Workers
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      Worker History

      EBMS retains a large amount of worker history information in two different methods within the worker record. To access the worker information window, go to Labor > Workers and double-click a listed worker to open their record.

      Click on the worker record Timecards tab and the following window will open:

      This fictional example record is for a worker named Heidi Johnson. Her worker ID will appear in the Worker field at the top of the record and her full name will appear in the header, along with the Category she is in (Workers \ Clerical \ Heidi Johnson).  

      To view all of the employee’s past timecards set Status option to All. If you wish to only view Unpaid or Paid timecards set the appropriate Status option. To view or edit a timecard, open the document by double-clicking on the timecard line in the table. Click on the Pay Period column heading to sort the timecard list by pay period date.

      Year tabs will appear on the worker record for each year that contains a processed timecard for the worker. EBMS does not restrict the number of years or tabs that may exist.

      To drill down and view the timecards within a given month, take the following steps:

      1. Place the cursor on the summary total to be viewed by clicking on the summary total with the mouse or tabbing to it using the keyboard. (For example, to drill down into hours for February 2024, look at the Hours column for the February row in the 2024 year tab.)

      2. Right-click on the summary field to display the context menu and select Drill Down.

      3. The transaction Details window will open. This page will drill down into the specifics of Heidi Johnson's payroll history for February 2024, because that was the selected summary.


        To view a specific timecard, double-click on the transaction with a mouse. Click Close to return to the worker year page.

      4. To view all the makeup pay for an employee double click the Makeup Pay total on the right-hand side of the page. Review the Minimum Wage and Makeup Pay section for more details.

      5. Click the W2 Adjustment button on the right-hand side of the page to view or edit the worker's W2 information. Review Process and Print W2s for more information on making W2 adjustments.

      Review the Account History Tabs section for more details on the history tab summary.