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office:payroll:payroll_period_details [2010/09/29 19:19] maryrajah |
office:payroll:payroll_period_details [2010/10/04 16:50] maryrajah |
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| Payroll details are the individual records of an employee's work period. It can be listed by employee or by day. Breaks are listed for each selected work period below the main grid. Breaks have a start time and end time listed for each employee. Employee hours can be tracked through CCS Office and CCS Terminal. | Payroll details are the individual records of an employee's work period. It can be listed by employee or by day. Breaks are listed for each selected work period below the main grid. Breaks have a start time and end time listed for each employee. Employee hours can be tracked through CCS Office and CCS Terminal. | ||
| - | ===== Important Tasks ===== | + | ===== Sub-Topics ===== |
| [[:office:payroll:payroll_period_details#View|View]]\\ | [[:office:payroll:payroll_period_details#View|View]]\\ | ||
| - | [[:office:payroll:payroll_period_details#Edit Clock-In/Clock-Out:Time|Edit Clock-In/Clock-Out Time]]\\ | + | [[:office:payroll:payroll_period_details#Edit Clock-In/Clock-Out Time|Edit Clock-In/Clock-Out Time]]\\ |
| [[:office:payroll:payroll_period_details#Report|Report]]\\ | [[:office:payroll:payroll_period_details#Report|Report]]\\ | ||
| - | [[:office:payroll:payroll_period_details#Add Rate for Employee|Add Rate for Employee]]\\ | ||
| [[:office:payroll:payroll_period_details#Print PDF|Print PDF]]\\ | [[:office:payroll:payroll_period_details#Print PDF|Print PDF]]\\ | ||
| + | [[:office:payroll:payroll_period_details#Print Clock-In/Clock-Out Time for the Day|Print Clock-In/Clock-Out Time for the Day]]\\ | ||
| [[:office:payroll:payroll_period_details#Export|Export]]\\ | [[:office:payroll:payroll_period_details#Export|Export]]\\ | ||
| + | [[:office:payroll:payroll_period_details#Add Rate for Employee|Add Rate for Employee]]\\ | ||
| + | [[:office:payroll:payroll_period_details#Payroll Tracking in CCS Terminal|Payroll Tracking in CCS Terminal]]\\ | ||
| ===== Payroll Tracking in CCS Office ===== | ===== Payroll Tracking in CCS Office ===== | ||
| Line 28: | Line 30: | ||
| * View Employee\\ | * View Employee\\ | ||
| {{office:payroll:payroll_viewemp.jpg}}\\ | {{office:payroll:payroll_viewemp.jpg}}\\ | ||
| - | |||
| ==== Edit Clock-In/Clock-Out Time ==== | ==== Edit Clock-In/Clock-Out Time ==== | ||
| Line 45: | Line 46: | ||
| {{:office:payroll:payroll_tclockrpt.jpg}} | {{:office:payroll:payroll_tclockrpt.jpg}} | ||
| - | ==== Add Rate for Employee ==== | + | ==== Print PDF==== |
| - | + | ||
| - | Steps to add a specific rate to employee | + | |
| - | 1) Open CCS Office-Touch >> Employees (Office Toolbar) >> Employee Information | + | * Print PDF : To print in PDF, you need have a PDF printer installed on your computer. If you do not have a PDF printer, you can install a free version of Cute PDF from [[http://www.cutepdf.com/|cutepdf]] |
| - | 2) Select the primary position of the employee from the drop down menu | + | |
| - | 3) Select Job Type for employee from the drop down menu | + | |
| - | 4) Click on Add Job | + | |
| - | 5) Highlight the job type and then edit the rate for the employee | + | |
| - | + | ||
| - | Please see snapshot below in the Manage Employees section on how to add rate for the employee | + | |
| - | + | ||
| - | + | ||
| - | ==== Print PDF ==== | + | |
| - | + | ||
| - | * PDF : To print in PDF, you need have a PDF printer installed on your computer. If you do not have a PDF printer, you can install a free version of Cute PDF from [[http://www.cutepdf.com/|cutepdf]] | + | |
| *To print in PDF : | *To print in PDF : | ||
| * Open CCS Office-Touch >> Office Toolbar >> Choose PDF Printer from the printer drop-down list in the office toolbar | * Open CCS Office-Touch >> Office Toolbar >> Choose PDF Printer from the printer drop-down list in the office toolbar | ||
| * Save PDF file to desired location on your computer | * Save PDF file to desired location on your computer | ||
| - | * To email the PDF file, open your email application (MS Outlook, Gmail) >> Compose New Message >> Attach File >> Send to Recipient | + | * To email the PDF file, open your email application (MS Outlook, Gmail) >> Compose New Message >> Attach File >> Send to Recipient |
| * Print All Employees : Provides a print out of time period details for all employees\\ | * Print All Employees : Provides a print out of time period details for all employees\\ | ||
| * Print Employee : Provides a print out of the time period details for a specific employee\\ | * Print Employee : Provides a print out of the time period details for a specific employee\\ | ||
| Line 72: | Line 60: | ||
| * Sample PDF Printout\\ | * Sample PDF Printout\\ | ||
