Step 1 - Add Employees
Required fields are Employee Number, First Name, and Last Name. The Employee Number should be the employee id in your payroll software system (Datatech, Famous, etc.) You can add an initial wage for each employee. If none is added the default is minimum wage. Optionally, you can import your employee list from your payroll software.
Helpful links: Add a new employee , Import employees
Step 2 - Add Crews & Crew Members
Crews are used for scheduling and timekeeping. Crew rosters can be managed in either the Pago web app or the Pago Timekeeper mobile app. Optionally, you can import crews and crew rosters from your payroll software.
Helpful link: Add a new crew
Step 3 - Add Customers How to create customers
Customers represent the entity for which you provide labor services. For farm labor contractors, this would be your list of customers. If customers have their own Pago account, they can be linked to your account in Pago, which will give them visibility of the timesheet data when you work for them. If you add non-linked customers, you will have visibility of timesheet data, but non-linked customers won't.
Step 4 - Add Customer Locations How to add customer locations
Locations can represent ranches, fields, crops or other locations data where work is performed. Each location has a commodity associated with it, which helps set the appropriate type of work and workers compensation codes. Optionally, you can import a location list for each of your customers.
NOTE: Employees, Crews, Crew Members, and Locations can all be manually entered or imported from a CSV file. If you want to import data into Pago, contact Pago Support and request a copy of the Pago Import File Guidelines document.
Step 5 - Add Customer Contracts How to create contracts
Contracts allow you to set up the jobs that appear on timesheets and the compensation for the jobs.
Step 5a - Add Crews to the Contract How to create contracts
Step 5b - Add Customer Locations to the Contract How to create contracts
Step 5c - Add Commodities and Products How to create contracts
Products are production items that you count while timekeeping. For cultural work, it could be something like "Trees". For harvest work, it's usually the product codes specified by the grower.
Step 5d - Add Jobs to the Contract How to create contracts
Jobs will be available for workers to clock into. Each job can have its own compensation (Hourly, Piece Rate, Hourly + Piece Rate). Pay rates can be the employee's rate, minimum wage, minimum wage plus an adjustment, or a flat amount. Other compensation can be set for each job..
Step 6 - Create a Work Assignment How to create work assignment
A work assignment schedules a crew to work on one day and at one customer location. You can select which jobs show up in the timesheet for work assignments. If you are tracking production, you can enable products on each work assignment. Work assignments go through a workflow that makes them visible and invisible on mobile devices.
Step 7 - Use the Pago Timekeeper Mobile App to Assign Badges how to link badges
A Pago badge should be given to each employee. Using the Pago Timekeeper mobile app, the mobile user can scan and link badges to each employee.
Step 8 - Use the Pago Timekeeper Mobile App to Record Time and Production
Once work assignments are created and Pago badges are assigned to employees, you are ready to start using the Pago Timekeeper mobile app to clock in employees, track their time for the day, and optionally track production.
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