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The table below lists all of the tasks that you perform from the Employee Maintenance screen and from which tab or control you access those tasks. Click the links below to view more details information for tabs, tasks, and controls.

For an overview of the Employee Maintenance screen, see The Employee Maintenance screen

Tabs/ControlsTasks
Controls and actions
Controls available on all tabs
  • Add a new employee.
  • Filter employees that appear in Employee pane.
  • Filter employees by schedule group.
  • View data for the selected period.

Employee Actions

  • Reconcile Employees.
  • Change Multiple Employees.
  • Change the pay rate for multiple employees (using the Pay Rate Wizard).
  • Export Employees.
  • Manage Employee Bages
Tabs
General
  • Edit basic employee information.
Status
  • Add a status change.
  • Delete a status change.
Jobs
  • Add a job.
  • Edit a job.
  • Delete a job.
  • Add a job effective date.
  • Delete a job effective date.
  • Delete a job from a set of job effective dates.
  • View expired job effective dates.
  • View the job history.
Scheduling
  • Add availability to and employee's schedule.
  • Edit availability for an employee.
  • Delete availability from an employee's schedule.
  • Add a shift to an employee's schedule.
  • Edit a shift for an employee.
  • Delete shifts from an employee's schedule.
Schedule Groups
  • Assigning an employee to a schedule group.
Assignments
  • Add an assignment.
  • Delete an assignment.
  • Change the scheduling priority of an assignment.
  • Change the rank of an assignment.
  • Activate and deactivate assignments.
Work Rules
  • Associate work rules types with work rule sets for the employee.
  • View the summary of work rules that affect the selected employee's data.
Time Clock Restrictions
  • Add restricted Time Clocks and set punch restrictions.
  • Add and edit punch restrictions to Time Clocks.
Certifications
  • Add a certification.
  • Edit a certification.
  • Delete a certification.
I9
  • Edit I9 information.
Taxes
  • Add and edit tax information.
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