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.

Company Settings is found by going to Manage in 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.

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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 employees work week 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.

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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.

For more information regarding the setup of your pay period, please refer to the following article: 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.

For more information regarding quarantined time, please refer to the following article: 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.

For more information regarding time card approval, please refer to the following article: In-Depth: Time Card Approval

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Work Week

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

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Time Card Time Entry

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

For more information regarding time card time entry, please refer to the following article: 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.

For more information regarding time card approval, please refer to the following article: 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.

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.

If you would like to know more about Scheduling, you can refer to our article here: 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.

For more information regarding Connect Clock, please refer to the following article: 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.

For more information regarding Custom Fields on your Time Card, please refer to the following article: 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.

For more information regarding Custom Fields on your Time Card, please refer to the following article: 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.

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.

For more information regarding Equipment, please refer to the following article: In-Depth: Equipment

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Expenses

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

For more information regarding Expenses, please refer to the following article: In-Depth: Expenses

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Shifts

 Allows your employees hours to be associated to a shift.

For more information regarding Shifts, please refer to the following article: In-Depth: Shifts

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Other

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

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.

For more information regarding timestamp cost codes, please refer to the following article: 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.

For more information regarding groups on ExakTime Mobile, please refer to the following article: In-Depth: Crews/Groups

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ExakTime Forms

Questions that appear when employees clock out.

For more information regarding ExakTime Mobile COVID-19 mobile forms, please refer to the following article: Enabling and Using COVID-19 Mobile Form

For more information regarding ExakTime Mobile clock out forms, please refer to the following article: 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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