...
- Pay groups (Salary vs Hourly).
- Verify if you need to run OCM (Organization Chart Management). This sets up the user to approve time sheets.
- Activity level approval (turn off to start). Go to Configuration > System Settings > Third Party Software. Take Project Approvals into consideration when returning entries to MSP and QuickBooks.
- Holiday Schedule – possibly two schedules based on Salary and Hourly.
- Holidays.
- DVT2 Blocking Rule – Time Entries (required fields). For example, if employees must enter a pay code with time entries.
- Create DVT2 Blocking Rules – Expense (required fields).
- Create DVT2 Basic Rules – Overtime. For example, if an employee has more than 8 hours in a day, overtime needs to be on a different pay code line.
- Other items to consider:
- Will they be using Time In/Time Out? If so, this will need to be added to the All Employees group.
- Do they use Work Crews? If yes, only labor entries will be used for the crews.
Best Practices
| Excerpt |
|---|
For optimal synchronization performance, it is recommended to not run any unnecessary processes during the scheduled sync time. |
Additional Documentation
| Anchor | ||||
|---|---|---|---|---|
|
...