Create a Team Member Profile & Permissions

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This document provides the standard operating procedures (SOP) to create new team members and set up their compensation, sick, and vacation time.

1. In the Main Navigation, click +New.

2. Then go to Team Member.

3. Fill out the following information:

  1. Member’s Information
    1. Enter the First Name.
    2. Enter the Last Name.
    3. Enter the Email Address.
    4. Enter additional information as needed.
    5. Enter the Department.
    6. Enter the Team Member Type.
    7. Tick the Active Box.
  2. Member’s Work Status
    1. Enter the Start Date.
    2. Enter the Work Status.
  3. Member’s Compensation
    1. Choose the Compensation Type.
      1. Different options will show based on the Compensation Type.
    2. Enter Burden as needed.
    3. Choose the Timecard Type.
    4. Choose the State where your member is working.
    5. Choose the Overtime Rule.
    6. Choose the Approver/s.
  4. Member’s Benefit
    1. Sick Time
      • Tick the Enable Sick Time as needed
      • Choose the Accrual Period
      • Enter the number of hours at the beginning of the year
      • Enter the beginning of the year
      • Enter the Eligibility based on the date
      • Enter the Maximum hour per year
      • Enter the Maximum hours the member can accrue per year
      • Enter the Maximum hours the member can use per year
      • Enter the Maximum hours the member can carry over the next year
      • Enter the Minimum hours the member can use per timecard
    2. Vacation
      • Same process as the Sick Time filling
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