If you are using Attaché 18 (or later), before you set up Express Leave and Timesheets, ensure that you have completed the steps for Connecting Attaché Express Leave to your Attaché Online organisation.
Company Details are the defaults used when new employees are added to Express Leave and Timesheets.
To set up Company Details:
At Start Timesheets on, select the day of the week your timesheet period starts.
You'll need to set up the Leave Types that employees can select from when entering a leave request.
To create a leave type:
Select Create Leave Type and complete the information required.
Field or group name
|Description||Enter a brief description so employees can easily identify and select the appropriate Leave Type.|
|Income Type Code||Enter the corresponding Income Type code as set up in your desktop payroll company (Setups | Payroll | Income Types | Maintain). For example, the Income Type code for Annual Leave = AL. If you do not enter an income type code, the timesheet transaction will not be imported to your desktop company for pay processing.|
Tip: Leave this field empty for leave types in Express Leave and Timesheets that you do not want to export and process in your desktop company, such as training days, company events.
|Leave Policy Notes||Enter any company leave policies that you wish to display to employees when they request leave, for example: If you are absent for 2 consecutive days, a medical certificate is required.|
|Associated Leave Balance||Select the leave balance that the leave type is linked to in your desktop payroll company. This represents the Income Category in your payroll company.|
|Visible To||Select the users that can view the balance of this leave type. For example, if long service leave balances should only be available to the HR Manager and Administrator, select HR Manager. If you want all employees to view long service leave balances, select Employee (Non-Approver). For more information see User Types in Express Leave and Timesheets.|
The Visible To field (described above) allows you to restrict the types of leave balances that are displayed to your employees.
You'll also need to set up the appropriate Time Types (such as normal time and overtime) for employees to select from when entering an online timesheet.
To create a Time Type:
Select Create Time Type and complete the information required:
Field or group name
|Description||Enter a brief description so employees can easily identify and select the appropriate Time Type.|
|Income Type Code||Enter the corresponding Income Type code as set up in your desktop payroll company (Setups |Payroll | Income Types | Maintain). For example, the Income Type code for Normal Hours is Normal.|
If you do not enter an income type code, the timesheet transaction will not be imported to your desktop company for pay processing. Tip: Leave this field blank for pay elements in Express Leave and Timesheets that you do not want to import and process in your desktop company. For example training days, company events.
|Policy Notes||(Optional) Enter any notes, guidelines or additional information that you want to display to employees, for example:Overtime (time and a half) is only used for hours worked after 6pm.|
(Contact your Attaché consultant or Attaché Software to have Work Days Templates enabled in your Express Leave company.)
By default, Express Leave is set up to manage leave requests for employees who work Monday-Friday. For example, if a leave request is submitted for Friday-Tuesday then Saturday and Sunday will not be counted as leave days because Express Leave factors in weekends as well as public holidays (national and regional, for Australia and New Zealand).
If your organisation employs flexible workers whose shifts may include weekends and public holidays, you can use Work Days Templates to manage leave requests.
Once this feature has been enabled in your Express Leave company, the Templates option is available on the Company Admin menu.
Templates define the days and the number of hours per day each group of employees works. So, if you have both Monday-Friday employees and shift workers, you’ll need to set up a template for each group and assign a template to each employee. If an employee has a variation to their work days or assigned template, you can override the hours for each day, as needed. To show that the standard template has been overridden, the Load hours from Template field then updates to Custom (before the override, this field displayed the name of the template assigned to the employee).
Templates apply to leave requests only, not timesheets.
To create a Template:
Now that you've set up your templates, you'll need to assign a template to each employee.
To assign a template to an employee:
To unassign a template from an employee:
Under Manage Users you can turn timesheets on for selected employees. This ensures that employees who are not required to enter a timesheet cannot do so in error.
To enable timesheets for your employees:
You have now turned timesheets on for the selected employees.