessed it is accurate and up-to-date. Purpose The MSS site provides you with easy access to your employees' personal information and time and attendance data. Use MSS to view: Summaries of employees' schedule exceptions, worked hours, and scheduled hours. Individual employee time and attendance information including time cards; total earnings for a pay period; time worked broken down by workgroup; and time card adjustments. Employee personal information, benefits, and exception and pay history. Events and messages. Various reports. Who Can Use MSS Managers use MSS to access information, edit time cards, and manage employee schedules. Nonsupervisory employees use Attendance Enterprise Employee Self Service (ESS) to punch, request leave, and so on. What You Can Do in MSS The MSS site allows you to perform 5 primary tasks. View and edit employee time cards. Review and edit employee schedules. View several reports of time and attendance data including interactive summaries, summary sheets, customized reports, and YTD History views. Set account and viewing preferences for MSS. Review events and messages. MSS Glossary MSS concepts are defined on a task-by-task basis. This section provides a brief introduction to key Attendance Enterprise MSS concepts. Attendance Enterprise Manager Self Service 5

6 Introduction Term Authorize Clock Group Events Exception Home Workgroup Pay Class Pay Designation Pay Period Punch Time Card Transfer Workgroup Definition Managers can authorize time cards or workgroup transfers to verify their accuracy. You can also authorize a time card as an employee, if necessary. Clock group refers to the time recorders where employees can punch. For example, administrative staff may be required to enter punches at clocks located in the front half of the building. Events indicate successful or failed activities in Attendance Enterprise. Exceptions indicate the employee deviates from the schedule in some way. For example, if an employee arrives late, that generates a Tardy exception. The exceptions you see are set up at installation. The workgroup the employee usually works is the home workgroup. An employee can be temporarily or permanently transferred to another workgroup. Pay classes are a collection of Attendance Enterprise settings that capture your attendance guidelines and pay policies. For example, different unions represented in the same company treat overtime differently. Their members belong to different pay classes. A pay class is associated with each employee so that Attendance Enterprise can accurately calculate hours and gross pay for all employees. Pay designations indicate a category of pay. For example, Regular, Overtime, Sick. Also known as pay codes or pay types. Pay periods indicate how often employees are paid. For example, some employees are paid weekly, others monthly. Punches indicate when the employee has started or stopped working. The first punch is called the In punch; the second punch is the Out punch. Employees can also use punches to transfer in and out of workgroups. The time card displays the employee s punches, schedule, and pay totals. Credited time is also shown. Indicates that employee changes from one workgroup to another, temporarily. Attendance Enterprise organizes employees in a tiered hierarchy of workgroups. The examples here use 3 workgroups, but you can use as many as 7 in your organization. For example, an employee can be a part of the Administrative Cost Center (Level 3), within the Accounting Department (Level 2), within the Main Office Building (Level 1). Your workgroup level names will be different. Attendance Enterprise Manager Self Service 6

7 Introduction Accessing MSS See your system administrator for specific information on accessing MSS. In most cases, you can use the following steps to access MSS. 1. Launch your web browser. 2. In the Address field, type your company s URL for the MSS site and press ENTER. The Attendance Enterprise login window is displayed. 3. Enter your username and password and click Ok. The information you can access using MSS depends on your user rights. Rights can range from view-only access to editing and reporting abilities. Navigating Through MSS Use tabs to navigate to content areas Zoom to access more detailed information Use these areas to choose a date range Attendance Enterprise Manager Self Service 7

8 Introduction Navigating Using MSS Buttons MSS provides various buttons that allow you to change data, change to how you view data, or drill down for more detailed information. The following buttons are found throughout the MSS system. Button Function Drills down to more detailed information. This button is also used to find an employee. Indicates that the item can be changed. This button can be used to: Change or remove a punch in the time card. Authorize time worked in a workgroup in the Workgroup Summary section of the time card. Change a schedule. Enable or disable pay designations or exceptions. Credits time in the time card. Adds a schedule. Indicates how lists are sorted. In this example, the employees are sorted by ID in ascending order. Selects the item positioned next to the arrow. Indicates the employee s home workgroup. Displays a shortcut menu. Selects an employee or view. Provides access to additional options or employees. Adds a punch in the time card. Attendance Enterprise Manager Self Service 8

9 Chapter 2 Managing Employees MSS helps you manage your employees. You can add an employee to MSS from the Activities tab, or drill down to an individual employee s time card from the Employees tab. You can access employee schedules, personal information, historical attendance records, and benefits. To edit an employee s time, see page 24. To edit an employee s schedule, see page 35. Accessing Employee Information Employee information can be accessed in several ways. The Employees tab allows access to basic employee information. From there you can drill down to employee time cards. Custom groups, if used, allow you to browse to employees using groups customized to streamline your job. Employee information can also be accessed using exception views, which group employees by the times they deviate from the schedule. Using the Employees tab The Employees tab lists employees and some basic information about the employee, such as his or her name, employee ID number, and badge. The way employees are listed on your Employees tab depends on your system setup. Some organizations use custom employee groups for each MSS user, some do not. If you do not see custom employee groups, browse directly to an employee s time card using the by the employee s name. To edit an employee s time card, see Chapter 3. Sorting the Employee List By default, the employee list on the Employees tab is alphabetical by employee last name. You can sort the list by ID or badge number by clicking at the top of the column. The list is resorted by the selected category. In this example, the list is sorted alphabetically by employee last name, indicated by the in the Name column. Attendance Enterprise Manager Self Service 9

10 Managing Employees Using the Time Card The time card displays an employee s schedule, as well as In and Out times. Hours earned by workgroup and pay designation are also displayed. You can access an employee s Personal Information, archived time cards, year-to-date history, and benefits using buttons on the time card. To access the time card: 1. Click the Employees tab. 2. If you have custom employee groups, click next to a group name until you reach a list of employees. 3. Click next to the employee name. The employee time card is displayed. Selecting a Different Employee from the Time Card You can access a complete list of employees from time card. To access the employee list from any time card: 1. Click in the time card toolbar. 2. The employee list is displayed. You can select a new employee by clicking to the right of the employee. The selected employee s time card is displayed. Attendance Enterprise Manager Self Service 10

