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TimeStar has multiple navigation tools available based on the security assigned to the user. Auser can select from the widgets that appear on the main page, or use the navigation tree onthe left side of the screen. The widgets are linked to frequently used areas of the system. If anicon is clicked, the user will be directed to the page requested. The navigation tree is groupedby category.Insperity TimeStar Supervisor ManualPage 16

Changing a Supervisee’s Password:If supervisors are given access to the permission ‘SUP Change Employee Password’, they maychange the TimeStar password for any of their supervisees.To reset an employee’s password, follow these steps:1.2.3.4.From the TimeStar home page, select the ‘Account’ button.Select ‘Supervisee Passwords’ tab.A drop‐down will display for those employees that have user accounts established.If the user is granted the ability to change usernames, the user name will appear on thisscreen.5. Mark the checkbox to change password.6. Enter new and confirm password for the employee.7. Click the ‘Save’ button.NOTE ‐ This password change will occur for both the Login and Web Punch pages.NOTE ‐ All passwords need to comply with the Password Rules set by the SystemAdministrator.Insperity TimeStar Supervisor ManualPage 17

Searching for an Employee:You may search for an employee using the employee search function. To search for anemployee, click on theicon.To search for an employee, follow these steps:1. Use the drop‐down for Employee’s Last Name (options are: includes, begins with, andends with). Other options available for searching are: Badge Number, EmployeeNumber, SSN, Job Title and Birth Date.2. Enter a few characters of the employee’s last name.3. Select the ‘Search’ button.A listing of potential matches will appear. TimeStar does have phonetic searching technologyenabled for these types of searches.The employee will be listed in the lower portion of the ‘Search Results’ area on the page. Ifmultiple employees are found, they will be listed in alphabetical order.The employee’s name will appear as a link. If the link is clicked, the search window will close andthe user will be returned to the home page with the selected employee’s informationdisplaying.Using Filters:Filters can be used within TimeStar as a means to view a specific set of employees. Forexample, if a user wants to access all employees that are part of a specific pay group, the usercould create a filter.Insperity TimeStar Supervisor ManualPage 18

To create a filter, the user must click theicon that is located in the employee tool bar. Whencreating a filter using the filter option on the employee toolbar, the filter will be savedspecifically for the user who created it.If a filter must be applied to user accounts other than the currently logged in user, selectSecurity Setup – User Security and below the section titled Employee List Filtering, click theicon to create the filter.You must save the filter for the filter to be available for user accounts. The filtering setup is thesame as the filter page accessed via the employee toolbar. Once you have saved the filter,select the filter from the Filter drop‐down and save the user account.Simple Filters:Filters that use the ‘Match All’ or ‘Match Any’ options are called simple filters. Simple filters donot contain comparisons between different criteria.To create a simple filter, click theInsperity TimeStar Supervisor Manualicon from the employee toolbar.Page 19

Filters must contain a name in order to be saved. If a filter is going to be saved, enter the nameof the filter in the ‘Filter Name’ field.For a simple filter choose a filter type of ‘Match ANY’ to display a list of employees that matchany of the criterion selected. A filter type of ‘Match ALL’ will display a list of employees thatmatch the entire criterion selected.Use the first drop‐down menu to select the criteria to be used to filter the employee data. Usethe second drop‐down menu to further limit the value set in the first drop‐down menu.An example of a simple filter is Active Status IS NOT Terminated.Insperity TimeStar Supervisor ManualPage 20

‘IN’ and ‘NOT IN’ are useful for comparisons that involve organization levels or pay groups sothat multiple comparisons do not need to be created.When ‘IN’ or ‘NOT IN’ are selected, the user is presented with more options via an additionalentry screen. A number of items may be selected and by clicking the ‘Apply’ button, thecomparison is created.If the comparison is a ‘NOT IN’ or ‘IN’ statement, thethe list. Comparisons may be deleted by clicking theicon will appear to update the items inicon.Complex Filters:Complex filters give the user very robust filtering capabilities. A user may create a combinationof AND/OR statements as well as combine saved filters to create comparisons.To create a complex filter, select ‘Complex’ from the ‘Filter Type’ drop‐down. Add comparisonsusing the same method used in simple filters.To assign multiple comparisons at once, click theInsperity TimeStar Supervisor ManualPage 21icon between comparisons.

