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- 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.
| Note | ||
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Pay codes must be managed created and assigned to users in Microsoft Dynamics GP. Do not create or assign pay codes or pay code groups in Clock. After you have assigned pay codes to users in Microsoft Dynamics GP, you will need to perform a Full Business Sync for the pay codes to be assigned in Clock. |
Entering Travel Expense Transactions
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- Clock Release documentation is found at https://docs.key2act.io/clock2/clock-releases Clock Releases.
Additional Clock Information
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