PAY/HR: Classifications
Overview
You can use the Classifications screen to create classification codes that govern what options will be available for eHub, TeamTime and TeamTime Portal users. The selections you make on this screen become the default permissions for employees within each Classification.
You access the Classifications window from the Payroll Employee Master File window by double-clicking the Classification field on the General tab, and from the Human Resources Compliance Tracker By Employee screen by double-clicking the Classifications field on the Compliance Codes tab.
Key Functionality
Use the Description field to enter the name of the Classification. The Description displays in the Classification drop down list on the General tab of the Employee Master File screen. This Description also displays on the Compliance Tracker by Employee screens Many Payroll reports allow you to select all or specific Classification Descriptions.
Use the PIN (Personal Identification Number) field to protect the rights of particular employees. PIN's generally apply to Classifications with special TeamTime options. If you leave this option blank, the system does not prompt the employees of the corresponding Classification to enter a PIN.
For clients using TeamTime SIP, this PIN is not used. The PIN located in the Supervisor Details grid allows access to voice verification and global greetings.
Use the Group Call In check box for Classifications with the ability to perform Group Call Ins. This option lets a specific group check in to a Job site with one phone call. To use this feature, you must set the Group Check-In option on the TeamTime Job Attributes screen (Job Master File) to Available-Automatic or Available-Manual
This feature is no longer in use.
Use the Group Call Out check box for Classifications with the ability to perform Group Call Outs. This option lets a specific group check out from a Job site with one phone call. To use this feature, you must set the Group Check-In option on the TeamTime Job Attributes screen (Job Master File) to Available-Automatic or Available-Manual.
This feature is no longer in use.
Use the Travel Time check box to enable travel time pay for the selected Classification.
Note: To use this feature, you must select the Travel Time check box on the TeamTime Job Attributes screen.
The Travel Time feature is not applicable for Personnel Scheduling Jobs.
Use the Special Options check box to enable access to voice messaging. For more information see Special Options in TeamTime Help.
Use the Special Options check box to enable access for supervisors. For access to global greetings, voice verification, and voice sampling you will need a PIN entered in Supervisor Details.
Use the Callers Can Enter Job Numbers check box to allow employees in this Classification to enter their Job Number during check in and check out. This is generally used by floaters (employees who move from one job to another and do not have a fixed schedule in the Permanent Timecard file). Supervisors also frequently use this feature.
WinTeam asks for the Job Number only if Caller ID, Permanent Timecard, or Personnel Scheduling is not set up.
If you want this check box selected by default when adding a new employee, go to the TeamTime Defaults (Defaults tab) and select the Callers Can Enter Job Number check box.
Select the Callers Can Enter Hours Types check box to prompt the employee to enter their Hours Type ID when calling in. This feature does not work with the TeamTime eHub Mobile application. This field corresponds to the valid Hours Types Description selected in the Hours Category screen in the Job Costing module. The employee needs to enter the Hours Type ID listed in the Description drop-down.
To REQUIRE callers to enter Hours Type for a Job you must select the Require Callers to Specify Hours Types on the TeamTime Job Attributes screen.
This check box is enabled only when uploading hours to Personnel Scheduling.
Use the Callers Can Enter Job Post check box when you want the system to prompt the employee to enter the Job Post ID. This feature does not work with the TeamTime eHub Mobile application.
Use the Additional TeamTime Information area to define additional TeamTime parameters for the selected Classification. If the selection made in the TeamTime Job Attributes screen does not match those made for the selected Classification, the option may not become available.
Use the Upload Hours To option to select the type of upload you want the system to perform for this Classification. Two options are available:
- Timekeeping – TeleTeam hours update to the Payroll Timekeeping program
- Personnel Scheduling – Personnel Scheduling hours update to payroll
If you select the Personnel Scheduling option, the system does not upload the hours to the Timekeeping program. Personnel Scheduling updates payroll from the Schedules, not from TeleTeam.
If you set this to Timekeeping and you update Personnel Scheduling, your times will be doubled.
When the Upload Hours To is set to Personnel Scheduling, the Hours Types checkbox in the grid is cleared and disabled because this check box only applies to hours that are uploaded to Timekeeping.
The Payroll | ClassificationDefaultPS | Yes custom setting defaults the "Upload Hours to Personnel Scheduling" for any NEW Classification record:
Select the Apply Post-Arrival check box to upload the scheduled shift start to Timekeeping or Personnel Scheduling without changing the clock-in times stored in TeamTime. The adjustment times are set up in TeamTime Defaults.
