This section is where you will set up various system defaults and preferences. It is divided up into eight areas. Click on the tab for a description of each tab.
Below is a brief summary of the various settings under the General Tab.
Specify Canada or the United States.
Enter the amount of hours to pay for a Statutory Holiday Any Public Holiday. Defined in Setup->Holidays. , usually 08:00hrs. Whenever a Holiday record is entered into ETP, this value will be the default. It can be overridden at the time the record is entered.
Enter a default value for absent time records, again, this is usually 08:00hrs. Whenever an Absent record in entered into ETP, this value will be the default. It can also be overridden at the time the record is entered.
Standard Calculation:
This is where the amount of time an employee has to work in order to get paid the entire amount of Stat Holiday Pay (usually 8hrs). In the case below, the employee must work 28 days or the equivalent number of hours (160:00) prior to the holiday, in order to get the entire 8hrs pay.
Check the appropriate boxes if Absent time or Holiday time is to be included in the calculation of hours/days worked towards the Holiday.
Total Hours/Total Shifts:
If the amount of pay for a stat holiday is to be based upon the Total number of Hours an employee worked, divided by the Total number of Shifts the employee worked, click the radio button labeled Total Hours/Total Shifts.
Enter the Average Days Worked Prior to the Holiday.
There is no Full Time Equivalent for this calculation, nor is Absent/Holiday time included in the calculation. These boxes become disabled when Total Hours/Total Shifts is selected.
This is a useful function for selecting date ranges in other parts of ETP. It can be set for a two week offset (pay period) or whatever offset is required. For example, if the Automatic Date Range Offset is enabled and the range specified is 15 days, then July 15 is selected as a 'From' date, the 'To' date is automatically set to July 30.
Select the barcode to use for printing badges etc. Code39OneInch-Regular is the recommended choice here as it is the most compatible with different types of printers.
Choose the Rate Source to use as the default for all pay calculations. There are four choice here:
Higher of the Three ... This is the default. It will look at the Positional, Employee, and Departmental Rates and take the highest of the three.
Positional if applied ... Will always take the positional rate. The rate must be specified in the Position Setup.
Employee Rate Always ... Will always take the Employee's rate. The rate must be specified in the Employee Setup.
Department Rate Always ... Will always take the Departmental rate. The rate must be specified in the Department Setup.
Also, if an employee is going to be working at different positions or departments during a logical day, you can direct the system to pay the highest rate for entire day by checking the corresponding box below. If this option is chosen, then specify the minimum amount of time an employee must work at a particular job before that job's rate will be considered when determining which rate to pay. Below, it is set to two hours. So if an employee worked for 01:30hrs at $500.00/hr and the rest of the shift(s), he/she worked at various jobs paying $10.00/hr to $15.00/hr, the $500.00/hr would not be considered and not taken as the pay rate for the day.
Choose from the 12 hour clock (hh:mm am/pm) or the 24 hour clock (hh:mm).
Special Holiday Pay Run Averaging ... This is a special function for calculating how much stat holiday pay an employee will receive. ETP will look at the total number of hours worked, in the seven days prior to the stat, and divide that number by four to get the numbers of hours to pay for the stat. The maximum number of hours to pay is 8.
Employee worked a total of 32 hours in the 7 day period. 32hrs divided by 4 = 8hrs pay.
Employee worked a total of 28 hours in the 7 day period. 28hrs divided by 4 = 7hrs pay.
Shift-Lunch Rules ... Selecting this feature enables the user to specify Lunch Start/End times, Grace periods etc. for selected shifts. Once this feature is enabled, see Setup->Shifts to enter the start/end times.
Pay highest rate for overlapping time-zone premiums ... if an employee has time-zone premiums that overlap during the shift, the system will apply the highest premium for the shift.
Auto-Compact databases on start-up ... Will run the Compact Database function each time ETP is started. The frequency in which this is done depends on the amount of data being manipulated etc. It is recommended that a Compact Database be done once per week.
Use the Daily Tool Bar ... Enables the Daily Tool Bar for the most commonly performed functions in ETP.
Use the Points System The internal system within ETP that will issue points based upon an employees's lateness. It is manually configured in Setup->Time Calculation Rules->Tardiness Points Rules tab. to track Tardy/Late Employees ... enables the Points system. This system keeps a record of all lates/absences etc. A Points Analysis report is available under the Reports menu.
This section is for entering company information. The information entered here will be displayed in the title bar of all the reports.
This section allows is where Crew Scheduling options are defined. See Crew Scheduling.
Also, default TCR's can be overridden here by checking the 'Override time calculation rule the rules that determine how ETP will calculate an employees' time, such as rounding, overtime, holiday pay etc. on scheduled days-off. This feature can only functional if Employee scheduling is in use. The user can select different TCR for the first day off, second day off etc. If an employee is called in on his/her first scheduled day off, they may be entitled to higher pay etc. as defined in special TCR's.
