Set Up Time Track for Payroll Home | FAQs & Troubleshooting

 

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 Overview

This procedure describes how to set up Time Track so that time entries captured in Time Track Entry and Punch In/Out can be imported into Payroll Data Entry.

If you have the Job Cost module and want to update labor costs for jobs, see Set Up Time Track for Job Cost.

 Before You Begin

You must purchase the TimeCard module to use Time Track.

 

To set up Time Track for Payroll

1. Select Payroll Setup menu > Payroll Options.

2. Select the Enable Time Track for TimeCard check box. For more information, see Payroll Options - Fields.

3. Select Payroll Setup menu > Time Track Options.

4. Select the options that meet your business needs. For more information, see Time Track Options - Fields.

You can now use Time Track Entry to record employees' time worked details and import the entries into Payroll Data Entry. For more information, see Process Payroll.

If employees are going to use Punch In/Out, they must have an associated shift. The default shift in Shift Maintenance will be used for all employees who do not have a shift code entered in the Employee Time Track Settings window.

 

To set up shifts

1. To create a shift:

   1. Select Payroll Time Track menu > Shift Maintenance.

   2. Select options that meet your business needs. For detailed information, see Shift Maintenance - Fields.

      To learn about how shift overtime rules can be used to recalculate hours worked in Time Track Entry, see Recalculate Entries.

   3. To use this shift for all employees who do not have an assigned shift, select the Default Shift check box.
   4. Click Accept.

   If you selected the Default Shift check box, this shift will now be used for employees who have no assigned shift. You can create additional shifts as needed, and assign shifts to employees in the in the Employee Time Track Settings window.

2. To assign a shift to an employee:

   1. Select Payroll Main menu > Employee Maintenance, and select an employee.
   2. Click the arrow button in the top-right corner of the screen, and select Time Track.
   3. In the the Employee Time Track Settings window, enter a shift code.
   4. Enter other information as needed. For more information, see Employee Time Track Settings - Fields.
   5. Click OK to return to the Employee Maintenance window, and then click Accept.

   This shift is assigned to the employee.