Presented by Courtney Barry

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Presentation transcript:

Presented by Courtney Barry

We have promised to have a Time & Attendance feature in PPX…IT’s HERE!

s

s Quick Recap…

Integration Presented By: Belinda Espitia

PlatinumTime client survey Email survey to Ep Support Execupay will submit to aod Ep will contact licensee Client setup SSO setup Web Clock setup Workflow We will be going over the workflow and what information is needed to get started. We will also be going over the client setup, SSO setup and clock setup.

PlatinumTime Survey Each client setup will need to go through a configuration survey. Each client will need to go through a configuration survey. The survey contains information on the clients O/T rules, lunch rules, payperiods and holiday rules. The survey can be found on the support site in a folder named PlatinumTime or you can email support for a copy.

Email us the survey Email survey to support@execupay.com Subject line PlatinumTime Attach the survey which will contain all data needed for setup: Client Name & Address within Execupay Company number Hardware Shipping Employee Types Overtime Rules Lunch Rules Turnaround time is 2 business days if all information is competed and received . Once the survey is completed you will email it to support@Execupay.com with PlatinumTime in the subject line. The information will contain client data. Which will be the clients name and address within Execupay, company number, hardware shipping information, over time rules and lunch rules. Turnaround time will be 2 business days if all information is completed and received timely.

We will submit to aod for you Execupay will complete the online database setup request using InDEX. Company Information Client Package Clock Order Attaching Client Survey Execupay will complete the online database setup request using InDEX. We will add company Information, Client Package, Clock Order and we will Attach the Client Survey

Working together Execupay and Attendance on Demand will work together to complete database setup. Configure Tested Shipped Execupay and Attendance on Demand will work together to complete database setup. The clock will be configure, tested and shipped.

Once your database is configured we go over the client information with you. Client setup information SSO setup information Web clock setup information Once your database is configured we go over the client information with. We will go over client setup, SSO setup and clock setup.

Client setup is easy Once your database has been configured there are just a few simple steps-- We need to add the connection info, Select ‘”xpress” under web access, add your url and click on refresh list.

SSO Setup Same concept as AOD Manager SSO Add information under employee services The single sign on setup is the same concept as AOD Manager SSO. So you will add the information under employee services

SSO Web clock setup Should you choose to offer your client ESS for their punch method, setup will be the same as with the full version of AoD integration: Custom fields setupy.com Should you choose to offer your client ESS for their punch in and out method then the setup will be the same as the full version of AoD integration. You will need to add the custom fields.

SSO Web clock setup Employee will log in through the Execupay ESS portal to clock in and out. If you will be using the web clock the employee can log in through the Execupay ESS portal to clock in and out.

And the Setup is done! Yes, its that easy Execupay and AOD will work together for you. The setup is easy . The integration is easy. So please come see us at our booth to see if this is the right fit for you. And the Setup is done! Yes, its that easy