TimeForge University: Editing Time Cards by Employee 202

Adding or editing employee timesheets is an important part of any business, and it’s crucial that your labor management software make this process easy. Employees will forget to clock in or clock out, staff members will go on a long lunch break, or forget to take a meal break. TimeForge Attendance improves the timesheet editing process while calculating overtime and breaks automatically!

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Managing time cards and employee attendance in TimeForge is simple! Staff hours are accurate and totalled based on your business needs. Payroll exports are available for third party payroll vendors such as QuickBooks, ADP, Paychex, SurePayroll, and other payroll companies. Save time and money every day!

TimeForge University: Approving Payroll 301

Every business runs payroll as part of their business cycle. Payroll may be run weekly, bi-weekly, monthly, or on some other time frame. Businesses that track hourly wage workers, such as car washes, service stations (convenience stores), restaurants, hotels, retail businesses, and others, profit from the speed and efficiency of the TimeForge Attendance process. Approving payroll has never been easier!

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TimeForge Attendance makes managing staff timesheets and attendance easy. Employee hours are always accurate, and are correctly totaled based on your payroll rules. Payroll exports are available for third party payroll vendors such as QuickBooks, ADP, Paychex, SurePayroll, and other payroll companies. Save time and money every day!

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.

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

media-1258315464981.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.

Choose Your Payroll Provider

media-1258825307045.png

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.

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.

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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
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