11 Managing Employees Using Custom Groups on the Employees Tab If you have custom groups, they are designed uniquely for you. You may see employees grouped by workgroup, shift, or active status, for example. In the following example, Frank has 3 employee groups to choose from. If Frank chooses Active Status by clicking, another list is displayed. If Frank chooses Active by clicking, another list is displayed. If Frank chooses Shift 3 by clicking displayed., the active status employees assigned to Shift 3 are Attendance Enterprise Manager Self Service 11

12 Managing Employees If Frank chooses Michael Capanna by clicking, Michael s time card is displayed. From the time card, Frank can access information about Michael Capanna. The time card itself lists Michael s schedule, his In and Out times, as well as totals for each pay designation and workgroup. Using Custom Groups in the Employee Groupings Area Employees can be viewed by groupings customized for you at installation. The categories in your Employee Groupings area depend on the employee groups set up for you in Attendance Enterprise. You will not see the Employee Groupings area unless you have employee groups designed for you in Attendance Enterprise. Click on a category name (for example, SHIFT 2 or SHIFT 3) to expand or contract the list. Click on an employee name to browse to the employee s time card. Scroll up or down to see additional lists, if necessary. Attendance Enterprise Manager Self Service 12

13 Managing Employees Viewing Employees Grouped by Exception An exception view groups employees by the exceptions they have incurred. For example, the Tardy Today exception view presents a list of employees that were late today. You can then drill down to the employee s time card and see more detailed information. Exception views must be set up in Attendance Enterprise to be available in MSS. There are 2 different ways to view employees grouped by exception. The method you use depends on an Operations tab setting, see page 62 for more information. If you have an Exceptions button employees by exception. on the time card, use the following section to view If you have an Exception Views section to the right of the time card, use the Viewing Exceptions Using Exception Views section on page 23. Viewing Exceptions Using the Exception List To view employees grouped by exception: 1. Click the Employees tab. 2. Browse to any employee s time card. 3. Click. A list of exceptions is displayed. 4. Click next to the exception list (for example, Tardy Today) to display a list of employees that have incurred the exception. Click next to Reverse Level to return to the previous list. 5. Click next to the employee s name to view his or her time card. Review or edit the time card if necessary. Attendance Enterprise Manager Self Service 13

14 Managing Employees Viewing Exceptions Using Exception Views If you have access to employee exceptions, but do not have an Exceptions button in the time card toolbar, you have an Exception Views section to the right of the time card. In this example, Phillip Adams name is selected in the Exception Views area. Once the exceptions have been corrected and reviewed for Phillip, you can quickly browse to Joseph Adolph s time card, who also has an exception, by clicking next to his name in the Exception Views area. Employees are removed from the list once their exceptions are corrected. Exception views are set up for you in Attendance Enterprise. Click on a category name (for example, Missing Punch or Tardy Today) to expand or contract the list. Click on an employee name to browse to the employee s time card. Scroll up or down to see more exception views, if necessary. Reviewing and Updating Employee Information Information about employees can be accessed using MSS. Employee Personal Information includes information like the employee s phone number, hire date, and so on. Archived time cards and benefit information can be accessed for each employee. Employee Personal Information and benefits can be updated, as needed. Archived time cards are view-only. Reviewing and Updating Employee Personal Information Managers and supervisors can access the employment information stored in Attendance Enterprise for their employees. MSS provides a convenient way of updating an employee s Personal Information. To access an employee s Personal Information: 1. Browse to the employee s time card. Attendance Enterprise Manager Self Service 14

15 Managing Employees 2. Click. The employee s Personal Information window is displayed. 3. Click next to the field that you want to change. A window is displayed containing all current information pertaining to this field. 4. Enter the new information and click Ok or click Cancel to cancel the change. The following table provides a list of the fields in the Personal Information window and a description of the information that can be viewed or changed. Field Name Badge Description Specifies the employee s first and last name, and middle initial. Specifies the employee s badge number. Attendance Enterprise Manager Self Service 15

16 Managing Employees Field Clock Group Workgroup Hourly Status Pay Type Primary Phone Secondary Phone Custom 1-6 Employee Self Service PIN Cell Phone Subscription ID Address ID Number Pay Class Sch. Pattern Date of Hire Employment Status Emergency Contact Birthdate Union Code Description Specifies the employee s assigned clock group. This identifies which time clocks the employee can use to perform transactions. Specifies the employee s home workgroup and the effective date for that workgroup. Specifies the hourly status, such as full or part-time, and the effective date for that hourly status. Specifies the employee s pay type, for example hourly or salaried. Specifies the employee s primary home telephone number. Specifies the employee s secondary telephone number. Specifies the information contained in the custom fields. Specifies the personal identification number that the employee must enter to access Employee Self Service. Specifies the cell phone s unique subscriber ID. Specifies the employee s address. Specifies the employee s unique ID number. ID numbers cannot be reused when an employee leaves the company unless the employee s records have been purged from Attendance Enterprise. Specifies the pay class, which determines the pay rules for this employee. Specifies the predefined pattern of ongoing schedules for the employee. Specifies the employee s hire date. Specifies the employee s employment status, for example active or terminated, and the status condition and effective date. Specifies the name of a person who can be contacted in case of emergency. Specifies the employee s date of birth. Specifies the code of the union that the employee is associated with. Attendance Enterprise Manager Self Service 16

17 Managing Employees Field Self Service Access Rights Cell Phone Access Rights Image Description Specifies this employee s access rights for Employee Self Service, which can include: Access to Employee Self Service. Employee can punch IN/OUT. Employee can transfer. Employee can indicate worked schedule. Employee can authorize time card. Employee can enter non-worked hours. Specifies this employee s access rights for cell phone access, which can include: Employee cell phone activity allowed. Employee may enable account on first usage. Employee punches IN/OUT on usage. Displays a picture of the employee. Reviewing Archived Time Cards Supervisors can review an employee s time cards for pay periods that have already occurred. These time cards are archived and saved for every pay period for which there is data in Attendance Enterprise. The information on the archived time card is view only and cannot be changed. Archived time cards are listed by pay period date. A section that displays the employee s schedule for the pay period is also included in the archived time card. To access an archived time card: 1. Browse to the employee s time card (see page 10). 2. Click to view a list of archived time cards available for this employee. Attendance Enterprise Manager Self Service 17

