Agile Express Supported Configuration

Implementation Methodology:

The Synerion team will provide a guided setup which walks the customer through an implementation wizard to configure the system. The Synerion team will also help the customer to ensure employees are properly entered into the system, and the system is capturing time correctly. Once the configuration is complete, the customer is in “parallel” and Synerion support will help them to ensure the system is properly exporting data to the payroll system. The Express model relies on Synerion’s 30 + years in the industry to recommend a best practices approach to configuration. Training is based on a combination of videos on key aspects of the system and built-in help which takes the customer step by step through common actions.  Remote instructor led training is available at extra cost.

System Features

Available Express system features

Synerion Agile Express is available as a cloud offering through a Software as a Service (SaaS) commercial model. The customer is billed monthly according to their usage (for more details refer to the SaaS Billing FAQ document). The following system features are available with the express model:

• Time and Attendance

• Scheduling  

• Employee Self Service

• Absence Requests

• Web Punch

• Weekly Timesheets

• Accruals

• Web Service Integration

• Payroll export to a supported system (see Appendix A)

Time Collection

• IN and OUT punches can be used with all punching terminals, including web punch

• Breaks and lunches can be punched using IN and OUT punches

• Timesheets supports duration based reporting

Pay Periods

The following pay period types are available through the system:

• Weekly

• Bi-weekly

• Semi-Monthly

• Monthly

Overtime

The system supports several different overtime configurations:

• Daily Overtime

• Weekly Overtime

• Bi-weekly Overtime

Work Rules

Weekly

• A static shift with worked days and times that repeat each week unless there is a scheduled absence or statutory holiday.

Scheduling (available with scheduling module only)

• Work days, start times, and end times, are all variable and can be set per individual employee. These can repeat, change each week, or be defined as a rotation of multiple weeks.  

Open

• All punched time is paid. No absences or late/early exceptions are generated.  Scheduling absences requires the Scheduling Module.  

Timesheet (requires ESS with timesheets)

• Monday to Friday required days. Employees fill in the duration worked. Time can be tracked against departments and labour levels.  

Notes

• All rules except Timesheets Module can be configured with rounding, and breaks

• All rules can be configured with premiums, daily overtime, and automatic authorizations

• Weekly rules can be setup to pay overtime or double-time on weekends, all other rule types start with regular until the overtime threshold his reached

Rounding

Punch Rounding

• IN and OUT punches can be rounded every 5, 6, 10, 15, 30, or 60 minutes.  

• When used, rounding is active at all times (before, during, and after the shift).

• IN punches can have different rounding values than OUT punches

Break Rounding

• Long breaks can be rounded by duration

• Short breaks are automatically rounded up to the minimum duration of the break

Notes

• Time is calculated using the rounded values

• The original punched values are always available in the system

• Shift rounding is based on individual punches, not shift duration

Breaks

Customers have the ability to configure different lunch and other breaks during the day.

• Breaks are configured with a minimum duration

• If unpaid, the break can be configured to deduct automatically without punching

• If paid, the break will pay up to a specified duration and anything outside is unpaid

• Breaks can be taken in any order, and at any time within the shift

• Breaks can be rounded using the rounding values listed in the rounding section above

• Any number of breaks (lunches, paid breaks, unpaid breaks) can be configured in one rule

Premiums

Premiums are amounts of time (example 8 hours night premium) paid in addition to regular hours worked.

The following types are premiums are supported:  

Shift Premiums

• Shift premiums can be configured to pay on all hours worked during a shift or in a specific zone of time

Manual Premiums

• Premiums can be manually added to an employee’s time card by a supervisor

Accruals

The customer can configure different accrual packages which are combinations of benefits such as:

• Vacation

• Sick

• Banked time

• Others

Notes

• All accruals are calculated in hours  

• Multiple accrual packages can be configured for different types of employees

• Accrual deposit amounts can be configured to change based on number of years with the company

• Accrual periods are based on a fixed calendar date (example Jan 1^st to Dec 31^st)

• Time can be banked at either straight time or time and a half  

• Each bank can be set to empty or carry over (100% of the balance) at the end of the accrual period

Integration

Synerion has built specific web service integrations with some of the largest payroll companies in North America. This integration can automatically pull over employee information from the payroll system in near-real time to provide single onboarding experience for the customer. Department structure is synchronized between the two systems. Jobs and labour costing information are not synchronized.

The supported payroll systems are:

• National Bank – Nethris

• Desjardins – EmployerD

• ADP – Workforce Now

User Roles

User permissions are fixed in the express model. There are three roles: Administrator, Supervisor and Employee (ESS)

Administrator Role Definition

• Has access to all employees

• Can modify employee profile data

• Has access to main functions such as scheduling, time card edits, absence management, and reporting

• Has access to higher security functions such as adjusting system parameters, running payroll export, and resetting passwords

Supervisor Role Definition

• Access can be restricted by department

• Has read-only access to employee profile data

• Has access to main functions such as scheduling, time card edits, absence management, and reporting

Employee Self Service  

The Employee self-service feature covers the functionality described below depending on the customer’s license. Multiple Employee Self-Service “profiles” to expose different features to different employee groups. Employee Self-Service functions can be accessed from any device with a current browser connected to the internet. Employees can be given access to view absences of other employees in their department.

• Web Punch

• The ability to request an absence

• Employee based reports

• The ability for an employee to view their department’s absences in a calendar

• The ability for an employee to view his schedule
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Appendix A – Express Supported Payroll Interfaces

Appendix B – Additional Configuration elements