How Do I Set Up Payroll Periods?

TimeForge will allow you to manage your labor, employee schedules, and time and attendance in the way that works best for your business. If you want to manage different departments differently, TimeForge will let you.

However, to ease the administration of staff schedules, payroll exports, and labor statistics, TimeForge supports the concept of payroll periods. Each location, store, or unit can have a specific payroll period. Payroll periods can be:

- Weekly, where staff are paid every week
- Bi-Weekly, where staff are paid every other week (common in many hospitality and restaurant businesses)
- Monthly, where staff are paid on a specific date (common in many professional and teaching businesses)
- On the 1st and 15th, where there are always two pay periods in a single month

After setting up Payroll Periods, you will be able to quickly and easily export payroll, approve sick, vacation, and PTO time, and run reports that correspond to your pay periods.

Let’s walk through the simple set up of Payroll Periods in your account.

Navigate to the Attendance Options Screen

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Navigate to the Attendance Options tab

Set Up Payroll Periods

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Locate the options in the Attendance Options screen which allow TimeForge to calculate the payroll periods for you.

Make sure to set up:
- The previous payroll period date
- The payroll frequency (weekly, bi-weekly, monthly, or 1st and 15th pay periods)

Save the Pay Periods

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After choosing the correct settings for your Payroll Periods, make sure to save your settings.

Posted in Attendance Tab / No Comments.

How Do I Export Payroll for SurePayroll?

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.

After you have collected time cards for all of your employees, and have made sure that the time punches are correct, you can export your payroll to a variety of supported payroll platforms, including SurePayroll, ADP, Paychex, Quickbooks, and others.

In this lesson, we will tackle exporting payroll for SurePayroll.

Enter Employee Payroll ID’s

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SurePayroll will provide each of your staff members with a unique payroll ID which will allow you to export time card information for your staff.

Before running payroll, please make sure that each staff member’s payroll ID has been entered correctly.

Navigate to the Attendance Tab

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

Choose a Pay Period

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Choose the pay period you would like 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 this is the first time processing the pay period, TimeForge will display a list of all 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 for SurePayroll.

After approving time punches for the pay period, you will not be able to edit the time punches inside of TimeForge. Instead, you will need to make the appropriate 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 SurePayroll for the Payroll Provider

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Choose SurePayroll from the drop-down list of payroll providers.

Each provider has a different file format – choosing the correct provider is crucial.

Payroll Export Results to SurePayroll

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TimeForge will process the attendance entries for the pay period you selected, and will return a payroll file to you. You can then upload the file to SurePayroll for further processing.

If any problems are found, such as a missing employee payroll ID, TimeForge will prompt you to correct these problems before exporting the data.

Posted in Attendance Tab / No Comments.

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.

Posted in Attendance Tab / No Comments.

How Do I Approve 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.

Navigate to the Attendance Tab

navigate-to-the-attendance-tab.png

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

Choose a Payroll Period

choose-a-payroll-period.png

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

review-and-approve-attendance.png

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.

Posted in Attendance Tab / No Comments.

How Do I Add Time Cards (By Employee)?

TimeForge is a complete labor management system, with both time card tracking and employee scheduling capabilities.

Using TimeForge, staff members are able to clock in and out, record tips, take breaks, enter mileage, and do many other operations to streamline labor management. And although most employees are great at remembering to clock in and out, occasionally someone forgets, and you’ll need to modify or add to their time card.

Choose Edit Attendance by Employee

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Navigate to Edit Attendance by Employee, in the Attendance tab.

Select the Employee

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Before you can edit an employee’s time card, you must first choose the employee.

If you have enabled TimeForge Departments, you will only see the employees that are in your department.

Select a Payroll Period

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You can view time cards by payroll period by selecting a previous payroll period. Periods will include the current payroll period, as well as previous periods.

Enter a Date Range

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If you want to look at attendance (or time cards) for a specific date range, or if you are not using TimeForge Payroll Periods, you can instead choose to enter your own time range.

To do this, select a start and end date for a date range, and then click on Go.

Review the Staff Time Card

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TimeForge will display all of the time cards during the select time range (or payroll period).

Details displayed will include the position or job code worked, the date the shift started, clock in and out times, notes, tips, and mileage.

Add a New Time Card Entry

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To add a new entry, first choose a position.

Finish the Time Card Entry

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To finish the time card entry, enter the date, clock-in time, clock-out time, and notes as well as any tips, or mileage adjustments.

Posted in Attendance Tab / No Comments.

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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
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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
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