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XactTime General Configuration Page

Environment

The information in this article applies to:

Summary

General Configuration Page

The General Configuration page defines the basic settings for your company’s XactTime
account. XactTime uses the information entered here for reporting, scheduling, and benefits
accruals.

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1. Fill in the settings as appropriate:

a. Company Information: Enter your company’s name, address, and phone number.
This information is used primarily in printing reports.

b. Start of Work Week for Schedule Templates: Sets the day of the week you want
your schedule templates to start with.

c. Labor Level Settings: Use this section to define how you refer to labor levels. You
may call them departments, business units, or any label your company use to define
its overall structure of labor divisions.

d. Benefit Accrual Settings: The settings for benefit accruals define the automatic
summation of benefit time (vacation, sick, personal). XactTime calculates available
benefits. The date on which the benefits start over is called the accrual reset date.
The Global Reset Date option is the date in which the benefits will reset on an
annual basis. If the benefits do not reset on an annual basis, choose the Accrual
Pay Type Detail Date.
The Accrual Pay Type Detail Date enables three reset date options in the benefits
section. These options include Calendar Year (January 1st), Benefit Start Date (set
in each edit employee screen) and Other which allows you to enter your own month
and day the benefits will reset every year.
The Global Benefit Start Date is the date in which you want XactTime to take over
the accrual of your benefits.
e. The Supervisor Approval box should stay checked if you wish to allow the
supervisors to approve time with exceptions (missing punches).
f. Export Matrix: This is a critical section if your company works with a payroll
company to export a file of employee hours worked for importation into their
software. The export matrix, once configured with your payroll software’s codes,
allows easy data transfer between the two platforms.
2. Click Apply Changes to save the changes when you complete all entries.

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Article

KB0018 Published 27th Sep 2013


THE INFORMATION IN THIS DOCUMENT IS PROVIDED ON AN AS-IS BASIS WITHOUT WARRANTY OF ANY KIND. PROVIDER SPECIFICALLY DISCLAIMS ANY OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL PROVIDER BE LIABLE FOR ANY CONSEQUENTIAL, INDIRECT, SPECIAL OR INCIDENTAL DAMAGES, EVEN IF PROVIDER HAS BEEN ADVISED BY USER OF THE POSSIBILITY OF SUCH POTENTIAL LOSS OR DAMAGE. USER AGREES TO HOLD PROVIDER HARMLESS FROM AND AGAINST ANY AND ALL CLAIMS, LOSSES, LIABILITIES AND EXPENSES.

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