Module Settings
Vendors
Viewing Vendors Go to Settings and select Modules. Click Assets, then Vendors. This is a view of all Vendors in the system. Adding a Vendor Click New, which will a new row row at the bottom of the Vendors table. Enter a Vendor Name, select the status ...
Permission Profiles
Permission Profiles: The "Profiles" tab in permissions allows for the assignment of imported permissions such as, employee, locations, tasks, devices, forms, assets and custom lists. This will allow you to create a profile with a set of individual ...
New Permissions
Permissions The end goal of permissions is to restrict your employees to only view and use certain jobs, tasks, assets, forms, custom lists and devices. Every company has their own spin on using permissions. Many companies absolutely need to have ...
Setting Up Face Capture
Face capture is a feature utilized by the mobile time clock to capture a picture of an Employee's face on Clock IN and OUT. When this feature is enabled, the WorkMax app will take a picture and attach it to the Clock IN or OUT time stamp. Once the ...
Auto Lunch at Pay Group Level
Auto Lunch at Pay Group Level You can turn on Auto Lunch at the Pay Group level. If you would like Auto Lunch to be ran at the Employee level, you can override the Pay Group in the Employee Settings. To use the Pay Group's Auto Lunch setting, set the ...
Pay Groups
Pay Groups Pay Groups - Pay Groups allow you to create separate groups of employees that can have different rulesets, such as Shift Rules. To create a new pay group click New and complete the following fields: 1. Name of the Pay Group. 2. Set pay ...
Shift Rules
Shift Rules Shift Rules - To create a new set of shift rules click New and complete the following fields: Note that you MUST select the Use Shift box before you can enter a Start Time or End Time. 1. Name of Shift. Note that we can have multiple ...
Pay Codes
Pay Codes Pay Codes - To create a new set of pay codes click New and complete the following fields: 1. Name of the Pay Code set. Note that we can have multiple Pay Code sets apply to employees, jobs, unions, and companies through our pay groups. 2. ...
Overtime Rules
Overtime Rules Overtime Rules -These can be found by going to Settings, and then Modules. If you click on Time, you will then see Overtime Rules. To create a new set of overtime rules click New and adjust the following fields appropriately: 1. ...
Pay Periods
Pay Periods Pay Periods - To create a new pay period click New and complete the following fields: 1. Name of our pay period. Note: We can have multiple pay periods to apply to employees, jobs, unions, and companies through our pay groups. 2. Set ...
Time
Time General Time Settings 1. Select Time 2. Select EDIT A. Select which Pay Group you would like to set for your Default Pay Group. B. Select which Time Format you want. C. Select the desired radius for your GeoFence, if you use that feature. D. ...
Custom Fields
Custom Fields Custom Fields can be created for Jobs, Tasks, Assets, Employees, and also for the Company. This can be done under Settings then Modules, and then by clicking on System, and finally Custom Fields. Custom Field. The data types ...
Unit of Measure
Unit of Measure Unit of Measure: Here you can set the units that can be reported by employees for more accurate job tracking. For example, if an employee laid 100 Linear Feet of cable, you will want to make sure “Linear Feet” is an option added ...
Division
Division Using Divisions adds a higher level of organization in which to assign employees. Notice the Division's set up in the above image. 1. To create a new Division click the New (2) button. 2. You will simply type in the name of ...
Department
Department Under System the next option is Department: 1. Department is used so that you can organize your employees into groups. For example, you could use this to differentiate between office and field, Union vs. Non-Union or any grouping that ...
Employee Groups
Employee Groups To create an Employee Group from Settings select Modules>System>Employee Groups 1.Select New 2.Enter the Name you wish the group to be called. 3. Select Active or Inactive 4. If you wish to assign a Parent Group to this Employee ...
System
By clicking on the System Module, General System Settings will display. To change General System Settings (1), select the Edit (2) option on the right side of the window. The options in General System Settings are: Employee Pin Length – Set the ...
Module Settings
Modules are where certain types of accounting and company settings are completed. These Module Settings, once set up, can then be applied during the employee setup. To start, on the right side of the window, click the Settings drop-down and ...