Employee Sets

Use Employee Sets to sort employees into groups based on certain criteria, such as seniority, job, pay group, work class, pay rate, and so on. Once an employee set is created, you apply filters to determine which employees are included in the set. You can then designate which work rules apply to employees in the set, which earning types can be applied to employees in the set, and what options are available to them at the Time Clock. Employee Sets are also used to distribute Tip Pools. For more information, see Tip Pools and Tip Pool Types.

Employee Sets screen

Fields on the Employee Sets screen

Field Description Notes

Audit

View a history of changes to the screen.


Employee Sets pane

Add

Create a new employee set.

Edit

Edit the name of the employee set.

  

Delete

Delete the selected employee set.

This button is available only if an employee set is selected.

Employee sets list

Select the name of an employee set from the list to view details in the tabs.
Filters tab This tab is selected by default.

Add

Add a new filter.

Edit

Make changes to the selected filter.

This button is available only if a filter is selected.

Delete

Delete the selected filter.

This button is available only if a filter is selected.

Filters table

Criteria that must be met for a employee to be included in the employee set. You can have one filter or multiple filters, as needed.

  • Filter Type—Type of criteria that employees must meet to be included in the set.

  • Criteria—Specific criteria that you configured in the Add/Edit Filter dialog box.
Work Rules tab

Work Rules table

Determine which Work rule types are associated with the employee set. To determine which work rule set is associated with a rule type, click in the field beside the Rule Type and select a Work Rule Set from the drop-down list.

  • Rule Type—Name of the work rule type.

  • Work Rule Set—Displays the name of the work rule set that is configured for the employee set. If no work rule set is configured for the corresponding rule type, the column displays <No Work Rule Configured>.

Rule Type fields are read-only.
Earning Type Restrictions tab

Earning Type Restrictions table

Determine which earning types cannot be associated with this employee set.

  • Earning Type—Name of the earning type.

  • Exclude—If selected, the earning type cannot be applied to the corresponding employee set.

Earning Type fields are read-only.
Punch Type Restrictions tab

Punch Type Restrictions check boxes

Determines which button options appear for employees at the Time Clock. A selected check box indicates that the specified button is displayed to employees on the Time Clock.