Defining toke pools

A toke pool specifies distribution instructions and eligibility requirements to be used when tokes are paid out to employees.

  1. Select Maintenance > Optional Modules > Tips and Tokes > Toke Pool.
    Note: If the Tips and Tokes menu option is not listed under Optional Modules, ensure that you have edit permissions to the Tips and Tokes folder.

    See "Assigning form-level permissions" in the Time and Attendance Implementation and Administration Guide.

  2. Click Create.
  3. Specify this information:
    Name
    Specify a unique name for the toke pool.
    Description
    Optionally, specify a brief description of the toke pool.
    Start Date
    Select a start date for the toke pool. Before this date, the pool is inactive and is not available for distribution or payout. The default value is 01/01/1900.
    End Date
    Select an end date for the toke pool. After this date, the pool is inactive and is not available for distribution or payout. The default value is 01/01/3000.
  4. In the Pool Counters section, specify this information:
    Counter
    Specify a user to designate as a counter for the toke pool. Counters distribute toke pools to eligible employees. Only users who are assigned as counters to a specific pool can access that pool and initiate a distribution or payout.
    Start Date
    Specify a start date for the counter. The default value is 01/01/1900.
    End Date
    Specify an end date for the counter. The default value is 01/01/3000.

    You can add additional counters by clicking the Add Row button.

  5. Optionally, to add eligibility criteria, click Add Row above the Eligibility Criteria grid and specify this information:
    Job
    Specify the job that is eligible for inclusion in the distribution calculation process. When specific jobs are selected, employee eligibility for payout of pool money is limited to employees who have worked one of the specified jobs. Time worked on jobs that are not included in this list is excluded when calculating an employee's percentage of a specific pool distribution.
    Department
    Optionally, specify the department to which employees must be assigned to be eligible for distributions.
    Project
    Optionally, specify the project to which employees must be assigned to be eligible for distributions.
    Docket
    Optionally, specify the docket to which employees must be assigned to be eligible for distributions.
    Start Date
    Select a start date to limit the application of these employee eligibility criteria. The default value is 01/01/1900.
    End Date
    Select an end date to limit the application of these employee eligibility criteria. The default value is 01/01/3000.

    If start and end dates are not specified, all worked time will be considered eligible.

  6. Optionally, in the Additional Criteria section, specify this information:
    Time Codes
    Specify one or more time codes to limit pool payout eligibility to employees who record work time performing a specific type of work. For example, if WRK is selected, only details that are charged to the WRK time code will count.

    To specify multiple time codes, open the lookup and select the check box for each time code that you want to include.

    If no time codes are selected, all paid time that is recorded against eligible jobs will count for pool distribution payout calculations.

    Hour Types
    Specify the hour types to limit pool payout eligibility to certain hour types.

    If no hour types are selected, all apply.

    Teams
    Specify the teams to limit pool payout eligibility to certain teams.

    If no teams are selected, all apply.

    Include Sub Teams
    Select this check box to also include sub teams of the teams specified in the Teams field.
  7. In the Premium Information section, specify this information:
    Time Code
    Specify the time code to use for premiums that are generated for distribution of pool payouts for eligible employees.
    Hour Type
    Specify the hour type to use for premiums that are generated for distribution of pool payouts for eligible employees.
  8. Click Save.