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Paychex Time and Labor Online User's Guide

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Paychex Time and Labor Online User's Guide Paychex Time and Labor Online User’s Guide This manual is the property of Paychex, Inc. and should never be removed from the office premises without the manager's express permission. Copyright 2014 Paychex, Inc. All rights reserved. Paychex®, Taxpay®, Readychex®, and Paychex® HR Solutions are trademarks of Paychex, Inc. Paychex, Inc. 911 Panorama Trail South Rochester, New York 14625-0397 Paychex Time and Labor Online User's Guide Time and Labor Online User's Guide Table of Contents Introduction System Requirements ......................................................................................................... 1 About This Manual .............................................................................................................. 1 Disclaimer ........................................................................................................................... 1 How This Guide Is Organized ............................................................................................. 2 Definitions and Symbols ..................................................................................................... 2 Term and Symbol Definitions .............................................................................................. 3 Paychex Time and Labor Online Interface ......................................................................... 4 Tabs and Submenus ........................................................................................................... 4 Employee Home Page Tab ................................................................................................. 5 Admin Tab ........................................................................................................................... 6 The Submenu .............................................................................................................. 7 Status Board Tab ................................................................................................................ 8 Sections and Subsections ................................................................................................... 8 The Personal Settings Icon ................................................................................................. 9 Maximize, Minimize, and Hide Sections...................................................................... 9 Security ............................................................................................................................. 10 Enter Dates, Times, and Numbers in Paychex Time and Labor Online ........................... 11 Navigate To Commonly Used Pages ................................................................................ 11 Paychex Time and Labor Online Support ......................................................................... 11 Chapter 1 - Getting Started Log On ................................................................................................................................ 1 Log Off at the End of a Session .................................................................................. 1 Import Employees Link ....................................................................................................... 2 Import File Specifications .................................................................................................... 2 Fields Allowed for Import ............................................................................................. 3 Import Employees ............................................................................................................... 4 Additional Settings Section ................................................................................................. 5 Select File Section .............................................................................................................. 5 Chapter 2 - Configure the System The Configuration Page ...................................................................................................... 1 System Configurations ................................................................................................ 2 General Configuration ................................................................................................. 2 Payroll Policies ............................................................................................................ 4 Pay Types ................................................................................................................. 27 Pay Adjustment Types .............................................................................................. 31 Holidays ..................................................................................................................... 33 Closing ...................................................................................................................... 37 Re-Open .................................................................................................................... 37 Assign Pollicies ......................................................................................................... 37 Time Clocks ............................................................................................................... 37 Schedules .................................................................................................................. 38 Custom Personal Information .................................................................................... 48 New Employee Defaults ............................................................................................ 50 Benefits ..................................................................................................................... 57 Shift Differentials ....................................................................................................... 65 Paychex Time and Labor Online User's Guide TOC - 1 1/22/14 Table of Contents Security Configuration ............................................................................................... 69 Feature Access Templates ................................................................................ 69 Employee Group Members ............................................................................... 74 Time Sheet Audit Trails ..................................................................................... 76 Notifications ....................................................................................................... 78 IP Access .................................................................................................................. 79 Labor Levels .............................................................................................................. 82 Define Labor Levels .......................................................................................... 82 Setup Labor Levels ........................................................................................... 83 Assign Labor Levels to One Employee ............................................................. 85 Assign Labor Levels to Multiple Employees ...................................................... 86 Chapter 3 - How to Use Your Configured System Admin Home Page .............................................................................................................. 1 Exceptions Section.............................................................................................................. 2 Resolving Exceptions .................................................................................................. 2 Time Off Request Section ................................................................................................... 3 Display Calendar View ........................................................................................................ 5 Generated Reports Section ................................................................................................ 5 Preview a Generated Report ....................................................................................... 6 Delete a Generated Report ......................................................................................... 6 Employee Labor Level Filter Section .................................................................................. 6 Search Section .................................................................................................................... 7 Perform a Basic Search .............................................................................................. 7 Search Tips ................................................................................................................. 8 Search Results Section ............................................................................................. 11 Current Employee Section ................................................................................................ 12 Add an Employee ...................................................................................................... 12 Edit an Employee’s Information ................................................................................ 19 Time Sheet Section ........................................................................................................... 20 Time Sheet Icons ...................................................................................................... 20 Time Sheet Summary Subsection
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