Setting up Homebase, Exporting and Importing time clock files into OptRight

Transcription

1 Business Payroll Services Payroll University Setting up Homebase, Exporting and Importing time clock files into OptRight Reference Guide This document walks you through the process of setting up your Homebase account, exporting time clock files from Homebase, and importing time clock files into Wells Fargo OptRight Online. Sections include the following: Set up Homebase on your Clover station Clover App Market Set up Homebase set up from website Export time clock files from Homebase Import time clock files into OptRight Setting up Homebase You will need to configure employees in Homebase so that the time clock data can be accurately imported into OptRight during payroll processing. Using your Clover station - Download the Homebase app 1. Locate the Homebase app from the Clover App Market 2. Click Install to download the app on the Clover station 3. After download enroll your company in Homebase by launching from a computer Note: You can complete this on your Clover station, however it is much easier to do from a desktop/laptop 4. Configure your payroll settings in Homebase Click Settings from the left menu Click General from the top menu Select Wells Fargo as the payroll provider Click Time Clock & Timesheets from the top menu and set up the following: o Payroll Period o Overtime rules, if applicable o Manager alerts, if applicable Click Schedule from the top menu and set your schedule start day 5. Retrieve employee ID numbers from OptRight 2016 Wells Fargo Bank N.A. All rights reserved. Member FDIC. BPS-TR-CHEI

2 Setting up Homebase (continued) Note: Your Payroll ID in Homebase must match the employee ID numbers in OptRight. If the IDs don t match, OptRight will reject the time import. Log into OptRight Click the Reports tab Select Payroll, Personnel Profile from the drop down Run and then print the report. The ID appears beside the employee s name on the left side of the report 6. Set up employees in Homebase Return to Homebase ( Click Team from the left menu Click the employee s name Enter the employee s employee ID number in the Homebase payroll ID field Click Save on the top right Repeat for each employee Using the website Setting up Homebase 1. Go to OptRight to retrieve employee identification numbers Note: Your Payroll ID in Homebase must match the employee numbers in OptRight. If the IDs don t match, the system will reject the time import. 2. Log into OptRight 3. Click the Reports tab 4. Select Payroll, Personnel Profile from the drop down 5. Run and then print the report. The ID appears beside the employee s name on the left side of the report

3 Setting up Homebase (continued) 6. Go to 7. Fill in your full name and address. Click on Start Now 8. Create a password. Click on Create your Owner Account. 9. Fill in your Company Name and Company Zip Code. Click Create your Company. 10. On the Welcome to Homebase screen select No Point-of- Sale 11. Click on the Go to Schedule Builder button 12. Build Schedule settings by: a. Select the day of the week that your schedule will start b. Click on I m done adding employees 13. Click on Add Employee (you will need to add each employee individually) 14. How would you like to add this employee? Select I m not connecting to a point-of-sale. Let me add my employees manually. 15. Fill in Employee s: First Name Last Name address (optional) Phone number (optional) Date of birth (optional) PIN for Homebase time clock (optional) Payroll ID (This must match the OptRight ID/employee ID number) Click Create 16. When done adding employees click on Settings, go to General and select Wells Fargo under payroll providers 17. Select Yes on the Change Payroll provider screen. 18. Click on Save Changes

4 Exporting time clock files 1. Log into Homebase ( from desktop/laptop 2. Export the time file and save it to the desktop Click on Timesheets from the left menu Click on Export On the Export Timesheets page, click Wells Fargo Save the export file to the desktop 3. Follow the steps below for importing into OptRight Importing time clock files 1. Access your payroll home page (Dashboard) in OptRight Online 2. Click Enter Pay Data next to the correct pay period. This Enter Pay Data screen appears. 3. Click Import Time Clock Data link shown above The Import Time Clock Data from File window appears Select Clover- Homebase as the template you would like to use 4. If time clock file is NOT mapped, click the Browse button to locate where the exported time clock file was saved on your computer.

5 Importing time clock files (continued) 5. Click the Import File button 6. Review and verify the imported totals and error log (if applicable) 7. Click the Import Payroll button located at the bottom right of the screen. Note: Do not click Import Payroll multiple times as that can result in double entry of your import data. (Review Enter Pay Data screen to ensure they are correct) Or click Cancel to terminate the import process. 8. The Enter Pay Data screen is populated with any regular hours, overtime hours, etc. that were in the import file. 9. If all looks correct click on Save Now 10. Click on the Preview Payroll to review your pay details 11. Review and Approve payroll screen will appear. Review Pay details screen before submitting your payroll. 12. If everything is correct click on Approve and Submit. The Homebase software application ( Application ) and its content is provided by Homebase. Inc. ( Homebase ) which is not a subsidiary or an affiliate of Wells Fargo Bank, N.A. ( Bank ). Homebase has sole responsibility for all information provided on or through the Application and its website. Bank makes no warranties and bears no liability for any person s use of or reliance on the Application and its content. Bank is not responsible for the content, links, privacy policy or security policy of the Homebase website.