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Internal Knowledge Base
General Everest Knowledge
Electronic Statements of Earning
Record of Employment (ROE)
Input Sheet How-Tos
- Change the rate of employee hourly and salary pay
- Remove Additional Tax For Current Pay Run
- How do I remove an Employee from a pay run?
- How to set limits on accruals such as vacation and sick
- First pay run of the year
- How to Process a Pay Run
Year End - T4/T4A
- Year End and T4 Preparation - Overview
- Creating a PIER Review
- How to Read the PIER Report
- Close the Year
- Pay run could not be created.
- Accessing T4/T4A Drafts
Basic Scheduling How-tos
- Managing Time Off Requests
- How can I change my schedule view?
- What are shift overlap warnings?
- How do I edit or enter a schedule?
- How do I Create a Schedule
- How Do I Schedule An Employee Shift?
Frequently Asked Scheduling Questions
- What is the 24 hour shift warning?
- Dates without schedules warning - what do I do?
- Why Is The Schedule Copying Multiple Times?
- I Can't Find The Pay Code I Need!
- My Schedule Won't Create!
- Why Are The Shifts On My Schedule Grey And Why Can't I Edit Them?
- Manage Recurrences Tool
- How do I Create a Recurring Shift?
- What are the Different Settings of Recurring Shift?
- Setting A Shift To Repeat On A Monthly Basis
- Setting A Shift To Repeat On A Weekly Basis
- Setting A Shift To Repeat On A Daily Basis
Find and Replace
Copying Schedules and Shifts
Scheduling Reports and Settings
- What's The Scheduled Hours By Employee Report, And How Do I Use It?
- How To Create And Understand The Contracted Hours Report
- What's The Basic Schedule Report? How Do I Use It?
- How Do I See Whether My Schedule Is Paying Someone Overtime?
- Setting A Default Start Time And Duration For Shifts In Scheduling At An Organizational Level
- How Do I Set A Default Shift Start Time And Duration At A Departmental Level?
- How Do I Find The Schedule Print Out Screen?
- How does the New Schedule Print Out Work?
- How Do I Print A Sign Off Sheet
- How Do I Enable Sign Off Sheet Printing?
- How Do I Change The Settings And Look Of The Sign Off Sheets
- What Options Or Settings Are Available For The New Print Out?
Time Off and Vacation Requests
Punching In - How tos
- How Do I Set Up An Employee At The Clock?
- How Do I Set Up An Employee To Use Fingerprints To Punch In?
- How Do I Set Up An Employee To Use A Key Card To Punch In?
- How Do I Punch In Or Punch Out With A Key Card?
- How Do I Punch In Or Punch Out Using A Password And ID?
- How Do I Punch In With A Fingerprint
Clock Basics - Setup and Everest
Basic Time Entry How-Tos
Getting to Know Time Entry
- Time Entry on Mobile
- What Is Time Entry?
- How Should I Use Time Entry?
- What Does A Shift Look Like?
- Navigating Time Entry
- How do I add a shift in Time Entry?
Time Entry for Team Leaders
- Where Can I Find The Info My Team Enters For Me In Time Entry?
- How Do I See If A Team Member Worked Or Not?
- How Will I Know If My Team Member Worked Different Hours Than Scheduled?
- How Do I Set A Team Member Up For Time Entry?
- How Do I Leave Notes For My Team Members To Read In Time Entry?
- How Do I Read The Notes My Team Leaves For Me?
My Schedule - Employee Schedules
Daylight Savings Handling
Daily Approval Basics
- Using Filters in Daily Approval
- Locking Daily Approval Shift Records to Transfer to Payroll
- Shift Records Requiring Review
- Choosing Shifts to Approve
- Using the Daily Approval Summary of Hours
- Daily Approval Layout
Making Changes to Shifts in Daily Approval
Statutory Holidays in Daily Approval
Reports and Advanced Features
Report OptionsSee all 14 articles
- Example: Employee Tax Settings
- Example: Employee Pay Rate History
- Daily Approval Shift Cost Estimate Report
- Federal TD1 Claim Report
- Active Employees by Department
- Employee Payroll History Report
Employee and System Setup
Employee Changes and Setup
- Written Language vs Communication Language
- Rehire Date
- How do I create custom dates?
- How do I edit custom dates for an employee?
- Editing Employee Sex, Gender, and Pronoun
- How do I setup a Payroll Trigger for my employee?