18 Managing Employees 3. Click next to the pay period you want to view to display the archived time card. To view an archive time card for another pay period, use the Back button in your browser to return to the archive time card selection list. Attendance Enterprise Manager Self Service 18

19 Managing Employees Reviewing Benefit Information Benefits are typically paid, non-worked time such as sick time or vacation. Available benefit amounts are maintained in benefit banks. Each employee has a separate bank for each benefit earned. Benefit banks start at a specific amount at a specific point in time. The benefit year is the period from a specific point in time until that same date one year later. Supervisors can view the benefit banks for an employee and determine the benefit amounts that are available or that have been paid out during the pay period listed. Unpaid amounts are listed as well as the remaining balance for each benefit. To view or edit benefit bank information: 1. Browse to an employee s time card. 2. Click to view the employee s benefit information for the pay period. 3. To view further information about the benefit, click. Benefit activity in the selected benefit bank is displayed. 4. Several edits can be made to the benefit banks from this window: Click in the Credit column to add hours or dollars to the benefit bank. Click - in the Debit column to subtract hours or dollars from the benefit bank. Click next to the balance to change the benefit balance. 5. Enter the date, amount, and reason for the benefit adjustment. 6. Click Ok to accept the change or Cancel to cancel the change. Attendance Enterprise Manager Self Service 19

20 Managing Employees Reviewing Leave Requests MSS provides a leave request approval view to manage leave requests. Select the Time Off Requests on the Summaries tab. next to The Time Off Requests page is displayed. Select her leave approval view. next to an employee s name to access his or The leave approval page is displayed. Attendance Enterprise Manager Self Service 20

21 Managing Employees The leave approval page contains the following sections: Section Description Describes the leave request and offers the option to approve or deny the request. Displays the schedules the employee currently has for the duration of the leave request. If the leave request is approved, the schedules will be converted to absence planned schedules. Displays the number of employees you have access to who are scheduled to work and scheduled to be off during the leave request period. Note: This differs from the Attendance Enterpris e client. Attendance Enterprise Manager Self Service 21

22 Managing Employees Section Description Displays other employees you have access to who are already scheduled to be off during the leave request period. The leave approval page changes after the employee s leave request is approved or denied. The number of remaining non-addressed leave requests is displayed. This entry is identical to the Time Off Requests line shown on the Summaries tab. This allows you to review all the pending requests quickly. When a request is approved, the system indicates the approval, changes the employee s schedules to absence planned schedules, and updates the relevant group statistics. Adding an Employee You can enter new employee information into the system. Not all information can be entered when adding an employee. Only the information needed to schedule the employee and calculate the time card is entered. Additional employment data is entered by your human resource personnel using the Attendance Enterprise client or by editing personal information. To add an employee: 1. Click the Activities tab. Attendance Enterprise Manager Self Service 22

23 Managing Employees 2. Click next to Add An Employee. The Add a New Employee window is displayed. 3. Enter the employee s personal information. Field Employee ID Badge Pay Class Clock Group Schedule Pattern Location Department Cost Center Hourly Status Pay Type 4. Click Ok. Definition Specifies the employee s unique identification number. Specifies the employee s badge number, or the number used to punch. If the employee does not punch, use 0. The only badge number that can be duplicated is 0. Specifies the group of attributes that define how attendance data and pay are calculated. Specifies the group of time recorders the employee can use to punch. Specifies the employee s schedule pattern. A schedule pattern is one that is common to many employees. Specifies workgroup level 1. Your company s workgroup names will be different. Specifies workgroup level 2. Your company s workgroup names will be different. Specifies workgroup level 3. Your company s workgroup names will be different. Specifies the employee s type of employment (for example Full Time, Part Time, Seasonal). Specifies the employee s pay type (for example, Hourly or Salaried). Attendance Enterprise Manager Self Service 23

24 Chapter 3 Editing an Employee s Time Employees punch in and out to record work time. Occasionally the supervisor must change punches, add punches, or make other changes to the employee s time. This is done from the time card or the timesheet. About the Time Card The employee time card can be accessed from the Employees tab and throughout MSS, as the final step in "drilling down" to more detailed information. The data displayed in the MSS employee time card is divided into sections. Section This section includes Notes Time Card Employee Groupings Exception Views Time Off Requests Earnings Workgroup Summary Daily Earnings A record of daily punches, scheduled hours, and exceptions. A way to navigate employees by custom groupings defined for you at installation. A list of employees who have exceptions. A list of time off requests, if applicable, made by the employee from ESS. A breakdown of the employee's worked hours and dollars in selected pay designations. A breakdown of the employee's worked hours by workgroup. Home workgroup hours are listed in blue by default. Other workgroups are listed in magenta by default. Displays hours in each pay designation by day (instead of just by pay period, as seen in the Earnings area of the time card). See page 12 to use the Employee Groupings area and page 62 to enable the Employee Groupings area. Either the Employee Groupings or the Exception Views area can be shown. See page 23 to use the Exception Views area and page 62 to enable the Exception Views area. Either the Employee Groupings or the Exception Views area can be shown. Displayed only if your company uses the leave management features of Attendance Enterprise and the employee has made a time off request. See page 61 to enable this area of the time card. Attendance Enterprise Manager Self Service 24

25 Editing an Employee s Time Section This section includes Notes Adjustments A list of edits made to the time card by the employee, supervisor, or other user with access rights. Viewing Employee Hours by Workgroup To view detailed information about different workgroups the employee has worked in, click in the upper left section of the time card. In the workgroup transfer time card, the time card section changes to display only workgroup transfer information. The workgroup, date and time of the transfer, total hours, and schedule are displayed. The home workgroup is displayed in blue and the transfer workgroups are displayed in magenta. Attendance Enterprise Manager Self Service 25

