How do I update an employee’s time off balance to reflect time taken after the pay period has been closed? Can I add time off hours as a reward for an employee?
The Accruals- making accrual adjustments article contains instructions for adding a manual adjustment.
Entering a negative amount will deduct that time from their balance (e.g. for time off that wasn’t recorded before the period was closed) and entering a positive amount will add that time to their balance (e.g. for a bonus accrual award).
Entering a negative amount will deduct that time from their balance (e.g. for time off that wasn’t recorded before the period was closed) and entering a positive amount will add that time to their balance (e.g. for a bonus accrual award).
What do I need to do to stop an employee from accruing time off when they are on a leave of absence?
The Leave of absence article covers the 3 things that need to be considered when an employee is on leave, including how to suspend their accruals. Moving them to a non-accruing group (e.g. “On Leave”, “No Accruals”, etc.) will stop the accruals and they can be moved back to their eligible group when they return from leave.
How do I update an employee’s supervisor assignment in Time and Attendance?
If you are a Workforce Optimization client, the primary supervisor updates will need to be made in Insperity Premier. Please contact your Payroll Specialist if you have any questions about how to make this update.
Secondary supervisors can be made directly in Time and Attendance. Follow the steps in the How do I assign additional supervisors for an employee? article to add additional supervisors to an employee.
For non- Workforce Optimization clients, to update an employee’s supervisor in Time and Attendance follow these steps in Supervisor assignments.
Secondary supervisors can be made directly in Time and Attendance. Follow the steps in the How do I assign additional supervisors for an employee? article to add additional supervisors to an employee.
For non- Workforce Optimization clients, to update an employee’s supervisor in Time and Attendance follow these steps in Supervisor assignments.
How do I give someone rights to be an administrator?
Navigate to Security Setup > User Security
Remove the employee’s current Group Membership.
Add the administrator group to Group Memberships.
Click SAVE
For more information, see Employee security group assignments
Remove the employee’s current Group Membership.
Add the administrator group to Group Memberships.
Click SAVE
For more information, see Employee security group assignments
How do I update our company holidays?
Company holidays can be updated or created in the Holidays module under Company Setup. Follow this guide on Setting up company holidays for detailed instructions.
Why am I not receiving alerts that have been set up for my company?
The most common cause of this is an incorrect or missing email address located in Security Setup > User Security for that user.
Workforce Optimization clients will update the employee’s work email address in Premier in order for it to update in Time and Attendance.
For any other client, updates can be made in User Security directly in Time and Attendance.
Workforce Optimization clients will update the employee’s work email address in Premier in order for it to update in Time and Attendance.
For any other client, updates can be made in User Security directly in Time and Attendance.
Why can I not review or approve time off requests for my employees?
This is most often related to permission levels assigned in Time and Attendance. The user still may have employee-level permissions rather than supervisor-level permissions. See Supervisor assignments for updating assignments.
What do I need to do in Time and Attendance when an employee has a status change?
To change an employee’s pay group due to a change in employment status (e.g., part-time to full-time), follow these steps:
1. Select employee’s name
2. Go to Employee Maintenance > Employee Assignments > Groups and make sure you are on the Pay Group tab
3. Click on the “Add New” button
4. Select the desired pay group from the list
5. The Effective Date will default to the first day of the current pay period
6. Click ‘Save’ at the bottom of the page
If an employee is changing pay periods, please follow these next steps, you can reference this article: I need to change pay periods for my employee. How do I do this?
The accruals can be updated via the Employee Maintenance > Employee Assignments > Groups > Accrual Groups tab. Click the ADD NEW button, select the appropriate accrual group, and click the SAVE button.
This change will take effect as of the first day of the ‘current pay period’ when the change is made and cannot be back- or future-dated.
1. Select employee’s name
2. Go to Employee Maintenance > Employee Assignments > Groups and make sure you are on the Pay Group tab
3. Click on the “Add New” button
4. Select the desired pay group from the list
5. The Effective Date will default to the first day of the current pay period
6. Click ‘Save’ at the bottom of the page
If an employee is changing pay periods, please follow these next steps, you can reference this article: I need to change pay periods for my employee. How do I do this?
The accruals can be updated via the Employee Maintenance > Employee Assignments > Groups > Accrual Groups tab. Click the ADD NEW button, select the appropriate accrual group, and click the SAVE button.
This change will take effect as of the first day of the ‘current pay period’ when the change is made and cannot be back- or future-dated.
How do I close the pay period when there are open requests?
In order to close a pay period, all open requests must be addressed. Please see the article Managing employee requests to locate open requests for an employee.
How do I cancel an open employee request?
If a request has not yet been answered, the employee can withdraw the request. If a request has been approved but the time off is no longer needed, the employee can submit a cancellation request or the supervisor or administrator can remove the time off from the employee’s timesheet manually. The steps for each of these are outlined in the Managing employee requests article.
How do I reset employee passwords for Time and Attendance?
If the employee is accessing Time and Attendance through Premier, then reach out to the Insperity Contact Center at 866-715-3552 for assistance.
For employees accessing Time and Attendance through a direct URL, then passwords can be reset for employees through Security Setup > User Security. Click on the ‘reset this user’s password’ link and enter the new password in the pop-up window that appears. Click SAVE.
Note: If your company doesn’t use Single Sign On, change the field “Force user to change password at next login:” to Yes
Supervisors can often also reset passwords for their direct reports via the Account > Account Maintenance > Supervisee Passwords tab.
They can select the employee from the Select Employee drop-down menu, check the Change Password? box, and then enter the new password in the New Password and Confirm Password fields. Click SAVE.
For employees accessing Time and Attendance through a direct URL, then passwords can be reset for employees through Security Setup > User Security. Click on the ‘reset this user’s password’ link and enter the new password in the pop-up window that appears. Click SAVE.
Note: If your company doesn’t use Single Sign On, change the field “Force user to change password at next login:” to Yes
Supervisors can often also reset passwords for their direct reports via the Account > Account Maintenance > Supervisee Passwords tab.
They can select the employee from the Select Employee drop-down menu, check the Change Password? box, and then enter the new password in the New Password and Confirm Password fields. Click SAVE.