| {{:office:payroll:timeclockreport.pdf}}\\ | {{:office:payroll:timeclockreport.pdf}}\\ | ||
| + | |||
| + | ==== Print Clock-In/Clock-Out Time for the Day ==== | ||
| + | |||
| + | To print out the clock in and clock out times for the day:\\ | ||
| + | |||
| + | 1. Open CCS Terminal >> Enter PIN >> Settings (from the top toolbar) >> Peripherals\\ | ||
| + | 2. Place a check mark in Print Out Employees Time On and Clocking Out. This will print the Clock-In/Clock-Out Time when an employee clocks out for the day\\ | ||
| ====Export==== | ====Export==== | ||
| Line 79: | Line 74: | ||
| * CSV : Allows you to export to CSV format. The CSV file gets saved to your desktop | * CSV : Allows you to export to CSV format. The CSV file gets saved to your desktop | ||
| * Excel : To export to Excel, you need to have MS Excel installed on your computer | * Excel : To export to Excel, you need to have MS Excel installed on your computer | ||
| - | **Reference Illustrations** | + | |
| * Print Grid\\ | * Print Grid\\ | ||
| {{:office:payroll:payroll_grid.jpg}}\\ | {{:office:payroll:payroll_grid.jpg}}\\ | ||
| * CSV\\ | * CSV\\ | ||
| {{:office:payroll:payroll_csv.jpg}}\\ | {{:office:payroll:payroll_csv.jpg}}\\ | ||
| + | |||
| ==== Detail Level ==== | ==== Detail Level ==== | ||
| * Employee Hourly Summary : Provides a hourly summary(total number of hours worked for the pay-period) for a specific employee \\ | * Employee Hourly Summary : Provides a hourly summary(total number of hours worked for the pay-period) for a specific employee \\ | ||
| * Employee Hourly Detail : Provides a detailed summary (number of hours worked for each day in pay period) for a specific employee | * Employee Hourly Detail : Provides a detailed summary (number of hours worked for each day in pay period) for a specific employee | ||
| - | |||
| - | **Reference Illustration** | ||
| * Employee Hourly Summary Report\\ | * Employee Hourly Summary Report\\ | ||
| Line 96: | Line 90: | ||
| {{:office:payroll:payroll_hrlydetail.jpg}}\\ | {{:office:payroll:payroll_hrlydetail.jpg}}\\ | ||
| - | ==== Filter ==== | + | ==== Add Rate for Employee ==== |
| + | |||
| + | Steps to add a specific rate to employee: | ||
| + | |||
| + | 1. Open CCS Office-Touch >> Employees (Office Toolbar) >> Employee Information\\ | ||
| + | 2. Select the primary position of the employee from the drop down menu\\ | ||
| + | 3. Select Job Type for employee from the drop down menu\\ | ||
| + | 4. Click on Add Job\\ | ||
| + | 5. Highlight the job type and then add\edit the rate for the employee\\ | ||
| + | |||
| + | Please see snapshot below in the Manage Employees section on how to add rate for the employee | ||
| + | |||
| + | {{:office:payroll:payroll_edit_rate.jpg}} | ||
| + | |||
| + | === Filter ==== | ||
| Allows to filter employees based on current status of employee \\ | Allows to filter employees based on current status of employee \\ | ||
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| Employers can track hours of employees through CCS Terminal. The Time Clock Console in the terminal helps employees to easily clock -in, clock out, take breaks during the work period. | Employers can track hours of employees through CCS Terminal. The Time Clock Console in the terminal helps employees to easily clock -in, clock out, take breaks during the work period. | ||
| - | To Clock In/Clock Out in CCS Terminal: | + | **Clock In/Clock Out in CCS Terminal** |
| - | * Open CCS Terminal >> Time Clock >> Enter Code >> Clock In/Clock Out | + | |
| + | * Open CCS Terminal >> Time Clock >> Clock In/Clock Out >> Enter PIN | ||
| * All employees on clock are shown on the login screen in the CCS terminal(On the right hand side of the screen) | * All employees on clock are shown on the login screen in the CCS terminal(On the right hand side of the screen) | ||
| + | **Breaks**\\ | ||
| + | Employees can take breaks and the steps are shown below: | ||
| + | * Open CCS Terminal >> Time Clock >> Break >> Enter PIN >> Enter Break >> Start Break/End Break | ||
| + | * To verify break times, open CCS Office >> Payroll Periods >> Select the period >> Select the name of the employee from the right >> Select the date on which you took a break and the break details such as start time, end time, break time are displayed below the payperiod details as shown below : | ||
| - | **Reference Illustrations** | ||
| * Time Clock Console\\ | * Time Clock Console\\ | ||
| {{office:payroll:payroll_tconsole.jpg}}\\ | {{office:payroll:payroll_tconsole.jpg}}\\ | ||
| * POS Terminal Screen(Employees on Clock)\\ | * POS Terminal Screen(Employees on Clock)\\ | ||
| {{:office:payroll:payroll_tscreen.jpg}}\\ | {{:office:payroll:payroll_tscreen.jpg}}\\ | ||
| + | * Break Period Details | ||
| + | {{:office:payroll:payroll_breaks.jpg}}\\ | ||
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