Getting Started with Employee Management

AccuArk's Employee Management module gives you everything you need to manage your workforce from a single application. This guide walks you through what's available and the best order to set things up.

Feature Overview

Employee Management in AccuArk covers the full employee lifecycle:

• Employee Profiles ÔÇö Store personal details, employment information, compensation, and emergency contacts in one place
• Time Clock & Attendance ÔÇö Employees clock in and out with a secure PIN; managers review and approve timecards
• Scheduling ÔÇö Build weekly schedules, assign shifts by location, and let employees view their upcoming hours
• Salary & Payroll ÔÇö Create salary records with line items for base pay, overtime, commissions, benefits, and deductions
• Benefits & Deductions ÔÇö Define benefit and deduction types, then assign them to individual employees with custom amounts
• Time Off Management ÔÇö Configure accrual policies, let employees submit requests, and route approvals to the right manager
• Self-Service ÔÇö Employees can view their own profile, update personal information, check schedules, and submit time-off requests through Program > My Profile
• Emergency Contacts ÔÇö Each employee record supports multiple emergency contacts with name, phone, and relationship
• Departments & Positions ÔÇö Organize your team by department and job title for cleaner reporting and scheduling
• Multi-Location Access ÔÇö Grant employees access to one or more locations, controlling where they can clock in and work
• Audit Trail ÔÇö Every change to employee records, timecards, and salary is logged with timestamps and the user who made the change

Recommended Setup Order

Follow these ten steps for the smoothest experience:

1. Locations ÔÇö Create your business locations under Settings > Locations before anything else
2. Departments ÔÇö Add departments (e.g., Sales, Warehouse) under Employees > Departments
3. Positions ÔÇö Define job titles under Employees > Positions
4. Roles & Permissions ÔÇö Review the five built-in roles (Super Admin, Location Admin, Manager, Employee, Accountant) and understand what each allows
5. Add Employees ÔÇö Create employee profiles under Employees > Add New
6. Time Clock Settings ÔÇö Enable time clock and configure rounding rules under Settings > Time Clock
7. Benefit & Deduction Types ÔÇö Set up recurring types (health insurance, 401k, garnishments) under Employees > Benefits and Employees > Deductions
8. Time Off Policies ÔÇö Create accrual policies under Employees > Time Off > Policies
9. Assign Benefits & Deductions ÔÇö Open each employee's profile and attach the appropriate benefit and deduction types with amounts
10. Build Schedules ÔÇö Create your first weekly schedule under Employees > Schedules

Quick-Start Checklist

If you need to get an employee into the system fast, the minimum required fields are:

• First name and last name
• Email address
• Username and temporary password
• Role (e.g., Employee)
• Default location assignment

You can always come back and fill in department, position, compensation, benefits, and other details later. AccuArk is designed to let you start simple and build out over time.