Employees have different roles within your company. Depending on their assigned role or classification their time cards, job tasks and assignments may be different. Classifications in Raken can be applied to your employees to ensure their roles are always properly accounted for.
Steps
Creating & Managing Classifications
Log into the Raken Web App.
Click the Company button on the menu on the left side of the page.
Click Time settings in the menu that appears.
Select Classifications from the list of options.
Raken provides a default list of classifications.
Click the green + New classification to add additional classifications.
You can delete classifications by clicking the menu button that is found on the far right side of each classification and selecting the Delete option.
Once created and/or edited the classifications will be available to select in employee profiles, time cards and other areas of the Raken platform.
Assigning Employees Classifications
Log into the Raken Web App.
Click the Team button on the menu on the left side of the page.
Depending on the employee for which you would like to change the classification for click the Team members or Worker option.
Click on the name of the person for which you would like to their classification.
On the page that appears you can change the classification for the employee by clicking the drop down list found under the Classification title.
Click the orange Save button in the top right corner of the page.
Once saved, all employees time cards will automatically default to being associated with that classification.
Managing Classification Requirements in Time Cards
Occasionally classification requirements on time cards must be made or adjusted. When those adjustments are required you are able to adjust classification specific settings as they relate to time card capture. Below are the steps you can take to adjust classification settings for time cards.
Log into the Raken Web App.
Click the Company button on menu on the left side of the page.
Select the Time settings option from the menu that appears.
Please note that time policies must be enabled in your account.
Select the Advanced option that appears.
The bottom two toggles on the page allow you to adjust settings related to classifications on time cards.
Require classifications on time cards - When enabled this setting requires that all time cards created have a classification included as part of the time card.
Restrict classification editing on time cards - Employees can have a default classification set to their employee profile. In some cases this default classification should not be adjusted on a time card. When enabled employees are not able to adjust the classification that appears in their time card.
Once the desired settings are adjusted click the orange Save button in the top right corner of the page.
More Questions?
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