Complete Guide to Company Settings

Company Settings is where you can enter the home address of your company, set up your pay period, and enable certain options for ExakTime Connect/Mobile. 

Navigate to Manage and click Company Settings from the top menu bar.

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There will be a series of tabs that you can click on. Some of the tabs may only appear when enabling certain features or when you have the appropriate license.

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General

General is where you would enter your company information.

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Time & Attendance

Time & Attendance allows you to specify your pay periods, when your work week begins, and adjust other settings pertaining to your time cards.

Policies

Biweekly dates for policy calculation are necessary when you calculate an employee's overtime over 2 weeks instead of a single week. This is not the same as calculating them for a single week and paying them every two weeks.

  Additional Information

For more information about setting up biweekly overtime, you can refer to the following article.

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Pay Period Schedule

The pay period schedule determines what days are shown for your time cards and reports for quick reference. The available options for your pay periods are weekly, every 2 weeks, twice a month, every 4 weeks, once a month, or none.

  Additional Information

For more information regarding the setup of your pay period, you can refer How to Set up My Pay Period in ExakTime Connect

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Pay Period Closing

Pay period closing allows the administrator to close a pay period from being manipulated. Once closed, time edits/deletions are prevented and any time records from the field received will be placed into Quarantined Time.

A warning can be enabled to show users on the Time Card Summary when time should be finalized. This does not automatically close the pay period.

  Additional Information

For more information regarding quarantined time, you can refer to Quarantined Time

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Time Card Approval

Time Card Approval allows users to approve their own time or the time of other employees.

Once this is enabled, the "Time Card Approval" tab in Company Settings will be usable.

  Additional Information

For more information regarding time card approval, you can refer to In-Depth: Time Card Approval

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Work Week

The day selected determines when your weekly overtime should begin calculating.

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Time Card Time Entry

Time card time entry limits the number of hours allowed for a time record.

  Additional Information

For more information regarding time card time entry, you can refer to Time Card Time Entry Settings

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Overlapping Time

Overlapping time sets how many minutes time records can overlap before an error icon is shown next to the employees name on their time card.

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Time Card Approval

Time Card Approval allows you to specify when employees/supervisors should receive emails reminding them to approve time or for supervisors to know when all the employees in their viewset have approved their time.

  Additional Information

For more information regarding time card approval, you can refer to In-Depth: Time Card Approval

Notifications

These settings control when to send email reminders to employees and/or supervisors.

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Employee Approval, Supervisor Approval & Sign Off

These sections will show who has what level of approval for time cards.

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Mobile Approval Message and Signature Options

If you have enabled Mobile Time Card Approvals, you can adjust the requirements and messaging.

  Additional Information

For more information, you can refer to Employee Time Card Approvals on ExakTime Mobile

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Schedule

The Schedule section of Company Settings goes over the notification options for the Scheduling feature. If you are interested in scheduling, feel free to contact your account manager for more information.

  Additional Information

For more information about Scheduling, you can refer to In-Depth: Schedules

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Optional Features

Optional Features contains various options that are not enabled by default that allow you to clock in from within the website, add additional columns to your time card, and more.

Connect Clock

Connect clock allows users with access to the website to clock in/out from their web browser.

  Additional Information

For more information regarding Connect Clock, you can refer to Connect Clock

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Custom Fields on Time Card Views

Custom fields can be used to add extra information to the time card details page based on the custom fields associated to an employee, location, and/or cost code.

  Additional Information

For more information regarding Custom Fields on your Time Card, you can refer to Viewing Custom Fields/ExakTime Form Responses In Time Cards

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ExakTime Form Responses on Time Card Views

Your employees responses from their ExakTime Mobile Forms can be shown on the time card details page.

  Additional Information

For more information regarding Custom Fields on your Time Card, you can refer to Viewing Custom Fields/ExakTime Form Responses In Time Cards

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Export Count on Time Card Summary

The exported and exportable records can appear on your time card summary.

  Additional Information

For more information, you can refer to Show Number of Exported Records on Time Card Summary

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Equipment

Allows you and your employees to track how long equipment was used when clocking in.

  Additional Information

For more information regarding Equipment, you can refer In-Depth: Equipment

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Expenses

Allows expenses to be added from within ExakTime Connect or ExakTime Mobile.

  Additional Information

For more information regarding Expenses, you can refer to In-Depth: Expenses

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Shifts

Allows your employees hours to be associated to a shift.

  Additional Information

For more information regarding Shifts, you can refer In-Depth: Shifts

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Other

Contains settings and options that do not fall under the other tabs.

Reports

A company logo can be uploaded to be used for reports and the wage multiplier/burden used for our estimated payroll reports.

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Default Security Roles 

When employees are entered into ExakTime Connect, these drop-down menus will automatically set their ExakTime Connect or Mobile role.

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Cost Codes

Timestamp cost codes can be enabled to track the instance of a cost code, but not accumulate time towards the cost code.

  Additional Information

For more information regarding timestamp cost codes, you can refer to Timestamp Cost Codes

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ExakTime Mobile

Groups can be used to help organize employees, locations, and/or cost codes to make it easier for employees to find what they need.

  Additional Information

For more information regarding groups on ExakTime Mobile, you can refer to In-Depth: Crews/Groups

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ExakTime Forms

Questions that appear when employees clock out.

  Additional Information

For more information regarding ExakTime Mobile COVID-19 mobile forms, you can refer to Enabling and Using COVID-19 Mobile Form

For more information regarding ExakTime Mobile clock out forms, you can refer to In-Depth: ExakTime Mobile Forms

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Time Zone

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Display

Display the ID before or after the employee, location, and cost code name.

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GeoFence

Set a default GeoFence radius for your location when the GeoFence is first generated.

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