Business Settings

Setup and Configuration

• Employee Portal Settings
• Opening Balances
• HMRC Settings
• BACS Settings
• Expense Claims via WorkZone
• Employee Self Setup - Employee Process

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Employee Management

• Managing Employee Tags
• Managing Employee Unavailability
• Timesheet Imports
• How to Export Employee Details from Reckon Hosted
• Timesheets - Entering Breaks
• Managing Leave Requests

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Pensions

• Reporting pension payments with pensionsync
• Pension Scheme Setup

Setting Up Leave

• Examples of how leave is applied based on setup scenarios
• How to Manually Manage RDO/TIL
• Leave - Applying in Advance (Leave Predictions)
• How does the System Behave when Taking Leave
• Deducting Employee Hours when Applying Leave
• Managing leave without pay

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