26 Editing an Employee s Time Click to return to the standard time card. Using Time Card Toolbar You make changes to the employee s time card using the toolbar buttons and the buttons in the body of the time card. Hovering over each button with the cursor displays a brief description of that button. The toolbar buttons you see depend on your user access rights. Adding, Deleting, or Changing Punches Maintaining punches is an important task in MSS because an employee must have an even number of punches (each In punch must have an Out punch) in order to be paid correctly. Additionally, some employees are paid or not paid depending on their adherence to a schedule. Again, punches must be maintained to avoid under or overpayment. Punch information is recorded in the Adjustments section of the time card. Adding a Punch You add a punch when an employee forgets to punch or is missing a punch for some reason. To add a punch: 1. Click in the toolbar or click next to the date you want to add the punch in the time card. The Add a Punch window is displayed with default information in each of the fields. 2. If necessary, modify the date, time, and transaction type and enter a reason for the edit. Your transaction types are unique to your company; consult your payroll manager for more information. 3. Click Ok. Changing a Punch You can change an existing punch. This can be used, for example, if an employee punches out at 7:00P.M., but actually stops working at 6:00P.M. You can also delete a punch from this window. To change a punch: Attendance Enterprise Manager Self Service 26

27 Editing an Employee s Time 1. Click next to the punch in the time card. The change punch window is displayed. 2. Enter the time and date of the punch. 3. Identify the type of shift or punch. Standard is the most common. 4. If Remove this Punch is selected, the punch is entirely cleared, not changed. 5. Click Ok to confirm the change or Cancel to cancel the change. Deleting a Punch Punches can be deleted from a time card if, for example, the employee punches in twice or enters an incorrect PIN number. To delete a punch: 1. Click in the time card. The Remove a Punch window is displayed. 2. Enter the date and time of the punch to delete. The date and time must exactly match an existing punch. 3. Click Ok. Another way to delete or change an existing punch is to click next to the punch time that you want to change. The Change a Punch window is displayed with the date and time information supplied for you. Attendance Enterprise Manager Self Service 27

28 Editing an Employee s Time Select Remove this Punch field to delete the punch. Crediting and Debiting Time Crediting or Debiting Non-Worked Time Crediting or debiting non-worked time is used to pay time when an employee did not work, such as sick or vacation time. You can debit non-worked time if, for example, you overpaid an employee in vacation hours. 1. Click in the toolbar or next to the shift hours. The Credit/Debit Hours or Dollars window is displayed. 2. Specify the date, time, pay designation, amount of hours or dollars to be credited or debited, and workgroup. To debit hours, use a (-) before the Amount. Attendance Enterprise Manager Self Service 28

29 Editing an Employee s Time 3. Select a reason code, if needed. 4. Click Ok to continue or Cancel to cancel the credit/debit. Crediting Worked Time You can credit worked hours for which an employee is not normally paid. For example, an employee works through lunch, however, pay rules specify that lunches are not paid. The Credit Worked Hours function calculates the amount of automatically deducted time and lets you credit the employee for that amount. Worked hours credited this way are always assigned the Regular pay designation. 1. Click. The Credit Worked Hours window is displayed with the current date and time and the amount that was automatically deducted in the amount field. 2. If needed, change the Amount field. 3. Click Ok to confirm the credit or Cancel to cancel. Performing a Special Edit Special edits are changes made to a time card specifying that an employee is paid to the scheduled or actual start or end of a shift. Special edits can be used to override a late or early punch and pay employees to their scheduled start or end times. Pay to actual start and pay to Attendance Enterprise Manager Self Service 29

30 Editing an Employee s Time actual end are used to override rounding areas, which pay according to schedules. Special edits can only be applied to shifts that are scheduled. To select a special edit: 1. Click. The Perform Special Edit window is displayed. 2. Enter the date and time and select the edit type. 3. Click Ok to confirm the special edit or Cancel to cancel. Performing Workgroup and Pay Designation Transfers Performing a Workgroup Transfer You can transfer an employee to another workgroup temporarily. The employee is transferred to the new workgroup until the end of the shift or until the employee punches or transfers again. To enter a workgroup transfer: 1. Click. The Transfer window is displayed. 2. Specify the date and time of the transfer and the workgroup where the employee transferred. 3. Click Ok to confirm the transfer or Cancel to cancel the transfer. Attendance Enterprise Manager Self Service 30

31 Editing an Employee s Time Performing a Pay Designation Transfer You can transfer an employee s hours at a particular time and date to another pay designation. The employee s hours are transferred to the new pay designation until the end of the shift or until the employee punches or transfers again. This is good for temporarily offering employees extra pay through the pay designation. To enter a Pay Designation transfer: 1. Click. The Transfer window is displayed. 2. Specify the date and time of the transfer and the workgroup where the employee transferred. 3. Click Ok to confirm the transfer or Cancel to cancel the transfer. Transferring Blocks of Hours from One Workgroup to Another Using the workgroup transfer time card you can transfer blocks of hours from one workgroup to another at a specific time of day. To transfer a block of hours: 1. Browse to the workgroup transfer time card (see page 25). 2. Click next to the workgroup from which you want to transfer hours. 3. Enter the amount of hours and the new workgroup information. Attendance Enterprise Manager Self Service 31

32 Editing an Employee s Time 4. Click Ok to enter the transfer or Cancel to cancel. Authorizing Time Cards and Workgroup Transfers Authorizing the Time Card At the end of a pay period, all employee time cards are automatically calculated and processed. Supervisors then check and make necessary edit to the time card before sending them to the payroll department. Once the supervisor completes the necessary adjustments, he or she authorizes and optionally locks the time card to prevent further edits. To authorize a time card for payroll: 1. Click. The Authorize a Time Card window is displayed. 2. Specify the date and time of the authorization. 3. To authorize all workgroup transfers, select Authorize All Transfers. 4. To protect the time card from further edits, select Prevent Additional Editing. 5. Click Ok to confirm the authorization or Cancel to cancel the authorization. When you have authorized a time card, Authorized is displayed after the name and ID of the employee on the time card. Authorizing a Workgroup Transfer Supervisors can also authorize a transfer that an employee made from one workgroup to another. Attendance Enterprise Manager Self Service 32

