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Tracking a Salaried Employee’s Hours using Time and Attendance

Tracking a Salaried Employee’s Hours using Time and Attendance

Add a Memo Calculation for Hours

  1. Navigate to Client Management > Payroll > Memo Calculations.
  2. Click Add New.
  3. Select Memo Hours from the Memo Type dropdown menu.
    Tracking salary hours 1

  4. Change the Title to Salary Hours and Save.
    Tracking salary hours 2

Create a Time Card Permission Rule

  1. Navigate to Client Management > Time Management > Time Card Permission Rules.
  2. Add New.
    1. Security Rule Name: Salary
    2. Select the configuration based on the client’s specifications and Save.
      *Be sure to select Allow Self Service Punch to allow salary employees to clock in and out.
      Tracking salary hours 3

Create an Hours Allocation Rule

  1. Navigate to Client Management > Time Management > Hours Allocation Rules.
  2. Create a New Rule Set.
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  3. Name the Rule Set Salary, select the Salary Hours Memo Calculation as the Base Earning, and Save.
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  4. If there are absences (Holidays, PTO, Unpaid Time Off, etc.), you can add the appropriate absences to the Rule Set. The example below is for a paid Holiday. Repeat as needed for additional absences.
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    1. Create a Rule for Paid Holidays to Process After the Base rule. The Rule Type will be Assign to Hours. (This replaces the base earning/memo calculation with a new earning code.) Click Next.
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    2. Select the Earning to be applied. (In this case: Holiday.) Click Next.

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    1. Choose All from the Group Period dropdown menu. Click Next.
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  2. In the Target Earnings section, select (No Earning). Click Next.
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  3. Apply the Condition Type, Hour is a Holidays. Click Save.
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Create an Eligibility Rule

  1. Navigate to Client Management > Time Management > Eligibility Rules.
  2. Add New.
  3. Name the Rule Salary EEs and Select Timecard Policy Groups from the Types. Click Next.
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  4. Click Add Filter.
    1. Field Category: Employee Pay
    2. Field: Pay Type
    3. Operator: In
    4. Filter Value: Select applicable Salary types. Click Done.
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    5. Click Save.
      Tracking salary hours 14

Create a Policy Group

  1. Navigate to Client Management > Time Management > Policy Groups.
  2. Click Add New.
    1. Policy Group Name: Salary EEs
    2. Priority: The next available number.
    3. Hours Allocation Rule: Salary EEs
    4. Holiday Rule: Holidays
    5. Timecard Permission Rule: Salary EEs
    6. Apply Crossing Boundary to: Split Time
    7. Group Punch Pairs Within: 2.00
    8. Click Save.
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  3. Click the Eligibility Rules tab.
  4. Click Edit.
  5. Select the Salary EEs.
  6. Click Save
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