For complex filters, the filter name must be defined before the filter can be applied. The ‘Apply’button will be grayed out until the complex filter is named.Below is an example of three comparisons to be used to create a complex filter. The user islooking for a list of employees that are paid hourly, in any department and work first or secondshift.To further define the comparisons, click and drag thetop of the first.icon of the second comparison to theOnce the filter is named, use the drop‐downs to select comparison values.Insperity TimeStar Supervisor ManualPage 22

If the ‘OR’ drop‐down is set to ‘AND’ then the word ‘EITHER’ will be changed to the word‘BOTH’.Name the first complex filter, then drag the second filter into the first and you will see theresults below. The filter will select employees who are in pay group ‘Hourly’ and not in the list ofdepartments defined on the previous screen.Insperity TimeStar Supervisor ManualPage 23

This filter now applies to employees that are either in the Hourly pay group AND the listeddepartments OR the shifts listed.Filters must be named in order to be saved. Click the ‘Save’ button to save a filter. Clickthe ’Apply’ button to save the filter and apply the filter immediately.Daily Procedures: When selecting any of the Daily Procedures – Data Entry pages, the systemautomatically brings up the first employee in the system, if this is your first timeselecting an employee after logging in to TimeStar . Otherwise, it will display the lastemployee you worked with at any point within the system. To locate an employee, use the employee toolbar on the top of the screen. See theTimeStar Navigation section, for more information on searching for employees. When a date field is selected, a pop‐up calendar will appear. The dates available forselection are determined by the security settings ‘Allowable Range Outside of CurrentPeriod – Forward and Backward’.Insperity TimeStar Supervisor ManualPage 24

By clicking theicon a print preview of the page will display and the user will be ableto print the information displayed in a report format. TimeStar has the ability to allow decimal hours entry, or hours and minutes entry.Contact your Insperity Time & Attendance consultant to update your system to displayhours and minutes format.Data Entry – Dollars:The Dollars page can be utilized to enter dollar amounts within TimeStar . The following fieldsappear on the page:NOTE‐ If your company uses quick reports, click the ‘Reporting’ option and then click ‘DollarsReport’. A new window will display the report.Field NameInsperity TimeStar Supervisor ManualDescriptionPage 25

EffectiveDollaarsPay TypeDeviiceSourrceThe datte that the doollars are effeective.Numbeer of dollars associated witth therecord.Pay typpe that is appplied to the Doollars record.Device Number.Source Code.Select tthis icon to eddit any detaills of theDollars record.Select tthis icon to delete the Dollars record.Select tthis icon to viiew the details of theaudit loog associatedd with the Dollars record.This is oonly availablee if the SystemParameeters – Audit Trail is set too Yes.Adding/Editing/V/Viewing Doollars:To addd Dollars:1.2.3.4.5.Click the ‘AAdd Dollars’ button.bEdit the ‘EEffective Datee’ to reflect thhe day to addd Dollars.Select a doollars pay typpe.Enter the dollardamounnt.Make any additional chhanges and click the ‘Save ’ button.Fieldd NameEffective DateInsperrity TimeStar Supervisor MaanualptionDescripThe datte that the doollars are effeective.Page 26

