Add UKG Pro Time Management Settings for a New Employee

Provides instructions to add Time Management settings for a new employee.

Add UKG Pro Time Management Settings for a New Employee

Add UKG Pro Time Management Settings for a New Employee

Add Time Management settings for a new employee on the Time Management page during the Add Employee work event or the Add US/Canadian/International Employee work event.

The Time Management page enables you to complete the following:

  • Control employee access to Time Management.
  • Select additional security access for supervisors and administrators.
  • Assign employee time entry rules.
  • Select an access group for supervisors and administrators.
  • Configure historical data transfer settings for a company transfer (only available during company transfer).

Navigation:Menu > My Team > My Employees > Things I Can Do section > Add Employee (Hire/Rehire) link

  1. From the Jobs/Payroll page of the work event, select Next.

    The Time Management page appears.

  2. In the Additional Security Access section, select whether the employee requires additional security access in Time Management. By default, all employees are given employee security access. This selection provides the employee access to their timesheet and other employee pages in Time Management.
    Note For employees who are not supervisors or administrators, select None.
  3. In the Employee Time Entry Rules section, select the following from the associated drop-down lists:
    Note If you are rehiring a person to the same company, the fields default to the values that were in place at the time of termination.
    • Shift Number
    • Pay Policy
    • Holiday Rule
    • Pay Type
    • Pay Category
    • Employee Access Group
    Note The default value and options are based on company-specific integration configuration. If the values are not available, an informational message appears. The value for each affected field is "Default value will be used." In this case, either access Time Management and select applicable values, or return to the employee's Time Management page (My Employees) to update the values.
  4. Select the Schedule Request Approver, if applicable.
    Note The supervisor, who was selected on the Jobs/Payroll page, defaults on this page, provided the supervisor is a Time Management user.
  5. In the Supervisor and Administrator section, select the applicable supervisor or administrator access group.
    Note The access group field is enabled based on the selection made in the Additional Security Access section.
  6. If you are transferring an employee, in the Historical Data Transfer Settings section, select how the employee's historical data is handled during the transfer:
    • Don't Merge Historical Data — Historical information remains with the employee number corresponding to the company from which the employee is being transferred.
    • Merge Historical Data — Historical information is merged with the new employee number.
    Note During a global transfer, the default values are not retained.
    This section only appears during the Transfer Employee work event. It is not visible during the Add Employee or Add US/Canadian/International Employee work events.
  7. Select Next to continue or Save to complete the work event. Additional pages may need to be completed, including Direct Deposit, Federal, State or Local Taxes, and PTO/Leave Balances. Complete these pages, as needed.

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