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 Override Methods
Auto Lunch Override Methods Auto Lunch at the Pay Group Level 1. From any WorkMax window, go to Settings > Modules. 2. In the Modules window, go to Time > Pay Groups. 3. Select one of your available pay groups to expand the information. Enable 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 Steps to set up Pay Codes Go to the Settings dropdown and select “Modules.” Go to the Time dropdown and select “Pay Codes.” To create a new pay code, select the [New] button and complete the following fields: Pay Code Name – Enter the name ...
Overtime Rules
Overtime Rules Steps to set up Overtime Rules Go to the Settings dropdown and select “Modules.” Go to the Time dropdown and select “Overtime Rules.” To create a new overtime rule, select the [New] button and complete the following fields: Overtime ...
Pay Periods
Pay Periods Steps to set up Pay Periods Go to the Settings dropdown and select “Modules.” Go to the Time dropdown and select “Pay Periods.” To create a new pay period, select the [New] button and complete the following fields: Name – Enter the name ...
General Time Settings
General Time Settings setting up General Time settings Go to Settings > Modules. In the Modules menu, select the Time dropdown to open the General Time Settings. Select the Edit icon located in the upper-right corner of the window. The following ...
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 Steps to set up Divisions The division feature is most commonly used for multi-company setups within the same account and is usually set up during the import call or a new integration. The division can be assigned to an employee under their ...
Department
Department Steps to set up Departments The department feature is used to organize employees into groups. This can be used to differentiate between office and field, Union and Non-Union, or any other grouping you may need. Note: The department feature ...
Employee Groups
Employee Groups Steps to set up Employee Groups Go to the Settings dropdown and select “Modules." Go to the System dropdown and select “Employee Groups.” To create an employee group, select the [New] button and complete the following fields: Name – ...
General System Settings
General System Settings SETTING UP General system settings Go to Settings > Modules. In the Modules menu, select the System dropdown to open the General System Settings. Select the Edit icon located in the upper-right corner of the window. 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 ...