Paycheck8

Managing Timekeeper Functions

Regional Management allows HR Administrators to add and remove employees and organizations to and from timekeepers.

To Add an Employee to a Timekeeper:

1. Select Employee Management from the Administration menu. The Employee Management page is displayed.

   

2. Select Find Profile from the Employee Management menu. The Find Employee page is displayed.

   

3. Complete the fields as instructed below. Users can search using last name, email address, or SSN Social Security number.

   Field	Instruction
   First name	Optional Enter at least one letter of the employee's first name.
   Last name	Enter at least two letters of the employee's last name.
   Email Address	Enter the employee's email address.
   SSN Social Security number	Enter the employee's SSN Social Security number.
   Inactive	Check this box to include inactive employees in the search.

4. Click Search. The Find Employee page is displayed with search results.

   

5. Select the timekeeper to edit. The selected timekeeper's Profile Data page displays with additional Profile menu options.

   

6. Click Regional Management. The Regional Management page is displayed and lists employees and organizations currently assigned to the Timekeeper selected. If the table is blank, the Timekeeper has not been assigned to employees or organizations to administer.

   

7. Click Add. The Regional Management page with Access Type option is displayed.

   

8. Click Employee from the Access Type field. The Regional Management page is displayed with Employee Search activated.

   

9. Complete the fields as instructed below. Users can search using last name, email address, or SSN Social Security number.

   Field	Instruction
   First name	Optional Enter at least one letter of the employee's first name.
   Last name	Enter at least two letters of the employee's last name.
   Email Address	Enter the employee's email address.
   SSN Social Security number	Enter the employee's SSN Social Security number.
   Inactive	Check this box to include inactive employees in the search.

10. Click Search.The Regional Management for Timekeeper page is displayed with search results.
11. Select the employee to add.

    

12. Click Add to add the employee to the timekeeper. The Regional Management for Timekeeper page is displayed with employee added.

    

To Remove an Employee From a Timekeeper:

1. Select Employee Management from the Administration menu. The Employee Management page is displayed.

   

2. Select Find Profile from the Employee Management menu. The Find Employee page is displayed.

   

3. Complete the fields as instructed below. Users can search using last name, email address, or SSN Social Security number.

   Field	Instruction
   First name	Optional Enter at least one letter of the employee's first name.
   Last name	Enter at least two letters of the employee's last name.
   Email Address	Enter the employee's email address.
   SSN Social Security number	Enter the employee's SSN Social Security number.
   Inactive	Check this box to include inactive employees in the search.

4. Click Search. The Find Employee page is displayed with search results.

   

5. Select the timekeeper to edit. The selected timekeeper's Profile Data page displays with additional Profile menu options.

   

6. Click Regional Management. The Regional Management page is displayed and lists employees and organizations currently assigned to the Timekeeper selected. If the table is blank, the Timekeeper has not been assigned to employees or organizations to administer.

   

7. Click Remove next to the employee to remove.

   

To Add an Organization to a Timekeeper:

1. Select Employee Management from the Administration menu. The Employee Management page is displayed.

   

2. Select Find Profile from the Employee Management menu. The Find Employee page is displayed.

   

3. Complete the fields as instructed below. Users can search using last name, email address, or SSN Social Security number.

   Field	Instruction
   First name	Optional Enter at least one letter of the employee's first name.
   Last name	Enter at least two letters of the employee's last name.
   Email Address	Enter the employee's email address.
   SSN Social Security number	Enter the employee's SSN Social Security number.
   Inactive	Check this box to include inactive employees in the search.

4. Click Search. The Find Employee page is displayed with search results.

   

5. Select the timekeeper to edit. The selected timekeeper's Profile Data page displays with additional Profile menu options.

   

6. Click Regional Management. The Regional Management page is displayed and lists employees and organizations currently assigned to the Timekeeper selected. If the table is blank, the Timekeeper has not be assigned any employees or organizations to administer.

   

7. Click Add. The Regional Management page with Access Type option is displayed.

   

8. Click OrgCode in the Access Type field.
9. Click Change in the OrgCode field. The Regional Management page is displayed with the OrgCode search feature.

   

10. Complete the fields as follows:

    Field	Description/Instruction
    Access Type	Displays that OrgCode has been selected.
    Org Code	Displays the organizational structure as it is selected from the drop-down lists. Click Close to close the search lists.
    Agency	Select the Agency code from the drop-down list.
    RSA	Select the 2nd level organizational structure from the drop-down list.
    Unit	Select the 3rd level organizational structure from the drop-down list.
    Subunit	Select the 4th level organizational structure from the drop-down list.
    Level 5	Select the 5th level organizational structure from the drop-down list.
    Level 6	Select the 6th level organizational structure from the drop-down list.
    Level 7	Select the 7th level organizational structure from the drop-down list.
    Level 8	Select the 8th level organizational structure from the drop-down list.
    Org Description	Displays the selected organizational structure.

11. Click Add. The Organization Code is added under the timekeeper.