Configuration Wizard Guide (Web)
When you first log into AMG, the Configuration Wizard page 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 open 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 date and time configuration. Here you can select the start of your company's fiscal year and the preferred time zone for your system.
Step 2: General Settings allows you to enable/disable Daylight Savings Time and the Swipe and Go feature. Swipe and Go allows employees to simply scan their finger/hand/face without having to select an action (i.e. Clock In/Clock Out) beforehand. The software will determine the correction action to take. You can also modify the date/time format with which entries will appear, and enable/disable Wages within the software. (Note: If Wages are enabled, you must select 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 allows you to select whether you want to choose the individual ID codes manually, or allow the system to generate them automatically. This section also contains links which allow you to edit the information for Divisions, Groups, and Categories. You can also adjust the default categories to make unused categories inactive and add or edit categories. Read this article for more information on the different organizational levels.
Step 4: Organization Info helps you set up Jobs, Departments, and Headquarters within your organization. You must have the Jobs & Department Costing Module enabled in order to access this screen. See this article on the difference between Groups, Jobs, and Departments.
Step 5: Pay Policies helps you set up Pay Policies for your organization, inlcuding Overtime tiers (i.e. double time pay). Followw this guide to set up your pay policy. This section also allows you to enable/disable Automatic Transaction Approval.
Step 6: Roundings helps you configure Punch In/Out rounding for employee hours (if desired) as well as Lunches and Breaks. More details information on Rounding rules can be found in this article.
Step 7: Shift helps you set up your organization for Flex/Open shifts, Fixed shifts, or Floater shifts. More information on the differences between these types of shifts can be found in this article .
Step 8: Shift helps you set up your Shifts and Shift Groups. Information on the differences between these two options can be found here , and information on setting up Shifts can be found here . This section also allows you to set up your Holidays and Holiday Groups. Holiday Groups may be used to assign different holidays to different groups of employees. Follow this guide to set up your holidays.
Step 9: Employees helps you set up Employee codes and badges (See the difference here). You may 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 the physical devices for your system. The Device Settings section allows you to configure the devices themselves. You may also 'push' messages to the device (typically employee names).
Step 11: Other Settings allows you to set up automatic processes for running Reports and Payroll. You may also configure the span> in-system alerts you will receive. This section also allows you to configure Roles and Users. More informing on configuring Roles/Users can be found here.
Step 12: Home Screen Widgets helps you customer widgets for the home screen. Widgets are essentially shortcuts to different parts of the software. Follow this guide to set up this feature.
After that you are all finished with the initial configuration for AMG!
When you first log into AMG, the Configuration Wizard page should open to help you set up the program. If it does not, you can open it from the left-hand menu under the option Config Wizard.
If you check the box at the bottom, the wizard will not automatically open when you start the program again.
All the settings in the Configuration Wizard can be changed later through the software.
The first step has you add employees' names and emails. If you click edit you can modify other information for them.
Once the employees' emails are added, they will be sent an email to create their own password to log in.
Step 2 will let you choose what the employees have access to for their login, both from the website and the mobile app. For more info about this see the employee login article.
If you want to restrict where employees can transact from on the mobile app, you can enable locations and choose areas on the map in step 3. See this article for more info on locations.
Step 4 has you create Groups, which allow you to group your employees together. You can then add an employee to a group from the Employees option in the left menu.
In step 5 you have the option to add Jobs. Jobs are like groups, except employees can change them. See this article for more info on the differences between groups and jobs.
Step 6 will have you enable lunches or breaks, if you want employees to clock in/out for them.
Step 7 will have you setup your pay period, overtime rates, and ovetime rules. Overtime will trigger automatically based on these settings.
If you want to round employees' time, you can setup those rules in step 8. You will also setup the default weekly schedule for the employees. See this article for more info on scheduling.
In the final step, Step 9, you will configure some preferences for the system. You will set the date format, your time zone, your time format (24 hour or am-pm), your hours format (decimal or hours/minutes), and if you want comments on transactions.