If any custom 'external' reports are to used, this is where they are added. Contact Advanced Tracker Technologies for more information about this feature. Note: these reports would be custom reports specified by the client and written by Advanced Tracker.
To add a custom report, click the ADD button above, then specify a code for the report. Select the path where the report is located on your hard drive. Make sure you have selected the proper drive letter. Once the Drive and Directory are selected, a list of available reports will appear in the 'File' window.
There are many miscellaneous items in this menu tab. Here is a summary of each item.
Set a static photo location
Specify a location on the hard drive where all employee photos are going to be stored.
e.g. C:\ETP\EmployeePhotos
Pick up the General Ledger Account Number from Position/Department/Payroll Defaults for Premiums
Put a check in this box if you wish Premiums to be assigned the same G.L. Account number as the Position, Department or Payroll defaults. This will override any GL Account numbers defined in the Premium setup.
Include the General Ledger Account Number on the Payroll Export where all the data from Employee Tracker is gathered and sorted into earning codes and exported to a data file. The data file is then imported into the company payroll program. Audit List.
Check this box if the GL Account Number is to appear on the Payroll Export Audit List.
General Ledger Account Mask
Check this box if you wish to specify a mask (specified in Setup->Special)
Export overtime with base rate for payroll.
If this feature is enabled, all overtime records will be exported from ETP at the Base rate rather than the Overtime rate. Many payroll programs perform the necessary overtime calculations once the data is imported from ETP. To find out which format your program requires, consult your payroll program manual.
External Payroll Magic
This feature is used for performing additional calculations on ETP payroll data. For example, if you have broken down a vacation earning code applied to reference various types of records. Usually set up the same as in the company payroll program. into 3 different codes, once the payroll export is done, it will call the external payroll magic program and look at the 3 other earning codes and split them up accordingly.
This function requires an additional program from Advanced Tracker. For more information, contact Advanced Tracker Technologies.
Enable 'Absent Code Groups' for percentage distribution of paid times.
In order to use Absent Groups, you must first enable them here. Put a check in the box to enable the function.
Holiday Pay Override For Employee's Regular Days Off.
Enabling this function will allow you to specify the number of stat holiday hours an employee will receive when the holiday falls on a regular day off.
Put a check in the box to enable it, then enter the number of hours in the appropriate weekday box.
Rounding Style
Select either High Precision (default) or Low Precision. Contact Advanced Tracker Technologies for more information.
Include Premiums when banking overtime.
If you are banking Overtime and you wish to include any premiums attached to the overtime hours, check this box.
Piece work calculations.
Select the precision to use when calculating piece work precision (Either 2 or 3 digit).
Bank Rates with Premiums attached
If time banks have been setup and time is being banked, you can choose whether any premiums attached to the time will be banked with the time. Put a check in the box if this feature is to be enabled.
Use the Job Table
To enable the Job Table feature of ETP, put a check in the box. You will see the 'Jobs' item in the Setup menu.
Use the related documents
Put a check in this box to enable the Related Documents feature.
Choose a character to use as a prefix on scan-fields.
Works in conjunction with scan fields. A prefix (letter or number) can be added to any absent codes, etc. for scanning purposes.
This section is useful if you want to add more Employee fields to the one's already defined by ETP. Items such as Hair Color, Eye Color, Height, Weight etc. can be defined here. You can add as many User Defined fields as you wish.
Click the ADD button above, then enter the User-Defined Field Name in the box below.
The Time and Attendance Tab allows the user to set various preferences for the display of the Edit Time and Attendance screen.
To change the color of a record, click on the record, then select the Foreground and Background colors.
To Disable any changes to Swipe-in and Swipe-out times from the Time Clocks, put a check in the appropriate box.
To show the original Clock-In/Out times in the Edit T & A Information Grid, check the box labeled 'Show original IN/OUT times'.
By checking the box labeled 'Allow Multiple shifts and TCR on a logical day', the system is now able to handle employees working more than one shift and/or having more than one TCR in a logical day.
If Premiums are to be attached to Absent records (usually not), put a check in the appropriate box.
If Premiums are to be attached to Holiday records (usually not), put a check in the appropriate box.
To automatically record notes for overrides made in Edit T&A, check the box labeled 'Log Overrides in Notes Field'.
To automatically record notes for record additions made in Edit T&A, check the box labeled 'Log Overrides in Notes Field'.
If changes to Record notes are going to be made, and you wish to verify the change , check the box labeled 'Verify Any Changes to Record Notes'.
Enable Record Approval (for Absent, Holiday, Premiums) ... This feature is currently under development.
Note: Locking and unlocking of records can only be done by the MASTER user of ETP.
These fields allow the user to keep track of Year to Date hours and Seniority Numbers.