The T&A Tab in the Employee settings allows you to setup and make adjustments to an employee's department, Schedule, Location, Cost Centre, RDO settings, and Pay Period.
Notes:
- Departments are used to group employees to make it easier for the user to run multiple processes in Workforce TNA such as reporting. Selected Departments are required to be able to limit User logins to only view particular departments/employees. Employees can belong to multiple Departments, and they will show in lists and reports for each department they are assigned to.
- The Schedule and its associated Daily Rules define when an employee should work and how their time will be calculated.
- Each employee needs to be assigned to a location, an employee can be assigned to multiple Locations. The employee's details will automatically be sent to every time clock associated with the Locations assigned to the employee. An employee can then clock in or out from any of those time clocks.
- If the employee will always default to a specific cost centre you can assign it to this tab.
- The RDO section is where you will type the employee's current RDO balance and the effective date of the balance. You would enter this data if this employee is accruing RDO/TOIL and has an existing balance before starting to use Workforce TNA. This data can also be imported in bulk, see the following article: Import Data Settings
- If an employee is on a unique Pay Period different to the other employees you can apply them to their own unique Pay Period.
To edit employee time and attendance settings, follow these steps:
- Click EMPLOYEES
- Click the T&A Tab
- Edit the employee's department with the checkboxes and set a default department
- Assign the employee to a Schedule of work
- Assign the employee to a location and set a default location
- Assign a Cost Centre
- Enter the employee RDO balance if applicable
- Apply employee to their own unique Pay Period
- Click SAVE
Where to next?
How To Create Employee Templates