This section contains topics relating to employees, timesheets, HR related tasks and payroll processing.

Using the Geo Time Tracker™ App

By |2021-07-16T14:51:48-05:00November 15th, 2019|

Thank you for making the choice to invest in our application. This applications' main purpose is to perform timesheet tasks, such as clocking in and out, without the requirement of having an internet connection. The app is a great alternative to using Aptora Mobile II when you do not need all of the features found

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Employees

By |2021-07-21T14:43:16-05:00August 12th, 2019|

Introduction This topic will cover setting up, adding, editing, deleting, and making an Employee inactive.  Note: Payroll Items will be discussed in its own help topic (see payroll items). Form Access From the main menu, click Employees | Employee List or  From the toolbar, click the Employee button. Usage Use this form to set up

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Employee Efficiency – Assign Hours

By |2021-07-21T14:23:08-05:00July 26th, 2019|

Introduction Alongside the Employee Efficiency report, the Assign Hours form is used as part of Total Office Manager's Employee Efficiency tracking feature. Form Access From an Invoice or Sale, click Menu | Assign Hours From the Invoice/Sale/Credit/Estimate List, select an Invoice or Sale and click Actions (or right-click) | Assign  Hours Field & Button Definitions

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Worker’s Compensation

By |2021-07-19T08:50:07-05:00July 26th, 2019|

Introduction Total Office Manager offers a Worker’s Compensation Tracking feature. This feature allows you to assign a Worker’s Compensation Code to your Employees’ timesheets to track those wages by earning item or Employee. To use this feature, you will need to enable the Preference under the Payroll options in the main preferences section.  Once enabled, you

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Employee Type

By |2021-07-21T14:41:50-05:00July 26th, 2019|

Introduction This topic will cover setting up, editing, deleting, and inactivating employee types. Usage Use this form to create a list of employee types as they relate to payroll. Some examples of employee types include full-time, part-time, temporary, etc. Form Access From the main menu, click Employee | Lists | Employee Types List Field Definitions

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Employee List

By |2021-07-21T14:25:26-05:00July 26th, 2019|

Introduction The Employee List is used to manage company employee records. Form Access From the main menu, click Employees | Employee List, or From the toolbar, click the Employee button. Usage Perhaps the easiest way of using the commands available in this list is through it's right click menu.  The right click menu is identical

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New Employee Setup

By |2021-07-24T04:46:58-05:00July 26th, 2019|

Introduction Enter new employees into the system using the New Employee form.  All employee information necessary for a Human Resource department and more can be stored in an employee record: Each employee record has a Skills tab used to track the work order types to which the employee is qualified to be assigned.  It can

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General Overview of Setting Up Payroll

By |2021-07-21T16:20:24-05:00July 26th, 2019|

Introduction This is a very basic topic designed to give you a quick idea of how you go about setting up payroll in Total Office Manager. After you read this section you may then go deeper into this guide for specific details how to do the things mentioned here. The best way to learn about

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Payroll – Time Off Tab

By |2021-07-26T15:34:39-05:00July 26th, 2019|

Introduction Use Time Off Types to track the various reasons employees receive time off. This may include vacation, personal time, sick days, etc. Most of the fields that we discuss here have already been filled in because you have already entered this information when you set up the individual time off item. Form Access From the

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Payroll – Pay Period

By |2021-07-26T15:41:08-05:00July 26th, 2019|

Introduction The pay period list and edit window help Total Office Manager determine the number of pay periods per calendar year. Unless you have a very good reason to change these, please do not edit them. Form Access From the main menu, click Employee | Lists | Pay Frequency List Step-By-Step Open the Pay Period

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