33 Editing an Employee s Time To authorize a workgroup transfer, click in the Workgroup Summary section of the time card. The is removed and replaced by, indicating the transfer is authorized. In addition, a line is added to the Adjustments section of the time card. Authorizing a Time Card as an Employee Employees can be granted the ability to authorize their own time cards. This is a useful way to allow employees to review their time cards and indicate that they are in agreement with the information contained in the time card. Supervisors can use summary sheets or reports to view a list of time cards that have not been authorized by employees. If an employee is unable to authorize his or her own time card, you can authorize it from MSS. To authorize a time card as an employee: 1. Click. The Authorize Time Card window is displayed. 2. Specify the date and time of the authorization. 3. Click Ok to confirm the authorization or Cancel to cancel the authorization. When an employee has authorized a time card, Emp OK is displayed after the name and ID of the employee on the time card. Attendance Enterprise Manager Self Service 33

34 Editing an Employee s Time Using the Timesheet A timesheet is used to quickly and easily enter hours for employees that do not punch. This is most often used to enter time for salaried employees. You can choose the date range to view in the timesheet (see page 7). To enter information in the timesheet: 1. Click next to Timesheet on the Activities tab. Timesheets for the selected time period and workgroup are displayed. To browse to a different group of employees or week, use the following buttons. Changes Timesheet view to the last group Changes Timesheet view to previous or next week Changes Timesheet view to the first group Changes Timesheet view to previous or next group You can also browse to a different time period by clicking in the MSS header. 2. Click next to the Adj. field to indicate the employee worked his or her schedule. For example, if Phillip Adams works July 13, click to enter 8 hours of actual time. Days the employee is scheduled (but do not have Actual hours) are highlighted in yellow. Attendance Enterprise Manager Self Service 34

35 Editing an Employee s Time 3. If a schedule is not present, you can type the total hours and pay designation (if necessary) in the Adj. field. 4. Click to save the changes Attendance Enterprise Manager Self Service 35

36 Chapter 4 Assigning Schedules The Schedules tab lists custom schedule groups, which are defined for you in Attendance Enterprise. Group schedules display multiple employee schedules for the current week. This allows you to view the number of employees scheduled for that week and the total hours. If you don t see schedule groups, use to see individual schedules by workgroup (see Selecting a Different Employee Group in the following section). You can access individual employee schedules through the Employees tab. The Schedules tab provides access to individual employee schedules by employee group. When you click to select an employee group, the schedules for that group are displayed. The schedules are displayed a week at a time. The group name and the total number of employees in the group are listed at the top. Each schedule cell contains In and Out punch times and total hours for a day. Employees can have up to five schedules per day. If the employee is scheduled to transfer to another workgroup, the transfer workgroup is listed in red in the cell. The benefit name and number of hours are displayed for scheduled benefits, for example, planned vacations. Attendance Enterprise Manager Self Service 36

37 Assigning Schedules The Schedules window provides several tools for navigating to different employees and to related information. Navigation Tool Scroll buttons Function Use these to scroll to employees included in the selected employee group. Scrolls to last employee in the group Scrolls to first employee in the group Scrolls to the next or previous employee in the group Personal Information Click to access the employee's Personal Information. Time card Click to access the employee's time card. Selecting a Different Employee Group To access a different group of employees from the Schedule tab: 1. Click. The Select a Group of Employees window is displayed containing a list of workgroups. Attendance Enterprise Manager Self Service 37

38 Assigning Schedules 2. Make a selection by clicking next to a workgroup, or click to drill down to additional workgroups. lets you go down a workgroup level within the selected workgroup, narrowing the list of employees displayed in the schedule group. When you click, the Scheduling window for that workgroup is displayed. Adding a Schedule You can add a schedule for an employee or add an additional schedule (up to five schedules in a single day). Schedule Type Normal Flex Definition Specifies a standard schedule with a specified start and end time. Indicates that the employee can choose when to begin work. Your company decides at installation upon a type of flex time. Absence Planned To add a schedule: Standard flex allows employees to punch in at any time as long as they work the total number of hours listed. Rotating flex matches the time employees work to the schedules associated with the level 2 workgroup. Schedules the employee for time off in the form of benefit hours, for example sick or vacation time. Attendance Enterprise Manager Self Service 38

39 Assigning Schedules 1. Click in a calendar cell on the Schedules tab. The Add a Schedule window is displayed. 2. Complete the fields as shown in the following table. Field Date Start Time End Time Hours Location, Department, Cost Center Description Specifies the date of the schedule. Specifies scheduled start time in 24-hour format. Specifies the scheduled end time in 24-hour format. Specifies the total number of hours in the schedule. Specifies the workgroup where the employee is scheduled to work. Your workgroup level names can be different. Location indicates workgroup level 1. Department indicates workgroup level 2. Cost Center indicates workgroup level 3. Schedule Style Specifies the style associated with this schedule. Schedule styles are predefined for you and may cause a pay enhancement. Schedule Type Specifies whether the schedule is normal, flex, or a planned absence. Benefit Specifies the type of benefit that applies to the absence (for example, vacation, personal time, bereavement, and so on) if an Absence Planned Schedule is selected. 3. Click Ok. The schedule is added to the employee's schedule. Changing an Existing Schedule To change an existing schedule: 1. Click in a calendar cell on the Schedules tab. The Change Schedule window is displayed. Attendance Enterprise Manager Self Service 39

40 Assigning Schedules 2. Complete the fields as described for the Add a Schedule window (see the previous section). If you want to delete the schedule, select Remove this Schedule Completely. 3. Click Ok. The revised schedule is displayed on the employee's schedule calendar. Using the Shortcut Menu to Schedule The Schedule window provides shortcut menus. To access a shortcut menu, click. Shortcut menus provide quick and easy access to the scheduling tasks you perform most often. A next to the selection indicates that there are additional options. To make a selection, click next to the item you want to select. Shortcut Menu Item Common Benefits Flex Off Off All Week Function Lists all common schedules available for this employee. Common schedules are associated with the employee s workgroup level 2. Lists benefits that can be scheduled, such as vacation or sick time. Allows user to assign a flex schedule. The number of hours is based on the employee s pay class. Acceptable start times depend on the type of flex time your company uses. Removes any schedules for this day. Removes all schedules for the employee for the entire week. Attendance Enterprise Manager Self Service 40

