11.2 General-1 Options
General-1 Options
GENERAL OPTIONS
Auto Log Out after - Enabling this option will automatically logout users whose accounts are inactive for the specified period of time.
Enable Third-Party Interface- Tick this checkbox to enable the ‘Third-Party’ menu option under ‘Setup’.
Prefix employee number - If checked this will prefix all imported employee numbers with the company code from which they were imported.
Export Employee Info to External DB - This option allows for the exporting of data directly into a configured table. Please contact Jarrison Systems support for assistance in setting up an export.
Enable Staging Table for Adjustment Import - This option allows for adjustment information to be imported from a table in JT’s database.
Show Database Code - will display the corresponding database code for each item selected in the list.
Show Last Updated Information - with this selected, most screens will show the last time that information was changed in that particular screen. This may be useful for tracing system changes
Show Clocking Seconds in Daily Details - Will enable the Seconds button on the Daily Details screen and show or hide clocking seconds.
Synchronize Access Group to - This option will set the first access group of employees to automatically update to match the specified field, whenever that specified field is updated. The names of access groups must match the specified field in order for this option to function.
Use Area Schedule - Once this option is enabled the menu option will appear under ‘View’. This option is for JT Clock.
Use Pre-Authorized Overtime - This option will enable the pre-authorized overtime facility, accessed via the ‘Action’ menu. For more information on using this facility please see the User manual. Also note there are related User Group options on the Action tab.
Use Random Selection - Enable the Random Selection feature
Shift Change Notification - This option will enable notifications to employees and supervisors if an alternative shift is applied. Note that SMTP must be setup and the email field in Employee Details must be populated. Once the feature is enabled here, it must be applied to employees, either from the Misc tab of Employee Details, or Multiple Actions.
Use Shift from Device - This will enable the assigning of shift pattern according to what device the person has clocked in on. The option is further configured from the Shift Patterns screen.
Link Supervisor to User - If this option is enabled the system will create disabled User Profiles for employees as they are marked as being a Supervisor. The ‘Link Now’ button can be clicked at any time to add User Profiles based on all employees’ Supervisor state at the time. The default password for these system-created accounts will be the same as the profile’s employee number.
Use Dynamic User Filters - If ‘Link Supervisor to User’ is in use then enabling dynamic filters will set each User Profile’s filters to automatically only contain employees under them in the Supervisor hierarchy. E.g. If Supervisor A is assigned to report to Supervisor B, Supervisor B will see all of A’s people. If Supervisor B is in turn assigned to report to Supervisor C, Supervisor C will see all of A’s and B’s people.
Use FTP - if ticked will enable the fields for completion underneath the option. FTP hostname, username and password are required for FTP to function. In the File Creator FTP will become available as a location to export files to when this option is enabled.
CALCULATIONS
Use Employee Timesheet Lockdown Date - Used to allow individual lockdown dates. This will add an option on the Profile tab of Employee Details.
Use Basic Breaks - will switch off the multiple breaks and variable worked time to activate the break options (configured in the Breaks configuration window).
Use Max on Breaks - will enable the variable worked time to activate the break feature, so instead of only having a minimum worked time there will be a minimum and maximum for paid breaks in the Breaks window.
Use Patrol Routes - to enable the patrol route option in JT and enable the configuration thereof, you will have to select it.
Use Imported Shift Times - enables the import of shifts from Goal software. For further information see the section on shift importing in this manual.
EMPLOYEES
Force Numeric Employee Numbers - will only allow numeric employee numbers.
Zero Fill Employee Numbers - will prefix the employee number with zeros during enrollment and importing of clockings, to make the employee number match the length set in the Maximum Length below. You can click on ‘Zero fill Now’ to apply the zero fill process to existing numeric employee numbers. This will not affect existing non-numeric employee numbers.
ID Number is always required - will not allow the user to save employee details if the ID Number field is blank.
Check valid RSA ID Number - will check the number is a valid South African ID number, if it is valid the label on the Employee Details window will indicate ‘Valid RSA ID’ otherwise it will display ‘Not RSA ID’ in red. The Date of Birth entered on the Personal1 tab of Employee Details must match with the ID, and Jarrison will advise if they do not and confirm if you’d like to set it.
APPROVALS
Approvals are activated here and can be implemented on three different levels:
- ‘Use Daily Summary Approval’ - operators (usually supervisors) will have to approve on a periodic basis before the payroll totals can be exported. ‘Enforce Adjustments on “Absence”’ - if selected, then the default adjustment allocated during absence must be changed by the operator before approval will be allowed. This will force the operator to select an adjustment based on the reason for absence. Even if AWOL or a similar adjustment is selected it still means that the operator has attended to the absence.
‘Allow bypass Daily Summary Approval’ - if selected this will enable an option on the Employee Details window (Misc tab), allowing employees to not require Daily Summary approval before being approved in Pay Totals. - Use Pay Totals Approval’ - this will force the operator (usually managers) to approve a group of employees’ totals before the payroll totals can be exported.
- Use Department Totals Approval’ - this will require the operator (senior manager or a director) to approve the totals achieved by each department before the payroll totals can be exported.
‘Approvals Start Date’ - needs to be set, all periods after this date will need to be approved up to the current date.
Approval permissions are controlled from User Groups. Resetting completed periods can be allowed, with the possibility of a reason required. This detail could later be checked from the JT Audit.
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