Pay TypePay type to be applied to the dollars.Number of dollars to grant the employeewith the Dollars record.The device that the Dollars record originatedfrom. When adding a Dollars record inTimeStar , the device number will beTimeStar .The Source Code defaults to a value ofTimeStar .Enter any comment to have associated withthe Dollars record.Use these drop‐downs to override theorganization levels assigned.AmountDevice NumberSource CodeCommentOrganization Level Drop‐downsTo edit Dollars:1.2.3.4.Click theicon to the right of the record to edit.Edit any fields needed.Enter comment.Click ‘Save’.NOTE – Dollars records may also be edited on the main Dollars page without selecting theicon. You may also edit any of the fields that are shown on the main Dollars page and select‘Save’ to apply any changes.To delete Dollars:1. Click theicon to the right of the record to delete.2. You will receive a warning message ‐ to delete, click ‘OK’, or to cancel, click ‘Cancel’.Mileage:Mileage is one of Insperity Time and Attendance’s additional optional modules for purchase.Assigning a Default Vehicle to Employees:To simplify employee’s entry of mileage, you may assign employees to a default vehicle.To assign a default vehicle to an employee, follow these steps:Insperity TimeStar Supervisor ManualPage 27

1.2.3.4.5.Select Employee Maintenance – Employee Assignments – Groups.Select the Vehicle tab.Use the drop‐down under the ‘Add New’ section to select a ‘Vehicle’.Enter an effective date for the assignment.Click the ‘Save’ button.Adding/Editing/Viewing Mileage Information:To add Mileage:Click the ‘Add Mileage’ icon on the Dollars page and the following page will display:Enter required informationo Effective date.o Pay Type – only pay types with the dollar flag set to ‘Yes’ under System Setup –Reference Tables will be listed.o Amount – calculation of the total miles multiplied by the rate – cannot beedited.o Vehicle – if a default vehicle is specified, the vehicle will be selected.o Rate – may be edited if the employee is given the access right to do so.o Begin – will default to one mile after the last entry made.o End – will default to one mile after the last entry made.o Total Miles – difference between begin and end mileage. This field may not beedited if the begin and end mileage fields are enabled.o Comment.o Organization level information may be changed.o Click the ‘Save’ button.Insperity TimeStar Supervisor ManualPage 28

To edit mileage: Click theicon to the right of the record to edit.Edit any information.Click the ‘Save’ button.To delete mileage: Click theicon to the right of the record to delete.You will receive a warning message ‐ if you want to delete, click ‘OK’. If you want tocancel, click ‘Cancel’.When the mileage option is available, the ‘Add Mileage’ button will be displayed next to the‘Add Dollars button’.After mileage has been entered, the record will display on the Dollars panel with the dollaramount awarded.NOTE – if the user is granted only view access to the Dollars panel, the ‘Add Dollars’ and ‘Save’buttons will not be available.Data Entry – Hours:The Hours page can be utilized to enter a block of hours for an employee. Any auto‐generatedhours, such as salary records or holiday records will appear on this page.Insperity TimeStar Supervisor ManualPage 29

NOTE‐ If your company uses Quick Reports, click the ‘Reporting’ option and then click ‘HoursReport’. A new window will display the report.Field NameActualEffectiveHoursPay TypeDeviceDescriptionActual date the Hours were earned.The date that the Hours are effective.Number of Hours.Pay type that is applied to the Hours record.Device number.Click this icon to edit any details of the Hoursrecord.Click this icon to delete the Hours record.Click this icon to view the details of the auditlog associated with this Hours record. This isonly available if the System Parameters –Audit Trail is set to Yes.Insperity TimeStar Supervisor ManualPage 30

NOTE – Theicon will not be available for selection on any auto‐generated Hours recordswithin TimeStar including but not limited to salary and holiday records.To adjust hours for these records, edit the record or add hours of another pay type which willoffset the number of hours for the auto‐generated record.Adding/Editing/Viewing Hours:To add Hours: Click the ‘Add’ button.The minimum requirements to add an Hours record in TimeStar are:1. Edit the

Insperity TimeStar Supervisor Manual Page 4 Overview Product Support: Insperity Time and Attendance is dedicated to bringing you user‐friendly systems that integrate with your company’s needs. If you hav