41 Chapter 5 Summaries and Reports Viewing and printing reports in MSS is easy. You can access many different kinds of reports. Each report has a format uniquely suited to different management tasks. Use the report type you prefer. Report Type Use this report to See page Summaries Quickly view group statistics, then drill down to individual employee time cards to correct any errors. Summary Sheets View customized group statistics. 50 YTD History View an employee s performance over a year in a graphical format. Reports View and print management information. 50 Using Summaries The Summaries tab allows you to review at-a-glance time and attendance data for your employees. Different types of summaries are available for viewing labor data in a variety of formats. MSS lets you drill down from each summary item to more details, ultimately reaching an individual employee time card. This flexibility makes navigation to areas that need attention efficient and easy The Summaries tab provides access to the following summaries: Attendance Enterprise Manager Self Service 41

42 Summaries and Reports Exception Pay Designation Hours Transfer Hours Workgroup Hours Payroll Sheet Scheduled Activity Authorization Activity Absences Brief details are provided for each summary. For example, in the Exception Summary, details are provided for 4 critical exceptions: Tardy, Left Early, Absent, and Missing Punch. In the Pay Designation Hours Summary, you can quickly view overtime and regular hours. A zoom button accompanies each summary. When you click this button, the next level of detail about that summary is displayed. Additional zoom buttons appear on subsequent windows. The default pay period for all summaries is the current pay period. Other time periods are displayed at the bottom of Summaries tab and on all windows that can be accessed from the Summary tab. When you select a pay period or time frame here, all tabs and windows display data for the selected date range. Exception Summary The Exceptions Summary displays total hours accrued in selected exceptions such as absences, tardies, and so on. It can also display the number of occurrences for each exception. You specify the exceptions that are displayed by changing the selections on the Operations tab (see page 48). To access the Exceptions Summary: 1. Click the Summaries tab. 2. Click next to Exception Summary. 3. The Exceptions window for the selected pay period or time frame is displayed. 4. To view a list of employees who incurred a specific exception (for example, Tardy), click next to the exception. The selected list of employees is displayed. The total number of Attendance Enterprise Manager Self Service 42

43 Summaries and Reports exception time for the employees is listed at the bottom. 5. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed with the exceptions highlighted. Pay Designation Hours Summary The Pay Designation Hours Summary displays total hours generated in selected pay designations such as Regular, Overtime, and so on. You specify the pay designations that are displayed by changing the selections on the Operations tab (see page 48). To access the Pay Designation Hours Summary: 1. Click the Summaries tab. 2. Click next to Pay Designation Hours Summary. 3. The Accumulations window for the selected pay period or time frame is displayed. The total amount for all pay designations is listed at the bottom. 4. To view a list of employees who worked in a specific pay designation (for example, Overtime), click next to the pay designation. The selected list of employees is displayed. Attendance Enterprise Manager Self Service 43

44 Summaries and Reports 5. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed. Pay designation information is listed in the main body of the time card. Pay designation totals are listed in the Earnings section of the time card. Transfer Hours Summary The Transfer Hours Summary displays total hours generated by transfers to other areas of the company. It displays transfer workgroup the employee worked in, the employee name, his or her home workgroup, total hours, and dollars. To access the Transfer Hours Summary: 1. Click the Summaries tab. 2. Click next to Transfer Hours Summary. The Transferred Employees window for the selected pay period or time frame is displayed. 4. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed. Workgroup information is shown in the Workgroup Summary section. The workgroup hours listed in magenta are those hours worked in another workgroup. Workgroup and hours shown in blue are the home workgroup. Attendance Enterprise Manager Self Service 44

45 Summaries and Reports Workgroup Hours Summary The Workgroup Hours Summary provides access to workgroup hours broken down by selected pay designations. Select pay designations on the Operations tab (see page 48). To access the Workgroup Hours Summary: 1. Click the Summaries tab. 2. Click next to Workgroup Hours Summary. The PD/WG Activity window for the selected pay period or date range is displayed. 3. To view a list of employees who worked a specific pay designation in a specific workgroup (for example, Doubletime in workgroup L S1), click next to the pay designation and workgroup. The list of employees is displayed. 4. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed. Pay designation information is listed in the main body of the Attendance Enterprise Manager Self Service 45

46 Summaries and Reports time card and in the Earnings section. Workgroup information is listed in the Earnings section and Workgroup Summary section. Payroll Sheet Summary The Payroll Sheet displays a list of employees and hours worked broken down by pay designation for the selected pay period or date range. The Payroll Sheet also displays totals in each pay designation for individual employees and for the entire employee list. Select the displayed pay designations on the Operations tab (see page 48). To access the Payroll Sheet: 1. Click the Summaries tab. 2. Click next to Payroll Sheet. The Employee Summaries window for the selected pay period or time frame is displayed. 3. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed. Scheduled Activity Summary Scheduled Activity displays the number of hours scheduled for the pay period. Hours scheduled in the Regular pay designation, or any hours scheduled in non-benefit pay designations, are referred to as standard hours. Absence Planned are hours that are scheduled but not worked. Typically these are associated with benefit pay designations such as Vacation or Sick time. Select the displayed pay designations on the Operations tab (see page 48). To access Scheduled Activity: 1. Click the Summaries tab. 2. Click next to Scheduled Activity. The Scheduled Amounts window for the selected pay period or date range is displayed. Attendance Enterprise Manager Self Service 46

47 Summaries and Reports 3. To view a list of employees and their scheduled hours, click next to the scheduled hour amount. The list of employees is displayed. 4. To view the schedule for a specific employee, click next to the employee name. The employee time card is displayed. Authorization Activity Summary Authorization Activity displays employees that have time cards that need to be authorized. Typically, at the end of the pay period the supervisor reviews employee time cards, makes any necessary adjustments, and authorizes them for payroll. To access Authorization Activity: 1. Click the Summaries tab. 2. Click next to Authorization Activity. The Unauthorized Employees window for the selected pay period or time frame is displayed. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed so that edits can be made. You can authorize the time card using the Authorize button on the time card. 3. You can quickly authorize all time cards from the Summary tab by clicking Authorize All in the Details column. The Authorize All Unauthorized Time Cards window is displayed. Attendance Enterprise Manager Self Service 47

