Step-By-Step WFH Software startup guide
Configuration Order for WFC Base Product
01
Labor Levels
Setup-->Organizational Setup-->Labor Levels > [add a labor level]
This is the first thing to configure in a system build.
Best practice is setting up all 7 ahead of time, because the system does not allow People records to have a blank in a Labor Level field. So what we do is set up all seven, with a default of 'not used' if necessary.
Logically, the broadest level would be up top, but this is not a physical requirement.
This is the first thing to configure in a system build.
Best practice is setting up all 7 ahead of time, because the system does not allow People records to have a blank in a Labor Level field. So what we do is set up all seven, with a default of 'not used' if necessary.
Logically, the broadest level would be up top, but this is not a physical requirement.
02
Setup → Pay Policies → Pay Codes → Definition
https://ultimatejoeknows.com/paycodes The first thing we build in a pay rule is our pay codes.
New Setup: First do Pay Code Definition, then Combined Pay Codes, then Display order Old setup: To create a new pay code, Right-click definition and choose new.
https://ultimatejoeknows.com/paycodes The first thing we build in a pay rule is our pay codes.
New Setup: First do Pay Code Definition, then Combined Pay Codes, then Display order Old setup: To create a new pay code, Right-click definition and choose new.
03
Work Rule Building Blocks
3e. Breaks
3f. Bonuses / Deductions
3g. Call-ins
3k. Core hours
3d. Exceptions
3l. Majorities
3i. Overtimes
3o. Pay Code Distributions
3b. Rounding rules
3h. Schedule deviations
3c. Shift guarantees
3j. Zones
3n. Combination rules
3f. Bonuses / Deductions
3g. Call-ins
3k. Core hours
3d. Exceptions
3l. Majorities
3i. Overtimes
3o. Pay Code Distributions
3b. Rounding rules
3h. Schedule deviations
3c. Shift guarantees
3j. Zones
3n. Combination rules
04
Holiday Credit Rule building blocks
4a. Holiday table
4b. Holiday zones
4c. Holiday zone combinations
4d. Holiday contributing pay codes
4e. Holiday contributing shifts
4f. Holiday work history qualifiers
4b. Holiday zones
4c. Holiday zone combinations
4d. Holiday contributing pay codes
4e. Holiday contributing shifts
4f. Holiday work history qualifiers
05
Holiday Credit Rules
Setup → Pay Policies → Holiday Credit Rules
There are three tabs: Eligibility, Credits, and Averaging.
There are three tabs: Eligibility, Credits, and Averaging.
06
Pay Rule building blocks
6a. Fixed rules
6b. Processing order
6c. Punch interpretation
6d. Sign-off restrictions
6b. Processing order
6c. Punch interpretation
6d. Sign-off restrictions
