The Pay Types desktop is where pay type information is configured in OnTarget. Pay types define and control the way that employees or contractors get paid through OnTarget. With pay types, the parameters for tax handling, any overtime calculations, interaction with timesheets, pay rates, and any linking with wages expense and general ledger are defined….
How to Add Pay Disbursements
The Pay Disbursements desktop is where pay disbursement information is configured in OnTarget for the purpose of processing payroll. These configurations ultimately control the method by which employees or contractors get paid through OnTarget. Here, institution accounts are selected, method of disbursement is established (either by check or direct deposit), and the account type is…
How to Add Payroll Deductions
The Pay Deductions desktop is where deductions to be withheld from paychecks are configured in OnTarget. These configurations ultimately control the miscellaneous deductions for employees, taxation (if any), method of calculation, and applicable employment statuses. In order to add a pay deduction, click on Add Pay Deduction. This opens the pay deduction configuration window. …
Webforms Training: Employee Supervision
This Webforms training video focuses on employee supervision forms. This video outlines the steps for creating and editing webform templates, webform entities, supervision types, and adding employee supervision webforms to employee records.
How to Manage Data in the Certifications Tab
Employee certification information should be managed under the Certifications tab. Validation rules work in conjunction with this section to alert users when certifications are either incomplete or expired. The Validation rule is managed in the Validations tab under the Configure Roles screen in security. To add a certification, click on the "+ Add" button….
How to Manage Data in the Roster Tab
The Roster tab of the employee record is used to link client(s) with an employee for service delivery. There are some key functions to the roster. First, it is a point of control for restricting the clients that an employee has access to. In the OTC Global Permissions section of Desktop Security, there is…
How to Manage Data in the Pay Types Tab
Pay type information should be entered under this tab. Pay Types are required for entering billable and/or non-billable time on timesheets. Non-billable time may also be entered in schedules using pay types. To add a pay type to an employee record, click on the "+ Add" button. (To make edits to an existing…
How to Search for Employees, Save Frequent Searches/Views, and Report upon Employee Info
The employee search grid is where users can search for particular employees using filters to restrict the search results. The various filters that can be used to restrict the employee search grid are explained below. "Clear Filters" is used to reset all filters. Alternate method: X out of each field individually. "Name"…