48 Summaries and Reports 4. Enter the pay period and the reason code if necessary. To lock the time card and prevent any additional edits, select Prevent Additional Editing. 5. Click Ok. Absence Summary The Absence summary lists the employees that have an absence exception reported on their time card. The total number of absences is listed in the Details column. To view absent employees: 1. Click the Summaries tab. 2. Click next to Absences. The employees with absences are listed. 3. To view the time card for a specific employee, click next to the employee name. The employee time card is displayed and the absence is shown in the employee s time card. Changing the Information Displayed in Summaries You can change the pay designations and exceptions that are displayed by default in summaries Selecting Pay Designations for Display You can select the pay designations that you want to display in summaries. Pay designations are the categories in which pay is earned. Examples include Regular, Overtime, Sick, Vacation and so on. Your pay designations are customized at installation. To select pay designations: 1. Click the Operations tab. Attendance Enterprise Manager Self Service 48

49 Summaries and Reports 2. Click next to Selected Pay Designations. The Preferred Pay Designation Selections window is displayed. 3. Click the change symbol next to the selected pay designation. The window refreshes and shows the pay designation changed to either enabled or disabled. In the previous example, Regular 1 hours are displayed, while Sick hours are not. Selecting Exceptions for Display You can select the exceptions that are displayed in summaries. Exceptions are deviations from scheduled attendance. Examples include Tardy, Left Early, Missed Punch and so on. Exception thresholds also determine when an exception is displayed. For example, if the Left Early threshold is set for 5 minutes, the Left Early exception is displayed only if the employee leaves 5 or more minutes early and the exception is enabled in MSS using the following procedure. See page 63. To select exceptions: 1. Click the Operations tab. 2. Click next to Selected Exceptions. The Preferred Exception Selections window is displayed. 3. Click next to the selected exception. The window refreshes and shows the exception as enabled or disabled. In the previous example, Arrived Early exceptions are displayed, while Unauthorized Time Card exceptions are not. Attendance Enterprise Manager Self Service 49

50 Summaries and Reports Viewing Attendance Enterprise Summary Sheets Customized summary sheets can be viewed in MSS. Your access rights determine the summary sheets you can see in MSS. If you have the authority to view summary sheets in Attendance Enterprise, you can see those same summary sheets in MSS. To view a summary sheet: 1. Click the Activities tab. 2. Click next to Summary Sheets. A list of the available summary sheets is displayed. 3. Click next to the summary that you want to view. The summary sheet is displayed. Viewing Year-to-Date History for an Employee MSS provides access to employees year-to-date attendance records. It provides an easy to view summary of each employee s attendance habits. The pay designations and exceptions that you view are determined by settings you choose in the Operations tab of MSS. Scroll to the far right to view the earned, usage, and balance information for specific pay designations. The Year-to- Date (YTD) History window also includes an Adjustments section that lists the benefit balance changes that have been made for the period at the bottom of the page. To access the YTD History window: 1. Browse to an employee s time card (see page 10). Attendance Enterprise Manager Self Service 50

51 Summaries and Reports 2. Click. The YTD History window is displayed. Use the double arrow buttons to change the view to the next or previous year. Use the scroll bars to access benefit information and different months 3. Click again to view a history of activity on a weekly basis. Changing the Information Displayed in YTD History You can change the pay designations and exceptions that are displayed by default in the YTD History view. Selecting Pay Designations for Display You can select the pay designations that you want to display in the YTD History view. Pay designations are the categories in which pay is earned. Examples include Regular, Overtime, Sick, Vacation and so on. Your pay designations are customized at installation. To select pay designations: 1. Click the Operations tab. Attendance Enterprise Manager Self Service 51

52 Summaries and Reports 2. Click next to Selected Pay Designations. The Preferred Pay Designation Selections window is displayed. 3. Click the change symbol next to the selected pay designation. The window refreshes and shows the pay designation changed to either enabled or disabled. In the previous example, Regular 1 hours are displayed, while Sick hours are not. Selecting Exceptions for Display You can select the exceptions that are displayed in the YTD History view. Exceptions are deviations from scheduled attendance. Examples include Tardy, Left Early, Missed Punch and so on. To select exceptions: 1. Click the Operations tab. 2. Click next to Selected Exceptions. The Preferred Exception Selections window is displayed. 3. Click next to the selected exception. The window refreshes and shows the exception as enabled or disabled. In the previous example, Arrived Early exceptions are displayed, while Unauthorized Time Card exceptions are not. Viewing Reports Reports that have been defined in the Attendance Enterprise client application can be viewed in MSS. Your access rights determine the reports you can view in MSS. Attendance Enterprise Manager Self Service 52

53 Summaries and Reports Viewing a Report from the Activities Tab To view a report from the Activities tab: 1. Click the Activities tab. 2. Click next to Reports. A list of the available reports is displayed. 3. Click next to the report that you want to view. 4. Wait a moment while the report is being generated. The File Download window is displayed. 5. Click Open. The report is displayed in PDF format. 6. Print or save the report from Adobe Reader, if needed. Viewing a Report from the Summaries Tab 1. Click the Summaries tab. 2. Scroll down to the Reports section on the bottom of the web page. 3. Click Build New next to the report you want to view. You can also click the date in the Last Created column to quickly access the last report generated. Please Wait is displayed in the Build column. Attendance Enterprise Manager Self Service 53

54 Summaries and Reports The Execute Report window is displayed (depending on your access rights) Select Override Report s Default Date Range, if you want. If selected, choose a date range (the options are anywhere from 1 day to 2 years). If you choose a Custom Date Period, select a From Date and To Date. 4. Click Ok. The Active Processes window is displayed on the Summaries tab. Attendance Enterprise Manager Self Service 54

55 Summaries and Reports This window shows the progress (as a percentage) as MSS builds the report. The name of the employee is shown as the information is processed. When complete, the report is displayed in Acrobat Reader. 5. Print or save the report from Adobe Reader, if needed. The last report run is saved for you. Click on the date in the Last Created column to access the last report (of that type) generated. Viewing a Time Card Report from the Time Card You can view an employee s time card report directly from his or her time card. The report displays information for the pay period you are viewing. To preview the time card report: Attendance Enterprise Manager Self Service 55

