Accessing the Tool

1. To access Job Codes, select Employees across the top toolbar, and choose Job Codes.

2. The Job

1. Codes Grid will launch.

2. The primary functions associated with managing Job Codes are embedded in the Job Code setup screen, which can be accessed by double-clicking on an existing Job Code (to edit an existing code), or clicking the New button (to create a new code). 

Create New Job Codes

To create a new Job Code, navigate to the Job Codes Grid, then perform either of the following to launch the Job Code setup screen:

1. Click the New icon on the toolbar.

1. Or, right-click anywhere on the Job Codes Grid and select New.

2. The Job Code setup screen will launch.

2. Begin setup by populating the General Information at the top of the screen.

General Information

1. Enter a Name and Description (optional) for the Job Code.

1. Supervisor - Enter the supervisor of the employees within the Job Code (optional). Note the lookup feature is available to assist with populating this field.

1. Code - Enter a unique value for the Job Code. This will be the code used if Payroll is exported to a third party vendor.

1. Automatically Subtract - Only used when our Scheduling Module is utilized. If an employee works longer than a certain allotted time, checking this box will subtract a specific amount of time (in minutes) from their timesheet. For instance, this could be used to automatically deduct a lunch break from an employee’s timesheet.

1. Only Allow Clock in/Out at POS Terminal - If checked, employees within the Job Code will only be able to clock in and out at the POS; all other POS functions will be restricted.

2. Once General Information is populated, proceed to the Employees tab at the bottom portion of the setup screen.

Employees

1. The Employees tab displays a list view of all employees with the Job Code.

2. Although it is recommended to add/remove employees to/from the Job Code within the individual employee profile, this can also be done here by simply checking or unchecking the flag next to the Employee’s Username.

Rate

1. To add an hourly Rate to an employee, click to select the employee in question (will be highlighted in blue when selected), and in the Rate field, type the appropriate dollar amount.

Ledger

1. To add an Expense Payroll Ledger to an employee, click the ledger lookup and select the appropriate ledger. The Expense Payroll Ledger is simply for reporting purposes, it will not produce any type of Journal Entry.

Save and Close

1. Lastly, click Save & Close to complete the setup of the new Job Code.

Apply/ Remove Job Codes within Employee Profile

As previously mentioned, it is recommended to add/remove employees to/from the Job Code within the individual employee profile.

To do so,

1. Navigate to the Employee Module on the left user menu and select Manage Employees.

2. The Manage Employees grid will launch. Double click the applicable Employee to add/remove the Job Code.

3. Select the Job Codes tab on the left pane. Next, Select the Employee’s applicable Job Codes.

4. Although it is best practice to add the Rate and Expense Payroll Ledger at the Job Code

1. level, they can be added on an individual basis here.

• To add a Rate, Click to select the Rate field and type the appropriate dollar amount.  This rate will be on an hourly basis.

• To add an Expense Payroll Ledger, click the ledger lookup button (three dots) and select the appropriate ledger.  The Expense Payroll Ledger is simply for reporting purposes, it will not produce any type of Journal Entry.