Employee Data Topics

Getting Started with Employee Data

Overview: Employee Data & Payroll Overview covers adding a new employee and maintaining all staff related information including hire dates, schedules, time cards, benefit hours and immunization records.

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Employee Data

How to Setup Employee Schedules

Learn to set up a schedule for each employee then you’ll be ready to factor in planned absences like vacation.

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How to Record Employee Absences

Record days a staff member will be away and track benefit hours they have earned and used.

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What is Required for an Employee to Check In

What is required and recommended to setup for an employee to check in.

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How to Record Time Off Without Pay

Instruction on how to record unpaid days off for employees.
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How to Hide an Employee

It’s easy to mark an employee as “hidden” or change them to be visible again. Although you may hide an employee for any reason most often it is because they are no longer employed.
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How to Limit an Employee from Checking In Outside Their Scheduled Hours

This is referred to as the “Schedule Adherence” or “Restrict to Schedule” feature. If an employee attempts to check in before their schedule start time or after their scheduled end time, they’ll get a message stating they are not authorized to do so.
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How to Zero Out Benefit Hours so They Don’t Carry to the Next Year

It’s easy to mark an employee as “hidden” or change them to be visible again. Although you may hide an employee for any reason most often it is because they are no longer employed.
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Intro to Employee Data

Learn the basics of how to set up and use the Employee Data module including employee information, time cards, vacations, sick time and holiday pay.

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How to Add Relationships and Emergency Contacts to Employees

On the employee Information & Relationships screen you’ll assign a Primary Work Area and Primary School Location (where they work). You may also add people who are connected to the employee including their spouse, children and any other emergency contacts.

Contents:

  • Assign a Work Area and link people to the employee

View the ‘Employee Information and Relationships’ Article

How to Setup Benefit Codes Such as Vacation, Sick and Holiday

Select items which are benefits from your list of Pay Codes such as vacation, sick, holiday, etc. Benefit codes are used to help you Track Benefit Hours for each employee..

Contents:

  • How to setup benefit codes
  • Instructional videos

View the ‘Benefit Codes’ Article

How to Setup Pay Periods

Contents:

  • How to setup benefit codes

View the ‘How do I set up pay periods’ Article

How to Setup Pay Codes

Pay Codes are used to describe the type of work a person does or position they hold like director, assistant director, head teacher, assistant teacher, etc. You’ll also include benefit categories like vacation, sick, unpaid absence, training and so forth.

Contents:

  • How to setup pay codes

View the ‘Pay Codes’ Article

How to Run Employee Data Reports

This article contains a brief description of the various types of reports available for Procare Employee Data.

Contents:

  • Detail on the various employee reports

View the ‘Employee Data Reports’ Article

How to Setup Employee Schedules

Learn to set up a schedule for each employee then you’ll be ready to factor in planned absences like vacation.

Contents:

  • How to assign schedules to employees
  • How to review schedules

View the ‘Employee Schedule’ Article

How to Record Employee Absences

Record days a staff member will be away and track benefit hours they have earned and used.

Contents:

  • How to record planned absences
  • How to track earned benefits
  • How to record used benefits
  • How to print benefit reports
  • Instructional videos

View the ‘Employee Vacations & Benefits’ Article

How to Look Up Employees

Once your basic employee information has been entered you’ll want to know how to look up or search for a particular person.

Contents:

  • How to look up or search for an employee
  • Instructional videos

View the ‘Look Up or Search for Employee’ Article

How to Delete an Employee

This article explains when and how to remove (delete) an employee. Removing an employee is a serious step and should only be done in certain situations.

Contents:

  • When to remove an employee
  • How to remove an employee

View the ‘Remove / Delete Employee’ Article

What is Required for an Employee to Check In

What is required and recommended to setup for an employee to check in.

Contents:

  • How to apply the required settings
  • How to apply the recommended settings

View the ‘What is required for an employee to check in’ Article

How to Set Employee Time Card Rounding

This option may be set at either the regional level (to affect all schools in the region) or the school level (to affect one particular location). You must be a member of the System Supervisor User Group to change the options.

Contents:

  • How to set time card rounding

View the ‘How do I set Employee Time Card Rounding’ Article

How to Limit an Employee from Checking In Outside Their Scheduled Hours

This is referred to as the “Schedule Adherence” or “Restrict to Schedule” feature. If an employee attempts to check in before their schedule start time or after their scheduled end time, they’ll get a message stating they are not authorized to do so.

Contents:

  • Instructional videos

View the ‘May I limit employee check in to their scheduled hours’ Article

Check-In Displays "You don't have any children enrolled"

How to correct the “You don’t have any children enrolled at this school” error

View the ‘Check-In displays “you don’t have any children enrolled at this school’ Article

How to Record Time Off Without Pay

Instruction on how to record unpaid days off for employees.

Contents:

  • Instructional videos

View the ‘How do I record time off without pay’ Article

How to Zero Out Benefit Hours so They Don't Carry to the Next Year

If you have a “use it or lose it” policy regarding benefit hours like vacation or sick time you may wish to zero out any unused hours that expire at the end of the year.

View the ‘How do I zero out benefit hours so they do not carry forward from one year to the next’ Article

How to Hide an Employee

It’s easy to mark an employee as “hidden” or change them to be visible again. Although you may hide an employee for any reason most often it is because they are no longer employed.

View the ‘How do I make an employee “hidden” or un-hide them’ Article

Need Some Training?

Schedule some time with a Procare Training Specialist.

Procare User Support

Need Some Training?

Schedule some time with a Procare Training Specialist.

Procare User Support

Need Some Training?

Schedule some time with a Procare Training Specialist.

Procare User Support

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