Setting up the Company file

The Company file contains default processing options that affect the entire company. The instructions that follow tell you how to set up your company.

Warning: The Company Setup screen has critical information; if you change it, you could compromise the functionality of your system. You should never change masks once you have set them and employees have made labor entries. You can, however, change the delimiter at any time.

To set defaults for your company

1. From the JAMIS Administration home page > Setup tab, under Application Setup, click Company setup. Or, from the top of any JAMIS Administration screen, click Application Setup > Company Setup. The Company Setup screen appears.

2. Click the Main tab.

3. Enter your Company Name as you want it to appear on screens in JAMIS e-timecard.

4. Enter your Report Name as you want it to appear on reports.

5. Click the Use e-timecard check box to implement this module. You must check this box for users to have access to e-timecard on the web.

6. Click the Use e-xpense check box to implement this module. You must check this box for users to have access to e-xpense on the web.

7. Click the Audit Employees check box to set up e-timecard to create audit records whenever you change any fields in the employee record. Find out how to view the audit records.

8. Select the Mask Delimiter that e-timecard uses to separate the segments in your job numbers, employee IDs, etc. Normally, you set this to: -

9. Enter the Vendor Mask. If you are not using the e-xpense module and are not using vendor numbers, you are still required to make an entry. A value of A1 or N1 will suffice to let you save the file.

10. Enter the Employee ID Mask. This setting depends on whether your employee IDs are all numeric or alphanumeric. If you are integrated with JAMIS, then you must enter either A9 or N9.

11. Set the Job Mask to match the format of your company job numbers. For example, A2N5 would give a job number format of XX-NNNNN, where X = alphanumeric characters and N = numbers. If your configuration is integrated with JAMIS, then your setting here must match the job number format in JAMIS.
    
    Hint: If you do not want to impose a specific format on jobs, enter Ann, where "nn" equals a number. Example: A24. This allows employees to manually enter the following special characters: period (.), dash (-), underscore ( _ ), forward slash (/), and backward slash (\).

12. If you are using work orders for entry purposes in e-timecard, enter the Work Order Mask. If you are not using work orders, you are still required to make an entry. A value of A1 or N1 will suffice to save the file.
    
    Hint: If you are not using work orders, set e-timecard Initialization so that the work order field is not required for entry.

13. Enter an Unallowable Labor Category that the program uses when employees are not mapped to contract labor categories, or when you do not want to validate labor categories. On the Parameter Setup screen, you indicate whether e-timecard uses the unallowable labor category that you enter here.

14. Click the Zero Fill Cost Element check box if you want the program to import the cost element field from a third-party product with leading zeroes.

15. In the Password Expiration Days field, enter the number of days after which a user’s password expires. You can set the expiration from 1 to 999 days.

16. In the Password Warning Days field, enter the number of days to give users, at logon, a message to alert them that their password will expire in ”r;X” number of days. You can set the warning from 1 to 99 days.

17. Click Save.