Month-end and the time clock terminal

At month end, the recorded times become the figures payroll uses. A tablet at the entrance can serve as a time clock for people without a computer.

Close the month

1. Each person opens My week and presses Confirm for the month. This says that the times are correct.
2. Open Team and approve what is still under For approval.
3. In Month-end closing press Close month for one person, or Close all. Open entries count as approved and the figures go to payroll.
4. Open Reports and export the month as Payroll export (CSV), Payroll export (Excel), bexio template or Abacus template. For the templates, enter your own wage type numbers in Settings.

Closing needs its own right, Close the month (payroll). A supervisor with the right to approve cannot close. After closing, a change needs a reason and appears in the history as changed after month-end.

Time clock terminal

1. Open Settings → Set up terminal. IDup shows a terminal address once.
2. Open that address on the tablet and save it as a bookmark.
3. Each person sets a PIN of 4 to 8 digits under My time, or shows their QR badge. After 5 wrong PINs, the PIN is locked for 15 minutes.

Creating a new terminal address makes the old one stop working. A new QR badge makes the old one invalid at once.