Configuration Wizard Guide

When you first log into AMG, the Configuration Wizard should open to help you set up the program. If it does not, you can open it from Help > Config Wizard.

If you check the box at the bottom, the Wizard will not automatically pop up when you start the program again.

All the settings in the configuration Wizard can be changed later through the software.

Step 1: General Settings has options for language and date format. Here you may select the start of your fiscal year and customize the background of the software.

Step 2: General Settings allows you to you enable Daylight Savings and Swipe and Go. Swipe and Go allows employees to simply scan their finger/hand/face without having to choose their action (eg. clock in, clock out) beforehand. The software will determine the correct action. You may also select whether you wish to use AM/PM or a 24-hour format as well as whether or not to enable Wages in the software. If Wages are enabled, you must enter a wage for every employee.

Step 3: Organization Info helps you set up your organization. Codes are used throughout the system to differentiate Headquarters, Divisions, Groups and more. The first option lets you set the number of digits for these codes and whether or not you want the system to automatically fill the next code. You can then edit the information for your Headquarters, Divisions, and Groups. Read this article for more information on the different organizational levels. 

You can also adjust the default categories. You can make unused categories inactive, and add or edit categories.

Step 4: Organization Info allows you to further set up your organization with Jobs and Departments. You must have the Jobs & Department Costing module enabled to have access to this screen. See this article on the difference between Groups, Jobs, and Departments.

Step 5: Pay Policies helps you set up your pay policies. First select if you use more than one overtime level (ie. you pay double time) then follow this guide to set up your pay policy. When finished with pay policies you can set up automatic transaction approval.

Step 6: Roundings helps you set up Roundings to round employees hours (if desired). Here is an article on rounding rules. You can also set up whether or not you want to use Lunches and Breaks, which will be added to shifts in the following steps.

Step 7: Shifts helps you select which shifts apply to your company. Shifts are important to AMG for rounding employees' time, and correctly setting up Lunches and Breaks. Here is a guide on the difference between Flex, Fixed, and Floater shifts.

 Step 8: Shifts helps you set up your Shift Groups and Shifts. See this article for the difference between Shifts and Shift Groups, and this article to set up the Shifts.

In this step you will also set up your holiday groups and holidays. Holiday groups can be used to assigned different holidays to different groups of employees. Follow this guide to set up your holidays.

Step 9: Employees will have you set up Employee codes and badges (see the difference here). You can also Import employees in this step. The 'Copy last schedule if current is missing' option will copy the weekly schedule every week, so you only need to set up employee schedules once.

Step 10: Devices helps you set up several features for your devices. The first is to set up Bell Schedules if you want to have a physical bell ringing triggered by the timeclock. The next section is to configure your devices themselves . You may also 'push' messages to the device (typically the employees' names).

Step 11: Other Settings helps you set up auto processes for polling your timeclock, running reports, and more. You can also configure the in-system alerts you wish to receive. If you would like to email out reports from the system you will also need to set up SMTP. Lastly, you may add more users to the system and limit what permissions they have. Follow this guide for help with that.

Step 12: Widgets, allows you to customize widgets on your home screen. These are shortcuts to different parts of the software. Follow this guide on setting up your Widgets.

After that you are all finished with the initial configuration for AMG!