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!

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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.

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