Employee Setup is the area of timekeeping where a record or file is created for a employees. The data housed here can included start dates, departments, locations, pay rates, etc.
This article will highlight some tools and notes that should be kept in mind when using Employee Setup.
Locate the down arrow icon on the right side of the page, just above the column headers and click it. A pop up will give you an option to export the entire list of employees as either a .csv or .pdf file. The .csv can be opened in Excel if you are looking to create a spreadsheet.
Although the system paginates the employee list, the export will include all employees visible through the current filter.
If you have applied a filter to the employee list or included Inactive Employees in the list, the export will honor that filter setting.
If an employee has a Start Date in the future, they will also be set as an Inactive employee until that date is reached.
In order to view Inactive employees, from the list view in Employee Setup, select Click to show the employee list filter and select All employees (including inactive) from the radio button list.
To view the historical Employee Data information, click the Expand History button to the right of the Employee Data section header. This will display all past and future changes to the data.
After displaying the History, you can also edit the historical information by clicking the Edit button. This will allow you to delete entries as well as add a new entry with a new effective date.
Adding information with a new effective date does not clear out any future entries that may be shown in the Expand History feature.
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