Select the Apply Pre-Departure check box to upload the scheduled shift end times to Timekeeping or Personnel Scheduling without changing the clock-out times stored in TeamTime. The adjustment times are set up in TeamTime Defaults.
Select the Allow Work Ticket Entry check box to allow employees in this Classification to enter their Work Ticket Number during check in and check out, including Group Check In/Outs.
If this check box is selected, the Enter Work Tickets First check box becomes available.
This check box is enabled if the Allow Work Ticket Entry check box is selected.
When selected, your employees will enter the Work Ticket immediately after checking in to a Job. TeamTime uses the Job number from that work ticket.
If that Job has a schedule in Personnel Scheduling and falls into the correct time parameters, TeamTime then clocks that employee into the post (including Post Watch). If no valid work ticket number is entered, the normal call hierarchy is used.
TeamTime uses the normal call hierarchy to determine the job number, then uses that job number to validate work ticket numbers when Enter Work Tickets First is not selected.
This logic applies to Group Check-In as well.
Select this check box so employees of this Classification cannot leave messages.
Select this check box so employees of this Classification can leave a message for Supply.
Select the Force Callers To Enter Job Number check box to force all employees who call in for this Job to enter their Job Number. Regardless of whether the system can identify the job site through Caller ID, Permanent Timecards, or Personnel Scheduling, the system requires the employee to enter the Job Number.
Select this option to allow for an employee to check in to one Job, leave the Job, and then clock into another Job. WinTeam will automatically check out the employee from the last Job they were clocked into.
If you select this check box, the Max Hours field becomes a required field.
If you selected the Auto Call Checkout check box, you are required to enter the maximum number of hours between the In Time of the prior Job and the In Time of the new Job.
If the employee does not check in to another Job within the Max Hours stated, they are NOT automatically checked out of the previous Job.
Select the Use Voice Sampling check box to enable the voice-sampling feature for check ins and check outs. When this feature is enabled, the system requests a percentage of employees to submit a voice sample after entering their Employee ID. The system records the voice sample and sends it to the supervisor’s voice message box. The supervisor can listen to the voice sample to determine whether the correct employee checked in/out.
Use the Check-In Sampling % field to define the percentage of employees to voice sample for check ins. For example, enter 25 percent as 25.00.
The numbers to the right represent the sample size based on the percentage you enter and the total number of employees in the selected Classification.
Use the Check-Out Sampling % field to define the percentage of employees to voice sample during check outs. For example, enter 25 percent as 25.00.
The numbers to the right represent the sample size based on the percentage you enter and the total number of employees in the selected Classification.
This check box is enabled when the Voice Sampling check box is selected.
You must be licensed for Voice Verification in order to use this feature.
If this check box is selected and you are not licensed for Voice Verification or do not have the necessary components required for this feature, you will receive a warning message stating "Voice Verification requires additional components to be installed on TeamTime. Please contact TEAM if you do not have these components installed."
The Error Rate % is a required field if the Voice Verification check box is selected.
The Voice Verification check box must be selected to enable this field.
The Error Rate is used to determine the error rate allowed for this set of employees assigned to this Classification.
A high threshold indicates the voice match needs to be more precise, and will therefore result in more "false negatives".
A low threshold means the voice match does NOT need to be as precise, and you will therefore end up with more "false positives".
The values entered must be between 0.1 and 0.9.
You will see a warning message if you enter a value lower than .4 or higher than .7. Normally, this setting should be set between 0.3 and 0.7.
These device (fingerprint reader or face scanner) settings are visible if your company is licensed for TeamTime Portal.
Employees must be enrolled on a device before they are able to use the various functions of TeamTime Portal. The enrollment process is performed by Administrators or Supervisors.
The Can Enroll Others option must be selected in the Employee Master File Classification to enable the Employee (such as a Supervisor) to enroll users on the device. This setting is also required to display the TeamTime Portal Admin menu option of Remove Enrolled Employee.
The Is Clock/Device Admin is selected when the users assigned this classification have administrative rights for installing and configuring devices. Assigning this option to a Classification of Employee enables the Admin menu and gives the Clear Cache and Exit Application options in the menu. This classification option would be useful for someone who would need to close the application (exit kiosk mode) and update or fix the device.
Security
The Classification screen has its own Security Group, PAY Classifications.
The PAY Employee Classifications screen is part of the PAY ALL Security Group.
For more information see Learning about Security Groups.
Custom Settings
Section | Item | Value | Purpose |
---|---|---|---|
Payroll | ClassificationDefaultPS | Yes | This setting will default the "Upload Hours to Personnel Scheduling" for any NEW Classification record. |