56 Summaries and Reports 1. Click to display the time card report in PDF format. 2. You can use the Adobe Acrobat toolbar to view or print the time card report, if needed. Attendance Enterprise Manager Self Service 56

57 Chapter 6 Events and Messages You can track important system events and messages. Keeping Track of Events and Messages The Events log tracks system activity. It contains informational messages such as the date and time a user logs in and out of Attendance Enterprise. It also contains warning and error messages such as the interruption or failure of process execution. The information captured in the Events view is set up at installation. The Events log lists an event s description, its severity, the date and time the event occurs. Events are recorded and highlighted with a symbol to indicate the success or failure of the event. Symbols are: Symbol Name Description Information Describes an event that runs successfully. Warning Error Describes an event that is initiated but does not complete as expected (for example, a data import that does not complete). Describes an event that fails (for example, a report that can not be run). Attendance Enterprise Manager Self Service 57

58 Events and Messages For example, if a person does not have an Attendance Enterprise account but tries to log in to the system, the event is recorded and displayed as an unauthorized access attempt. Accessing Events and Messages To access a list of events or messages: 1. Click the Activities tab. 2. Click next to Events or Messages. The selected window is displayed. 3. You can browse the events or messages using the following buttons. Changes Events view to the last group Changes Events view to the first group Change Events view to the next or previous group Attendance Enterprise Manager Self Service 58

59 Chapter 7 Managing Your Account Reviewing Your Account The Operations tab provides you with an overview of your account and allows you to select visual preferences for how MSS looks to you. You can also change information that is displayed, such as exceptions and pay designations. To review your account: 1. Click the Operations tab. 2. Click next to Account Summary. The Account Information window is displayed. Changing Your Password The Account Information window on the Operations tab allows you to change your account password. To change your password: 1. Click next to the password field. The Change Password window is displayed. 2. Enter the new password twice. 3. Click Ok. The password is reset. Setting Your Viewing Preferences A color theme and fonts can be selected to customize MSS. Attendance Enterprise Manager Self Service 59

60 Managing Your Account Selecting a Color Theme To select a color theme: 1. Click the Operations tab. 2. Click next to Visual Preferences. 3. Click next to the current color theme. The Color Theme dialog is displayed. 4. Select the new color theme and click Ok. The new color theme is applied. Changing the Font Size To select a font size: 1. Click the Operations tab. 2. Click next to Visual Preferences. 3. Click next to the current font size. The Font Size dialog is displayed. 4. Select the new font size from the selection list and click Ok. The new font size is applied. Customizing Information in MSS You can customize parts of the MSS site, as well as employees and exceptions that are shown based on certain criteria. Use the To See page Time Card Pay Designation Summary Filter Pay Period Class Filter Active Status Filter Include or exclude a daily summary by pay designation in the time card. Separate employees who work in different pay period classes (who are paid at different intervals) when using summaries. Display active employees, terminated employees, or all employees Attendance Enterprise Manager Self Service 60

61 Managing Your Account Use the To See page Time Card Employee List Exception Thresholds Include or exclude a list in the time card that allows you to navigate employees based on exceptions or by custom employee group. Display or hide exceptions based on the amount of time accrued in the exception. Using the Time Card Daily Pay Designation Summary Filter Visual preferences also let you determine whether the time card contains a daily summary by pay designation. You can hide this section if you do not want to include it in the time card To display or hide the daily earnings by pay designations section: 1. Click the Operations tab. 2. Click next to Visual Preferences. 3. Click next to TC Daily Pay Desig. The Time Card Daily Pay Designation window is displayed. 4. Select whether to show or hide the information and click Ok. Using the Pay Period Class Filter The pay period class filter is used when you have employees that are paid at different intervals. For example, employees in one pay class may be paid weekly while employees in another class are paid every other week. When using the pay period class filter, you select the pay period class before accessing summaries on the Summaries tab. To use or discontinue the use of Pay Period Class filtering: 1. Click the Operations tab. Attendance Enterprise Manager Self Service 61

62 Managing Your Account 2. Click next to Visual Preferences. 3. Click next to Pay Period Class Filter. The Pay Period Class filter window is displayed. 4. Select Filter Employees by Pay Period Class or None from the selection list and click Ok. Using the Active Status Filter The Active Status filter allows you to select the active status for displayed employees. You can choose Active (only actively employed employees are displayed), Terminated (only employees who are no longer with the company are displayed), or All (all employees are displayed). To select a status filter: 1. Click the Operations tab. 2. Click next to Visual Preferences. 3. Click next to Active Status Filter. The Active Status filter window is displayed. 4. Select the active status type from the selection list and click Ok. Enabling Time Card Employee Lists Additional lists can be added to the time card for ease in navigating. You can choose to display employees by Exception View or custom Employee Groups. Attendance Enterprise Manager Self Service 62

63 Managing Your Account The Exceptions view displays each exception and the employees that have incurred the exceptions. This lets you quickly navigate to those employees to make time card edits. The Employee Groupings view lets you see employees that are in the same group and quickly move from one employee s time card to the next. To select one of these views: 1. Click the Operations tab. 2. Click next to Visual Preferences. 3. Click next to Time Card Emp. List. The Time Card Employee Selection List window is displayed. 4. Select None, Exceptions, or Employee Groupings and click Ok. Using Exception Thresholds Exception thresholds are values that you set to determine whether an exception is shown in MSS windows. For example, you can choose to set an exception threshold of 5 minutes for a tardy exception. In this case, if an employee is 6 minutes late, the employee s name is displayed in the exception views. Thresholds do not change your pay rules; they merely establish a value for the exceptions that are displayed. To select exception thresholds: 1. Click the Operations tab. Attendance Enterprise Manager Self Service 63

64 Managing Your Account 2. Click next to Exception Thresholds. The Preferred Exception Thresholds window is displayed. 3. Click next to the selected exception. The Threshold window is displayed. 4. Enter the desired threshold value and click Ok. The Preferred Exception Thresholds window is displayed with the updated threshold value. Attendance Enterprise Manager Self Service 64