Employees - General Info

The Employees - General Info tab is the main screen from which you enter Employee's vital information and configure how their accumulated time will be processed.

The General Info Tab

From this screen, you add new Employees, enter Employee information (such as name, address, password, other personal information), assign the Employee to a Department, as well as access other functions and menus that we will explain later.

Basic Employee information, such as name, address and personal information are rather self-explanatory.

Departments

This section of the screen is where you create new Departments and assign Employees to Departments for Time and Attendance purposes.  In order to access these functions, click on the "Departments" drop down menu.

Add/Edit

Clicking on this button will open up the following screen in which you can enter a new Department name.  The Default Department name that Y.E.S.! Time and Attendance™ ships with is called "No Dept."  This default Department cannot be deleted or renamed.

Go ahead and type your new Department name.  

In this example, we have entered the new department name "Sales." Click on the "OK" button when you are finished.

• NOTE: Now that you have created a new Department, you must assign Employees to that department.  Departments will not appear in the list of Departments available on the Employee Information screen until each Employee has been assigned to that department.  Likewise, if you Assign the Employee to the new Department at this time, that Employee will disappear from the list of Employees visible under the Employees screen database.  This is because that Employee is no longer a member of the current work group.  Assigning of Employees to work groups is done from the Company Info Screen, Departments tab.

Payroll Item(s)

Each employee must be assigned at least one (1) Payroll Item (Type).  These Items are created and may be edited by clicking on the "Add/Edit Payroll Item" button immediately below this list box.

QuickBooks® users and non-QuickBooks® users will find that, tasks or jobs can be created, enabled and disabled to create a work time control and reporting system. Once a Y.E.S.!™ Payroll Items is created and enabled for an employee that can charge time (punch-in/Punch-Out) to a job/task, if that job no longer exists, then that employee swipe card will alarm that the payroll item is no longer valid. The manual punch-in screen will also remove the disabled Y.E.S.!™ Payroll Items from the Payroll Item list so that no further hours can be charged to it. As a result of this system, an employee can have many swipe cards (payroll items) associate to each work period.

QuickBooks® Payroll Items and Y.E.S.!™ Wage Types

If you are a QuickBooks®user, the Y.E.S.!™ Wage Types are equivalent to the associated QuickBooks® Payroll in your QuickBooks® accounting system.  Other QuickBooks® Payroll types an be setup in your QuickBooks® accounting systme, which will enable you to structure different pay scales. If you do not use QuickBooks®, these Y.E.S.!™  Wage Types have no value and Y.E.S.!™ Time reports will give you the needed documentation based on the Y.E.S.!™  Payroll Items (Task/Job) for your payroll reporting.

The available Payroll Item types from which you may select when you add new Payroll Items are:

• Salary

• Hourly Regular

• Hourly Sick

• Hourly Vacation

• Salary Regular

• Salary Sick

• Salary Vacation

• Bonus

• Commission

NOTE:  It is your responsibility to make sure that you have not selected contradictory Payroll items for any Employees, such as Salary and Hourly at the same time.

Add/Edit Payroll Item Button

When you click on the "Add/Edit Payroll Item" button, the following screen will appear:

Add a new Payroll Item

If you did not high-light an existing item, clicking on the "Add" button on this screen will open the following screen from which you can create a new Payroll Item:

To create a new Payroll Item:

1. Select an application "Wage Type" from the drop down list.

2. Enter any descriptive name that you choose in the "Name:" field.  (This name will be shown on the Payroll Item(s) list on the Employees - General Info tab.

NOTE: The Pay Type ID: field is not editable.

Edit an Existing Payroll Item

If you high-light an existing item, an "Edit" button will appear, as shown below.  Clicking on the "Edit" button will open the same screen as shown above, but you will now be able to Edit the Payroll Item Name.