An employee type is a general classification of worker, such as Driver or Bus Monitor. Employee types are used in Time and Attendance (TAA) to differentiate which workers are able to perform certain jobs, who receives holiday pay (and for which specific entered holiday), who can log in via the TAA Portal, and who can use a mobile data terminal (MDT).
Note: If you're confusing the terms employee type and job type, see An Introduction to Employee Types and Job Types for an explanation.
For details on how to create a new employee type, go to Adding an Employee Type.
To assign workers to an employee type, follow these steps:
- Click
>> Employee Type Management.
The Employee Types screen will appear.
- In the row of the type you need to assign employees to, click
.
The Assign Employees screen will appear.
It will display only employees who currently have the type assigned.
- Select the Show Nonmembers toggle at the top right of the screen.
All the employees in your organization will be listed.
- Scroll down to the first employee you need to assign to this type, or filter the First Name or Last Name column so that only they will be displayed. (See Sorting and Filtering Column Data if needed.)
- Select the check box in the row of the employee. (If you just scrolled to find them, you can select all the check boxes of all the employees to assign.)
- Click
at the top right of the screen.
The Assign Selected Employees to Type dialog box will appear.
The employee type you opened will be selected in the drop-down list.
- If you want to assign the worker(s) to a different employee type, you can click the Employee Type drop-down arrow and select that type.
- Click the Start Date calendar picker and select the date the new employee type should take effect, perhaps backdating it to the first day of the applicable pay period.
- Click Save.
A success message will appear at the top right of the screen.
- If you need to assign more employees to this type, repeat steps 3 through 9.