Payroll

The following Encounter POS topics are related to Payroll.

Add Employee

Navigate to Edit Active Employee

  1. Select the Labor tab.

  2. Select the Maintenance tab.

  3. Select Edit Active Employee.

Add a New Employee

  1. Select New.

  2. Select a Badge Number.

  3. In the provided fields on each tab, type the employee information.

    • Required Fields: Badge Number, First Name, Last Name, Birthday (determines labor restrictions), Hire Date, SSN, Pay Rate (Payroll tab).

    • If a school is selected, the school schedule affects labor restrictions.

  4. Select Add Record.

Add Manager/Card

Navigate to Active System User/Password Edit

  1. Select the System tab.

  2. Select the Configuration tab.

  3. Select Active System User/Password Edit.

Add Management Console User

  1. Select New.

  2. Select the User Access tab.

  3. In the provided fields on the User Access tab, type the requested information.

  4. Select Add Record.

Assign Manager Card to User

  1. Select the POS Access tab.

  2. Type the number located on the front of the Manager Card.

  3. From the dropdown, select a POS Access Level.

  4. Select Submit (or Add Record).

Edit Employee Time

Navigate to Edit Clocksets

  1. Select the Labor tab.

  2. Select the Tasks tab.

  3. Select Edit Clocksets.

Select the Employee and Day

  1. From the Quick Search dropdown, select the employee.

  2. From the dropdown next to the employee’s name, select the day to edit.

Edit the Clockset

  1. Type the date and time for the clockset.

  2. Select Submit Add New Clockset.

  3. Next to Add a Row, select the plus sign +.

  4. Type any additional clockset information.

  5. Select Submit.

Close Payroll

Navigate to Payroll Close

  1. Select the Labor tab.

  2. Select the Tasks tab.

  3. Select Close Payroll.

Close Payroll

Follow these steps if Auto-Payroll Close is NOT enabled.

  1. Type the effective End Date OR select the calendar icon to select the date from a popup calendar.

  2. Type the effective End Time.

  3. Select Submit.

If any changes need to be made before payroll is processed, follow these steps to re-close payroll:

  1. Select the Labor tab.

  2. Select the Tasks tab.

  3. Select Re-Close Payroll.

  4. Type the effective End Date and End Time.

  5. Select Submit.

Terminate Employee

Tärkeää

An employee with an In-Active status cannot Clock In/Out.

Navigate to Edit Active Employee

  1. Select the Labor tab.

  2. Select the Maintenance tab.

  3. Select Edit Active Employees.

Terminate Employee

  1. Use Quick Search to select an employee.

  2. Select In-Active.

  3. Select the Termination tab.

  4. Select a Termination Date.

  5. Type any additional notes regarding the employee’s termination.

  6. Select Submit.