Time and Attendance Overall Settings

Time and Attendance Overall Settings

Configure organization-wide Projects and Overtime for Time and Attendance under Time > Settings. Projects you create here can later be assigned to specific subgroups—see Time and Attendance Subgroup Settings - Timesheet Due Dates, Projects, and IP Addresses. To review overtime hours after you set the calculation method, see Time Summary Area- Admin.

To access:
  1. Log in to BerniePortal as an employer with Time and Attendance enabled
  2. Select Time in the top navigation menu
  3. Select Settings in the secondary menu

To add a Project:
  1. Select Projects in the left-hand menu (this is the default Settings view)
  2. Select Add Project
  3. In Project Details, enter the project name in the field with the placeholder What would you like the name of this project to be?
  4. Optional: turn on EMPLOYEE-SPECIFIC HOURLY RATES to set rates that override each employee’s regular rate for this project
    1. In the Add Employee field, enter at least three characters of the employee name in Search Employee Name, then select the employee from the results
    2. Select Add
    3. Enter the custom pay rate in the 0.00 field for that employee
    4. Repeat for each employee who needs a project-specific rate
  5. Select SAVE (or CANCEL to discard and return to the list)

To edit or delete a Project:
  1. On the Global Project list, open the gear icon in the Actions column for the project row
  2. Select Edit to change the name or employee-specific rates, then select SAVE
  3. Select Delete to permanently remove the project

You can also drag a project row by the handle at the left of the project name to change the list order. The new order saves when you drop the row.

To set Overtime calculation:
  1. Select Overtime in the left-hand menu
  2. Under How should overtime be calculated?, select one of the following. The setting saves when you choose it—there is no separate Save button:
    • Weekly basis (40 hours)
    • Daily basis (8 hours)

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