An employee type is a general classification of worker, such as Driver or Bus Monitor, whereas a job type is a specific task that an employee is assigned to perform. When clocking in, workers can select only the job types belonging to their assigned employee types. This can help differentiate pay based on the job being accomplished.


Note: If you're confusing the terms employee type and job type, see An Introduction to Employee Types and Job Types for a more detailed explanation.


To assign job types to an employee type, follow these steps:


  1. Click  >> Employee Type Management.
     
    The Employee Types screen will appear.
      
  2. In the row of the employee type you need to assign job types to, click .
     
    The Job Types for Employee Type screen will appear.
    Note: The grid columns and top-right options you have will depend on your Time and Attendance (TAA) settings. The contract settings will appear only if you have contract time set up; the mobile app data will be displayed only if you are allowing employees to clock in via a smart device.
     
    It will display the job types that have been enabled on the TAA System Administration >> Job Types screen.
    Note: If you need to assign a job type that doesn't appear here, go the Job Types screen and make sure that it is enabled first. (See Editing a Job Type if needed.)
  3. In the rows of all the job types you want to be available as a clock-in option for the specified employee type, select the Allowed check box.
     
  4. If workers with this employee type are able to clock in via the TAA Portal, select Portal in the row of each job type you want to have available as an option for them.
     
  5. If you have selected Portal job types, you can specify which one will be the default one the employees clock in with by selecting Default Portal Job in its row.
    Note: Of course, only one of these can be chosen. If a default job type was already designated and you select a different one, the check mark will be removed from the other job.
  6. In the rows of all the job types you want to be available as a clock-in option on your mobile data terminals (MDTs) for the specified employee type, select the Tablet check box.
     
  7. In the rows of all the job types you want to be available as a clock-in option on smart devices for the specified employee type, select the Mobile App check box.
    Note: The Mobile Restriction column will have values (other than None) only if you have limited where employees can clock in via their mobile devices by location. (You set the location by clicking  at the far left of the job type's row.)
  8. In the rows of all the job types you want to have counted for contract time, select the Contract check box.
     
  9. If you have contract time set up, at the top right of the screen, you can click the Default Over Contract Job Type and select the automatic job type to use if an employee is over their contracted time.
     
  10. If you have contract time set up, at the top right of the screen, you can click the Default Over Time Job Type and select the automatic job type to use if an employee is into overtime pay.
     
  11. Click  at the top right of the screen.
     
    A success message will appear at the top right of the screen.