❏ Update roles/users in Security Administration to allow WorkJournal permissions. You can add permissions to an existing role or create a new role.

1. Set EmployeePortal WorkJournal options.

   
   Personnel > Tables > WorkJournal > Options

   Set up the following WorkJournal options to determine how employees enter their time based on the work week, time conversion table, and pay type when creating WorkJournal entries in EmployeePortal.

   

   Field	Description
   Work Week Start Day	Click to select the beginning day of the work week. This day determines the day that the employee can select in the Work Week Start Date field in EmployeePortal. For example, if the selected day is Tuesday, then the employee can only select Tuesday dates when entering WorkJournal entries in EmployeePortal. • Sunday • Monday • Tuesday • Wednesday • Thursday • Friday • Saturday This day cannot be changed if there is at least one employee record in the employee WorkJournal time table.
   Work Entry Cutoff Days	Type the number of cutoff days the employee has to enter a timesheet entry. Valid values are 0-30.
   Reminder Days	Type the number of days before the cutoff day that an automated email message will be sent to employees as a reminder that they have yet to submit their timesheet entries. Valid values are 0-9.

   ❏ Under Enable WorkJournal Time for Pay Types:
   

   Pay Type 2 Non-contracted Employee	Select to enable WorkJournal time tables for pay type 2 (non-contracted) employees.
   Pay Type 3 Hourly Employee	Select to enable WorkJournal time tables for pay type 3 (hourly) employees.

   ❏ Under Time Conversion:

   Frequency	Click to select the pay frequency for which you want to set up a time conversion table. Depending on the selected pay frequency, the corresponding time conversion table is displayed. This field is read only if your LEA only uses one pay frequency to pay employees. Pay frequencies are set up on the District Administration > Tables > District Information > Payroll Frequencies tab.

   ❏ Click +Add to add a row.

   Up to Minute	Type the number of minutes to represent a specific percentage of the day. Valid values are 1-60.
   Percent of Hour	Type the percent of day to represent a specific number of minutes. Valid values are 1-100%.

   ❏ Click Save.

2. Set WorkJournal options for extra duty codes.

   
   Personnel > Tables > Salaries > Extra Duty

   Select the following to identify which extra duties will use standard overtime rates and be displayed for WorkJournal in EmployeePortal.

   

   Use for ST OT	Select to indicate that the extra duty code will use the standard overtime rate in WorkJournal. This field is only enabled for S-type extra duty codes and can only be selected for one S-type extra duty code.
   Display in WJ	Select to display the extra duty code in WorkJournal. This field is only enabled for G-type and S-type extra duty codes.

   ❏ Click Save.

3. Set WorkJournal options for (CYR/NYR) job codes.

   
   Personnel > Tables > Job/Contract > Job Codes

   Use the following options to identify how employees with certain job codes enter their time and how their time is calculated for WorkJournal entries in EmployeePortal.

   

   Time Option	Click to select the time option to be used for WorkJournal in EmployeePortal. • A Attendance Only - Select to allow the job code to be used in WorkJournal for attendance purposes only. Pay information will not be transferred to Payroll when the Import WorkJournal Requests utility is processed. • C Clock Time - Select to allow the job code to be used in WorkJournal for timesheet entries. Pay information will be transferred to Payroll when the Import WorkJournal Requests utility is processed. • N None - Select to exclude the job code from WorkJournal. If selected, employees will not be able to submit entries to the job code in EmployeePortal. This field must be set to A or C to allow the job code to accept WorkJournal entries EmployeePortal.
   Pay Type 2 Dock	Select to allow docks to be created for pay type 2 employees. For example, if this field is selected and a pay type 2 employee has 37 in the Wkly Hrs Sched field on the Payroll > Maintenance > Staff Job/Pay data > Job Info tab and only submits 35 hours in WorkJournal, the employee will be docked two hours. The system will account for any submitted leave requests.
   Auto Lunch	Indicate the amount of time (in minutes) for the employee's lunch period. If an employee creates a timesheet entry in WorkJournal for more than five hours for a job code with an auto lunch, that amount of time is automatically deducted from their total time for the selected job code on that work day. Valid values are 1-60.

   ❏ Click Save.

1. Verify contract begin and end dates. {page>general:epwj_verifycontractdates&inline}}

1. Set up district EP options.

   
   Payroll > Tables > District EP Options > EmployeePortal Options

   Set up the following EP options to allow employees to view the WorkJournal menu in EmployeePortal.

   

   ❏ Under Enable, select WorkJournal to enable the WorkJournal request feature in EmployeePortal.

   ❏ Under Messages, select WorkJournal to enable employees to view a preset message on the WorkJournal page in EmployeePortal.

   • Type the applicable message in the text box.
   • The message is displayed in red at the top of the WorkJournal page in EmployeePortal after the record is saved.

   
   ❏ Click Save.