How Do I Archive Reports (Schedules and Payroll)?

In some cases, it’s important to export and save time sheet or schedule information from TimeForge to something like Excel, for a backup, or if you sell your business, or need to further manipulate or crunch the data.

In this lesson, you’ll see how to export payroll information to an Excel spreadsheet, and save it for future use.

Tip: These steps will work for any TimeForge report, including the ability to export data from schedules, absentee reports, or any other TimeForge report.

Go To The Reports Section

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Navigate to the Reports section in either Attendance, Schedules, or Sales (if configured).

Identify the Report to Run

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Identify which report you want to run to export the time sheets, payroll hours, schedule, or other data.

While there are many different reports available in TimeForge, the Payroll Detail reports are going to be most helpful for archiving and filing time cards.

Enter Your Own Dates

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1. Choose “Enter your own Dates” if given the option.

2. Enter the date range (begin date and end date) that you’d like to export

Export to Excel

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1. Make sure to export to Microsoft Excel for easy copy / paste and manipulation if needed at a later date for analysis.

Save the File for Your Records

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Finally, save the resulting spreadsheet on to your computer, or archive the file for use later.

TimeForge University: Sick, Vacation, and PTO Approval 302

Managing sick, vacation, and PTO time is very important for many businesses. Normally, the approval process for leave is done similarly to payroll approval – on a weekly, bi-weekly, or monthly basis. TimeForge reduces the amount of time needed to track sick, vacation, and PTO time. Businesses that track hourly wage workers, such as restaurants, retail businesses, hotels, c-stores, and many other types of businesses, profit from the speed and efficiency of the TimeForge Attendance software.

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With TimeForge Attendance, managing staff time sheets, sick and vacation time, and other attendance information has never been easier! Staff time sheets are always accurate, and are correctly totaled based on your payroll rules. Export payroll for a variety of payroll vendors, including QuickBooks, ADP, Paychex, SurePayroll, and other payroll companies. Benefit from TimeForge every day!

TimeForge University: Time Cards 201

Editing time cards is an important part of any labor management or workforce management software package. Employees will forget to clock in or clock out, staff members will forget to take a lunch break, or forget to take a break completely. TimeForge allows you to streamline the timesheet editing processing while calculating overtime and breaks automatically!

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TimeForge Attendance makes managing your employee time and attendance easy. Staff hours are always accurate, and correctly totaled according to your payroll rules. Exporting payroll to third party payroll vendors such as ADP, Paychex, QuickBooks, SurePayroll, and other payroll companies. Save time and money every day!

How Do I Export Payroll?

TimeForge is an extensive and powerful time and attendance management package, and you can begin to see some of TimeForge’s power by clicking on the Attendance tab. Many, but not all, of the time and attendance capabilities occur within the Attendance tab.

With TimeForge, you can add or edit attendance by date or employee, approve payroll for pay periods, export time punches to a third-party payroll company, and run numerous reports to review employee attendance.

There are several ways to manage payroll inside of TimeForge, and many users simply run one of the many payroll reports at the end of their pay period. This works well for many TimeForge customers.

You can also manage the Approval process by approving time cards for a pay period, reviewing any sick, vacation, or PTO time, and then exporting payroll to one of our supported payroll providers. To use this feature, you must first have set up payroll periods for your location.

TimeForge payroll can be exported to many payroll providers, including QuickBooks, ADP, Paychex, SurePayroll, Heartland Payment Systems, CompuPay, and others.

Navigate to the Attendance Tab

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Navigate to the Approve / Export Payroll page in the Attendance tab.

Choose a Payroll Period

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Choose a payroll period to export. This will normally be the most recent payroll period that has ended.

Please note: To use TimeForge payroll approval, you must configure the payroll period for your location.

Review and Approve Attendance

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If you have not yet processed the selected pay period, TimeForge will display a list of time card entries for the pay period.

You can review staff member time cards by date, time, employee, position, or cost.

Additionally, TimeForge will display outliers, or “Most Different” time entries, so that you can quickly and easily identify time punches that may be erroneous or problematic.

Focusing on time entries labeled “Very Different” will allow you to find missed punches, late and early clock ins, employees who forgot to clock out, and other strange data before you have approved the payroll. After the payroll is approved, you will not be able to edit the time punches inside of TimeForge. Instead, you’ll need to make the changes in your payroll program.

Note: You will not be able to approve payroll if employees are currently clocked in for the time period.

When you are ready to Approve payroll, click on the “Approve Attendance Export” at the bottom of the screen.

Choose Your Payroll Provider

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Choose your payroll provider from the drop-down list of providers. Each provider has a different file format – choosing the correct provider is crucial.

Payroll Export Results

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TimeForge will process the attendance entries for the payroll period you selected, and will return a payroll file to you – which will allow you to send the file to your payroll provider.

To ensure successful import into your payroll provider, you will be prompted to correct any problems with the export before a payroll period will be exported.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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About TimeForge

The best tools available for managing labor in the restaurant, retail, food-service, and hospitality industries. Includes time management, employee scheduling, and other labor management tools.

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