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How to Create and Assign Tasks for Employees
How to Create and Assign Tasks for Employees

Tasks can help you organize your payroll and other expenses.

Gina Schrandt avatar
Written by Gina Schrandt
Updated over a week ago

To help organize your payroll and other expenses, you can allocate your employees to tasks in conjunction with cost-center levels, jobs, and other categories (such as locations, positions, and pay groups) in Fingercheck.


Create a Task

  1. Sign in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Company > Tasks.

  3. Click Add.

  4. Complete the fields, which are listed below.

  5. Click Save.

Field

Description

Code

An abbreviated name for the task.

In combination with the Description field, this makes up the full name of the task as displayed in other areas of Fingercheck.

Description

A short, descriptive name for the task.

Rate

The flat rate to give all employees doing this task (for example, $11 per hour).

Do not enter a Rate Code or Earnings Code below if you enter a rate here.

Rate Code

To use a rate code, select a code from the drop-down list.

Earning Code

To assign a specific earning code for the job, select an earning code.

For more information, see How to Set up Earning Codes.

Earning Type

Leave this field empty or select a specific type to classify those hours (for example, Worked).

Workers Comp Code

Select a workers comp code for this task.

Cost Group

Leave this field empty for future use.

In Active

Select this checkbox to make the task inactive (no longer in use).

Add To Punch if Default

Select this checkbox if you have an employee automatically assigned to this job and you want all these punches to be allocated to this job only. For example, if an employee does not select a job when punching in, use this job as the default.

Billable

Select this checkbox if you want this job to be billable. This is related to your general ledger.


Add the Task to an Employee’s Profile

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab.

  3. Select an employee from the list.

  4. Click Position & Rates.

  5. Click the Edit (pencil) icon in the Details section.

  6. Select a Task.

  7. Click Save.


Watch a short video to learn how to create and add tasks to an employee's profile.

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