How to Configure Employee Operations

Step-by-Step

1. Open the Employees page and select an employee.

2. Click the Operations tab in their profile.

3. Expand the panel you want to configure and update the fields.

4. Click Save Changes when done.
   
   
   

Sections

Attendance Panel

• Shift Pattern — Assign the employee’s default shift pattern.

• Roles — Assign one or more company roles (if roles are enabled).

• User Groups — Assign the employee to departments or user groups.

• Roster Hourly Rate — Set the hourly rate for roster costing (if financial details are enabled).

• Timezone — Set the employee’s local timezone.

• Work Start Date — Record when the employee started working.
  
  

  

Job Tracking Panel

• Charge Out Rate — The billing rate for job costing (if financial details are enabled).

• Default Job — Set default job items for each job layer so timesheets are automatically tagged.
  
  

  

Reports Panel

• Include in Payroll Reports — Toggle whether this employee appears in payroll exports.

• Contract Type, Custom ID, Payroll Code, Time in Lieu Initial Balance — Grouping and identification fields used in reports and exports.
  
  
  

Payroll Panel

If your company uses the awards (pay interpretation) engine, this panel displays the award configuration for the employee, including award selection, employee type, base pay rate, and allowance triggers.