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XactTime System Configuration

Environment

The information in this article applies to:

Summary

The Configuration Page
The Configuration page is segmented into three sections and contains links to all the pages
within XactTime that help you configure your company’s account.
This chapter is organized by the order it appears on the Configuration page (i.e., from left to
right and from top to bottom). This is not necessarily the order one must follow when
configuring the system. See recommended steps for configuring XactTime for more
information on a standard implementation process.
System Configurations

User submitted image
General Configuration

Selecting General Configuration opens the General Configuration page, where you define
the basic settings for your company’s XactTime account. The information entered here is
used for reporting, scheduling, and benefits accruals.

Payroll Policies

Selecting Payroll Policies opens the Payroll Policies page, where you manage the Payroll
Policies for your company.
XactTime uses Payroll Policies to store and apply the rules governing attendance, lunches
and breaks, overtime, pay periods, etc. An organization may have more than one set of
rules, so XactTime allows you to create many policies. You assign an appropriate payroll
policy to each employee.

Pay Types

Selecting Pay Types opens the Pay Types page, where you manage the Pay Types for your
company. Pay Types represent the kinds of time that you wish to track with XactTime.
Examples of Pay Types are work, vacation, sick, personal, holiday, and jury duty.

Pay Adjustment Types

Selecting Pay Adjustment Types opens the Pay Adjustment Types page, where you may
manage adjustments to employee earnings. Pay Adjustments are lump sum additions or
subtractions to an employee's net or gross pay. Among others, adjustments can be
bonuses, tips, and union or professional dues.

Holidays

Selecting Holidays opens the Holidays page, where you can add an unlimited number of
holidays. You assign these lists to employees and denote paid holidays.

Closing

The Closing link allows an administrator or anyone granted permission to close any pay
period once it has passed. Closing a pay period prevents any more edits to that pay period.

Re-Open

The Re-Open link allows an administrator or anyone granted permission to re-open any pay
period closed within a 90-day period. After 90 days have passed, you may not re-open a
closed pay period.

Hardware

Clicking Hardware opens the Hardware page, where you configure and manage the
hardware devices that provide data to XactTime.

Schedules

Clicking Schedules opens the Schedules page, where you manage schedule templates and
generate schedules.
XactTime allows you to create schedules for your employees. In addition to providing useful
information, XactTime also uses schedules for tracking attendance. It compares actual
clock in and out times to the scheduled clock in and out time for preparing reports on
tardiness and scheduled versus actual work.
Custom Personal Information
Clicking Custom Personal Information opens the Custom Personal Fields page, where
you can add an unlimited amount of custom fields. XactTime adds these fields to the
Employee Edit screen allowing the administrator to enter specific employee information.

New Employee Defaults

Clicking New Employee Defaults opens the New Employee Defaults page, where you
update the default settings used when new employee records are added.
On this page, you establish standard settings for new employees. XactTime enters the
standard settings into each new employee’s profile to reduce repetitive work.

Benefits

Clicking Benefits opens the Benefits page, where you manage benefit accruals for your
employees. XactTime can automatically calculate the available vacation, sick, and personal
time benefits for your employees. These calculations use rules that can account for different
accrual methods, seniority rules, and other factors. Benefit time taken is automatically
subtracted from the available benefits so that balances are always accurate.

Shift Differentials

Clicking Shift Differentials opens the Shift Differentials page, where you manage the shift
differentials for your company.
You use shift differentials to specify monetary premiums for hours worked during certain
times of the day. For example, your company might pay an extra 15% to employees who
work the graveyard shift. Shift differentials define the hours and amount of extra money paid
for these differentials.

Telephony

On the screen shot above you will notice a blank area between Shift Differentials and the
Error Log. This is where the telephony link appears after it has been enabled.
To enable the telephony link you must go into the General Configuration page in
configuration. Scroll down to the telephony section and click on the checkbox. You must
also choose a unique company number that will be used by all of the employees in that
company. Once you have saved the changes the telephony link will appear on the
Configuration page.
Clicking Telephony opens the Telephony page; this is where you set up the Telephony
Policies for your company.
Telephony is one of the ways your employees can clock in and out. The first step in
configuring your Telephony Policy is selecting the Telephony option on the General
Configuration page. You will need to select a company number (this can be a number of
your choice) and then click the Telephony link to complete the configuration. You are not
required to use Telephony, additional fees do apply.





Article

KB0014 Published 24th Sep 2013


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