Contents

Title and Copyright Information

Preface

• Audience
• Customer Support
• Documentation
• Revision History

1 Overview

• Labor Management
• Enterprise Time Clock
• Forecasting
• System-Wide Features
• Enterprise Information Portal (EIP)
• Remote Transfer Agent

2 Basic Administration

• Locations
• Reporting Hierarchies
• Managing Users
• User Roles
• Privileges
• Human Resources Privileges
• Payroll Preprocessing Privileges
• Defining User Privileges

3 Human Resources Administration

• Organization Configurations
• Configuring an Organization
• Templates
• Downloading and Uploading a Template
• Reason Codes and Types
• Creating a Time Card Adjustment Reason Code
• Creating an Employee Termination Reason Code
• Creating a LOA and Days Allowed Reason Code
• Creating Availability Request Reason Codes
• Creating a Pay Rate Change Reason Code
• Creating a Forecasting Reason Category and Reason Code
• Employee Change Tracking
• Employee Change Tracking Records
• Viewing, Editing, and Deleting Employee Change Tracking Records
• Skill Levels
• Defining Restaurant Skill Levels
• Modifying an Employee's Skill Level
• Job Definitions
• Job Types
• Pay Rates
• Assign to Locations
• Creating a Job Definition
• Assigning a Job Definition to a Location
• Child Labor Laws
• Work Permits and Age Certificates
• Overtime Rules
• Defining a Child Labor Law
• Wage and Tip Laws
• Minimum Wage
• Tip Credit
• Setting Minimum Wage and Tip Credit
• Employee Availability
• Configuring Employee Availability
• Store Work Hours
• Setting Up Store Work Hours and Assigning to Locations
• School Districts
• Entering a School District and Assigning to a Location
• Creating a School Calendar and Assigning Vacation Days
• Linking a School District to an Employee
• Payroll Banks
• Creating Payroll Banks and Assigning to Locations
• Job Category Master
• Creating a Job Category
• Linking a Job Category to a Job Definition
• Labor Category Master
• Creating a Labor Category
• Linking a Labor Category to a Job Definition

4 Human Resources Configuration

• Searching for Employees
• Employee Administration
• General Tab
• Contact Information tab
• I9 Information Tab
• Exemptions Tab
• Payroll Information Tab
• Status Tab
• Location Configuration Tab
• Job Rates Tab
• POS Configuration Tab
• Configuring Employees
• Entering a New Employee
• Entering a Transferred or Borrowed Employee
• Employee Hire Status Classifications
• Changing an Employee's Status
• Setting an Employee's Status as Rehired
• Updating Employee Job Codes and Pay Rates

5 Human Resources Interface

• The HR Import Template
• Downloading/Uploading the Employee Enterprise Template

6 Payroll Preprocessing Administration

• Organization Configuration
• Configuring the Organization for Payroll
• Labor Pay Rules
• Weighted Average Overtime
• Weighted Average Overtime for Tipped Employees
• Creating a Labor Pay Rule and Assigning an Overtime Rule
• Creating and Editing a Labor Pay Overtime Rule
• Labor Pay Overtime Rules
• Consecutive Days Overtime
• Linking a Labor Pay Overtime Rule to a Labor Pay Rule
• Premium Pay
• Premium Pay Types
• Defining Premium Pay
• Pay Period Calendar
• Creating a Pay Period Calendar
• Break Rules Administration
• Creating or Editing a Break Rule
• Break Rules Location Assignment
• Assigning a Break Rule to a Location
• Employee Privilege Administration
• Creating Employee Privileges
• Assigning an Employee Privilege Group to an Employee
• Location Assignment
• Location Configuration
• Assigning a Time-Sensitive Attribute to a Location
• Work Rules
• Assigning Work Rules to a Location
• Premium Pay Rule Location Assignment
• Assign a Premium Pay Rule to a Location
• Payroll Deductions
• Creating a Payroll Deduction
• Payroll Deduction Assignment
• Assigning a One-Time Payroll Deduction

7 Payroll Preprocessing

• Time Cards
• Adding/Editing a Time Card
• Adding Other Pay
• Time Card Summary
• Closing and Reopening a Labor Period
• Closing a Labor Period
• Reopening a Closed Labor Period

8 Enterprise Time Clock Application

• Downloading the TCA
• TCA POS Configuration
• POS Configuration for Non-EM Locations
• Setting Up the POS Keys for Non-EM Locations
• Removing Access to Areas Managed by Labor Management for Non-EM Locations
• POS Configuration for EM Locations
• Unsubscribing from the MICROS Enterprise Configuration Utility (MECU)
• Setting Up the POS Keys for EM Locations
• Removing Access to Areas Managed by Labor Management for EM Locations
• Preventing Updates to Non-Labor Management Sites
• Adding an Exit Time Clock Button
• TCA Printer Configuration for RES
• Configuring the Printer
• Configuring the Labor Management Printer
• Updating the Time Chits
• Specifying the Transaction Code
• Enterprise TCA Functions

9 Staffing

• Staffing Profiles
• Staffing Requirement Definition Methods
• General Step Method
• Productivity Method
• Shift Method
• Fixed Resource Method
• Recipe Method
• Lead and Lag
• Creating a Staffing Profile
• Creating a General Step Staffing Profile
• Creating a Productivity Staffing Profile
• Creating a Shift Staffing Profile
• Creating a Fixed Resource Staffing Profile
• Creating a Recipe Staffing Profile
• Assign Profile to Organization Level
• Staffing Administration
• Adding and Editing Station Definitions
• Assigning a Station to an Organization Level
• Assigning Skill Levels to Staff Requirements
• Staffing Requirements
• Generating Staff Requirements Manually