The following new fields are available in employee setup:
Within employee setup, you can designate employees as ‘technician’ and/or ‘salesperson’. These settings will be used in employee filters in future releases (e.g., call center, reports).
If ‘maintain assignments’ is checked, assignments will be generated when timecard entries are recorded for the employee. These assignments can be viewed in the call center.
If maintain assignments is not checked, assignments will not be generated for timecard entries recorded for the employee.
If ‘automatic overtime’ is checked, overtime automatically calculated based on overtime setup will be included in the employee’s total overtime for a period.
If ‘automatic overtime’ is not checked, only manual overtime will be included in the employee’s total overtime.
In either case, during automatic calculation, both weekly and daily overtime will be calculated and available for reference.
The new reference book ‘Employee Types’ allows you to setup predefined classes of employees with default values for ‘technician’, ‘salesperson’ and ‘maintain assignments’. When you select an employee type for an employee in employee setup, these defaults are set to match the ‘employee type’. You can override these settings on each employee.
This field will be present on payroll reports.
SuccessWare now allows manual recording and automatic calculation of overtime. An employee’s total overtime is the manual overtime plus the automatic overtime.
Overtime setup can be accessed from both ‘Company Setup | Other’ and ‘Payroll Setup | Overtime’.
In the overtime setup form, specify whether or not to accumulate weekly and/or daily overtime. For both weekly and daily specify the number of hours of regular time after which the overtime should begin accumulating.
Specify the day on which the overtime workweek ends. Overtime will be calculated on a weekly basis ending on this day.
Manual overtime can be recorded on timecard entries and as miscellaneous wages. Simple specify ‘OT’ as the premium code and indicate the number of hours.
To automatically calculate overtime, select ‘Time breakdown’ or the ‘Overtime review’ in an employee’s timecard. If timecard entries have been modified since the last calculation, overtime will automatically be recalculated. To force calculation at any time, right-click and select ‘Calculate overtime’.
The calculation of overtime will accumulate weekly and daily overtime according to your overtime setup. If the employee is setup for ‘automatic overtime’, this weekly and daily overtime will be combined with any manual overtime in the employee’s total overtime for the overtime week. This ‘automatic overtime’ setting can be overridden for the period by right-clicking on the timecard and checking/unchecking the ‘automatic overtime’ menu option.
The weekly and daily overtime is accumulated and available for reference regardless of this setting. This setting only determines whether or not to include the automatic overtime in the employee’s total overtime.