EditPurpose
To create new and edit existing companies in the AttendanceSuite database.
EditLocations Used
Administration
EditOverview
AttendanceSuite can manage attendance and payroll information for more than one company. This is useful when an owner of a company owns more than one company and would like only one software application to manage all of them.
EditView Companies
To view a list of companies defined in AttendanceSuite, make the menu selection
Administration⇒Companies from the main menu bar.
 Companies |
EditAdd a New Company
To add a new company, click on the
ADD NEW ENTRY button on the Companies page.
 Companies |
The following elements are always displayed on this page, even when the different tabs are selected:
1. Name: Enter the name of the company you wish to add to the AttendanceSuite database.
2. Tabs: The information that needs to be entered for the company is organized into several areas:
• Company Details: This tab allows you to enter company details, such as address,
phone numbers, email address, clock specifications, and news feed source.
• Breaks: This tab allows you to specify start and end times for breaks and lunch.
• PTO: This tab allows you to select the type of paid time off (PTO) for this company.
• Pay Periods: This tab allows you to indicate when employees are to be paid.
Refer to the sections below for a description of the input fields under each tab.
3. Click on the SAVE button to create the new company in the AttendanceSuite database. Click on the CANCEL button to discard your changes.
EditEdit an Existing Company
1. Select a company to edit by clicking on its name on the Companies page.
2. The Company Details page will appear. Make changes as necessary. Refer to the sections below for a description of the various input fields under each tab.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
 Button Selections during EDIT or DELETE |
EditDelete an Existing Company
1. Select a company to delete by clicking on its name on the Companies page.
2. The Companies Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the company from the AttendanceSuite database.
4. You will be asked to confirm that you wish to delete the company. Click on "OK".
5. The company will be deleted from the AttendanceSuite database. It will no longer be seen on the Companies page.
EditDescription of Company Details
You can move your mouse over the help icons for specific input fields to view more information on that field.
EditCompany Details
The Company Details tab allows you to specify information regarding the company itself.
 Company Details |
1. Address, City, State, Zip Code – Enter the address for the company you are adding or editing into AttendanceSuite.
2. Phone Number, Fax Number – Enter the phone and FAX numbers for the company.
3. Email – Enter the email address for the company.
4. Clock in Feature – Check this box if you wish to allow the ability to clock in and clock out using the Internet.
5. Holiday Pay – Check this box to indicate that employees for this company will be paid if they work during the holidays.
6. RSS Feed URL – Enter the name of a web site from which you want to obtain news feeds that will appear in the News Feed box of all AttendanceSuite pages. “RSS”, which means “Really Simply Syndication”, is simply a data format used to publish web feeds.
7. Reset User Feeds To Company Default – Check this box to obtain news feeds from the default web site as defined by AttendanceSuite.
8. Logo Upload – Enter the name of the image file that contains your company logo. The file path you enter can be a location on the Internet or on your PC. Once entered, the area directly below this input field will display the company logo.
9. Browse… Button – Optionally, you can browse your PC to find the image file that contains your company logo. Click on the Browse button to choose a file on your system.
A popup window will appear similar to any Windows file selection window, where you can move around the folders on your system to view files and select the one you want. Click on the file name to highlight the image file you wish to use, then click on the Open button. Once entered, the area directly below the Browse button will display the company logo.
10. Auto Clock Out – AttendanceSuite can be used to automatically clock out employees who fail to clock out themselves.
11. Start Time – Use these pull-down menus to set the time at which to start automatically clocking out employees.
12. End Time – Use these pull-down menus to set the time at which to stop automatically clocking out employees.
13. Force Auto Check Out – Check this box to indicate that you want AttendanceSuite to automatically clock out employees.
EditBreaks Tab
The Breaks tab allows you to specify the start and end times for breaks and lunch for the company you are adding or editing.
 Company Details |
1. Break 1 Start, Break 1 End – Use the pull-down menus to specify the start and end times of the first break for the work day.
2. Lunch Start, Lunch End – Use the pull-down menus to specify the start and end times of the lunch break.
3. Break 2 Start, Break 2 End - Use the pull-down menus to specify the start and end times of the second break for the work day.
4. Force Lunch Check Out – Check this box to indicate that you want AttendanceSuite to automatically clock out employees for lunch. The employees will be clocked out at the specified Lunch Start time.
5. Sound Upload – Enter the name of an audio file that you wish to be heard when the employee should clock out for breaks and lunch. The file path you enter can be a location on the Internet or on your PC.
6. Browse… Button – Optionally, you can browse your PC to find the audio file that contains the sound you wish to hear. Click on the Browse button to choose a file on your system.
EditPTO Tab
The PTO tab allows you to specify how your company handles paid time off (PTO). Only one radio button can be selected.
 Company Details |
1. Separate (Sick, Personal, Vacation Days have distinct values) – Mark this radio button if the company treats sick time, personal time, and vacation time as separate entities. In other words there is a set number of hours for each from which an employee can draw sick, personal, or vacation time.
2. Combined (Sick, Personal, Vacation Days are shared values) – Mark this radio button if the company treats sick time, personal time, and vacation time as a single entity. In other words one set of hours is used from which to draw sick, personal, and vacation time.
3. PTO Based – Mark this radio button if the company calculates paid time off based on the number of hours the company works for the year.
4. Yearly Hours - Enter the number of hours an employee works in a year.
5. RESET PTO Button – This button allows you to reset PTO.
EditPay Periods Tab
The Pay Periods tab allows you to specify the dates on which employees for the company will be paid.
 Company Details |
1. Initial Pay Day – Specify the first date of pay. Type in the date (mm/dd/yyyy) or select from the calendar icon.
2. Interval – Use the pull-down menu to specify how often the employees are to be paid. The numbered check boxes on this page are active only when “Custom” is selected. Mouse over the HELP icon for more information.
• Weekly – Select this to indicate that the employees will be paid every Friday.
• Bi-weekly – Select this to indicate that the employees will be paid every other Friday.
• Monthly – Select this to indicate that the employees will be paid the 1st of each month.
• Custom – Select this to specify your own dates of when employees will be paid. Add a check mark on the dates that employees will be paid by clicking on the check boxes for those dates.