Setup - TO

Timecard Groups

For Timecard Online, employees are classified into user-defined groupings. A Group Code is assigned to each employee master record. Group Codes are often referred to as Part1 and Part2. Timecard Group definition is defined in the NU Common Codes Category/Value of HRPY/TCPARTS.

See Setting Up Timecard Groups for Timecard Online for more information.

Reason Codes

Set up reason codes in PYUPPC. Add the master record with Code ID = IFPYREASON. At least one definition is required. See Adding Reason Codes for Timecard Online for detailed steps.

Rate Codes

Set up rate codes in PYUPPC. Add the master record with Code ID = IFPYRATECD. At least one definition is required. If using Differential Rate Codes, the client will need to enter a user-defined code. See Adding Rate Codes for Timecard Online for detailed steps.

Hour Code Setup

The list of hour codes that displays on the Timecard Online pages are limited by Pay Class. Only those hour codes that are in the Pay Class assigned to each employee may be displayed. See Setting Up Hour Codes for Timecard Online for setup information.

Pay Class

Timecard Online reads the Pay Class table (PYUPPY) to determine the available Hour Codes for each employee. Confirm that all available Hour Codes are defined for the Pay Class(es).

Employee Setup

Employee Master (PYUPEM):

Confirm that the employee's Hire Date is within the pay period dates.
The employee cannot have a Term Date in Payroll.
Assign the employee to a Timecard Group - Part 1, if it was not set in HR.

Employee Pay Assignment (PYUPEP): The only way the employee's Timesheet will show up in Timecard Online is if there is a pay assignment active within the period dates. Confirm that the employee has an active pay assignment in PYUPEP.

Leave Balances

Until the first Recompute of Accumulators (PYUTRA) is processed, the balances are set to null rather than zero. Leave balance checking will only work if balances are set to an integer. The PYUTRA will set all new balances to zero.

Common Code Setup

The following common codes are required for the Timecard Interface functionality:

Additional common codes:

User Security Setup

Access to Timecard Online requires a BusinessPlus user ID be set up in the Administrative Console Security module and assigned to the appropriate Timecard Online access class (Association). See Setting Up User Security in Timecard Online for user security setup information.

Create New User IDs

To help with the initial setup of employees as TIMECARD users, the Create New User IDs (NUUTNU) utility can be used. Refer to section Creating New Users in Timecard Online for detailed information.

Timecard Online Settings in the Dashboard

Client customization of Timecard Online is handled through the Timecard Online Dashboard component (https://<<servername>>/IFAS7/home/customize/ — Timecard Online tab).

Four pages exist within the Timecard Online dashboard to control settings in TO:

Panels

Timecard Online allows configurable panels to be assigned at the group level. See Assigning Timecard Online Panels to Employee Groups for setup information.

Workflow

Timecard Online has been designed to take full advantage of the BusinessPlus Workflow process to allow a supervisor to review and approve timecard entries prior to acceptance. Using Workflow with Timecard Online is optional. Refer to Setting Up Workflow for Timecard Online for setup information.

Substitute Utility

Hour codes, in conjunction with PYFG/TCSUB### common code, need to be set up prior to processing substitute timecards. See Substitute Setup in TO for more information.