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You set up the details of an employee in the main area of employee management. You set up , including assigning the name of their Team Xpress account in the Accounts section. And you select what the employee can do in Team Xpress by assigning them to a Security group in the Settings section.
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You have two ways to configure the security groups. 1.
In the employee profile, click the gear icon next to the name of the security group.
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Click the gear icon at the left of the screen to go to the Settings area of Schedule Xpress. Then go to Employee, and then Security Groups. (You need administrative access to see the Settings icon.)
One or more security groups will be shown. The default group is always present. That is the group that employees will be added to unless you override it in their employee record.
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Records access | The customers, sites, etc that the employee has access to |
Shifts options | Task options, and the shift details that are shown |
Modules access | The major functionality that is available in Team Xpress |
e-Clock featuresAdvanced Check In/Out Options | Actions and settings related to the check-in, -out, and other ‘sliders’ |
Group members | The list of employees who use this particular security group |
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Time cards allow the employee to see a list of the shifts that they have Worked (fully checked in and out of) as well as the total hours for the week.
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Advanced Check In/Out Options
This section configures whether the employee is permitted to check-in and out of shifts, as well as whether the employee can check in even when they are not on the schedule. It controls timing parameters such as how early and late the employee can check in and out relative to the shift’s scheduled times, and rounding of the in and out times. This section also controls whether the employee can record safety checks and breaks<screenshot?>.
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Allow check-in to unscheduled shifts. The employees will be able to check in even if they do not have a shift on the schedule, if they fail the geofencing validation, or if they try to check in outside the time parameters described in the Check-in Early/Late settings.
Allow check-in to multiple shifts simultaneously. The employees will be able to check in even if they already have a shift in progress. Normally an employee can be checked into only one shift at a time.
Ignore yesterday. Allow check-in or check-out only of a shift of the same date. Normally this option is not used.
Enable check-out time limits. Allow employees to check out only within the time parameters described in the Check-out Early/Late settings.
Check-in settings for scheduled shifts. The employee may check-in only within the specified amounts of time before and after the scheduled start time. When checking-in, the check-in time will be recorded as the shift scheduled time, or as the actual time of the check-in, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-out settings for scheduled shifts. The employee may check-out only within the amounts of time before and after the scheduled end time, if Enable check-out time limits is enabled. When checking-out, the check-out time will be recorded as the shift scheduled end time, or as the actual time of the check-out, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-in settings for unscheduled shifts. The check-in will be recorded as the actual time of the check-in, or rounded to the nearest 5, 10, 15 or 30 minutes.
Check-out settings for unscheduled shifts. The check-out will be recorded as the actual time of the check-out, or rounded to the nearest 5, 10, 15 or 30 minutes.
Safety checks
If safety checks are required of the employees, then they must submit a safety check at least as often as the specified time amount of time. Employees may submit safety checks more often if they choose.
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Record Break
If employees are permitted to record meal breaks and rest breaks, they will be recorded as the actual time of the break, or rounded to the nearest 5, 10, 15 or 30 minutes.
Group members
This section displays the employees who are in this security group. To add or remove employees from a group you go to the individual employee records and select a new group.<screenshot>
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FAQ and How-do-I?
Common questions
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