Setup Wizard

Setup Steps:

Last Modified: Apr 10, 2019 @ 3:57 pm

Begin the setup wizard by clicking “Okay! Let’s get started”. You must complete the setup wizard before accessing your full account.

This process should only take a few minutes.

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Next, you’ll set up your departments. Enter the departments in your organisation here, and the Code you’d like to associate to the department (optional). You can add rows to fill by clicking the “+” button in the bottom of the window. Only have a few departments?

That’s fine, you can leave rows blank and continue to the next step.

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After that, set up your People. Check the box at the top of the page to assign the default Time Zone to all of your users. Add your employees’ first and last name, and assign them to one of the departments that you just created on the previous step. You can add more rows by clicking the “+” button in the bottom middle of the window.

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After your people are set up, you’ll set up a few policies, starting with Pay Period.

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If you choose a weekly pay period, all you’ll need to do is select which day your work week starts on.

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If you select a bi-weekly pay period, you’ll need to select the date in which your current pay period began.

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If you select a semi-monthly pay period, you’ll first select which day the work week starts.
After that you’ll select the date in which the first pay period of the month begins. If your first pay period begins on the last day of the month, check the box at the bottom left of the calendar.
Then, select the day that your second pay period begins on.

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If you select a monthly pay period, you’ll start by selecting the day that your work week begins on.
Once you select the day the work week starts, you’ll select the date of the month that the pay period begins on

Once you’ve set up your pay period policy, you’ll see a calendar view depicting the pay period policy you created. When you’ve confirmed that the policy you set up looks correct, click continue.

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After you’ve set up your pay period policy, you start the setup of your break policy.

Only set up a break policy if you want breaks to be accounted for on time cards. If you do not want any break type to show up on time cards, select “No Break Needed”.

If you want to set up a break policy for just rest or just meal, click the rest or meal button then continue.

If your employees will clock out for breaks, move the first toggle to the “Yes” side, to signify that employees will be clocking out for the break type you selected.

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If your employees will be paid when they’re on break, move the toggle to the “Paid” side, and select the duration of the break that will be paid.

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If your employees’ breaks will be unpaid, move the toggle to the “Unpaid” side, and click continue.

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If you want to set up an automatic break deduction, or addition, for your employees’ time cards, move the toggle for the question “Will users clock out for breaks?” to No.

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If you want to set up an auto-deduction for breaks on your employees’ time cards, tick No for the “Would you like employees to clock out for breaks?”

Then, select how long the break’s auto deduction should be.

If you want to set up an auto-paid break for your employees, move the toggle underneath “Is the break paid or unpaid?” to Yes.

Then, select after how many hours worked it will occur, and if the paid break will recur throughout the day each time that number of hours is worked.

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If you want to set up a break policy for both rest and meal, select the “Both Rest and Meal” option and click continue.

Once you have completed the setup of your rest breaks, you will be taken straight to the setup of your meal breaks.

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Once you’ve completed your break policy, you can set up any overtime policies you may have.

Select all of the overtime rules that you would like to setup in your policy.

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Once you’ve done that, you’ll be taken to the page where you select the paycode, hours worked before the rule takes effect, and the pay modifier for the rule.

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The paycode you select will be the label that represents hours worked in that overtime “threshold” on employees time card. You can reuse paycodes for multiple overtime rules, or use unique paycodes for your different overtime rules, depending on your preference.

The “Takes Effect After” field represents the amount of time in which an employee must work before reaching the overtime threshold. For example, if you want employees to earn overtime after 8 hours worked, set the “Takes Effect After” field to 8 hours for that daily overtime policy.

The modifier field represents the how the employees pay will be modified for the hours they work in that overtime threshold. If you want your employees to earn double when working overtime, set the modifier to 2.0

If you create a Saturday, Sunday, or Seventh Day overtime policy in the setup wizard, all hours worked on Saturday, Sunday, or Seventh Day will receive the modifier you set. If you want to edit the “Takes Effect After” time for those overtime types, you can do so in the Overtime Policy once you’re outside of the setup wizard.

Setting up Saturday overtime means that any hours an employee works on Saturday will receive the modifier you set.

Setting up Sunday overtime means that any hours an employee works on Sunday will receive the modifier you set.

Setting up Seventh Day overtime means that any hours an employee works, if they’re working for the seventh day in a row, will receive the modifier you set.

That completes the Setup Wizard, click Continue to start using Citadel!

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