How to Setup and Use Web Employee Time Entry

Transcription

1 How to Setup and Use Web Employee Time Entry Web Employee time entry works in conjunction with Remote Payroll. For information on using Remote Payroll, see Knowledgebase article K When a payroll timesheet is exported out of Creative Solutions Accounting, you have the option to mark the box for Client uses Web Employee time entry. When utilizing employee time entry there are several items to note: Each employee s portal will have a timesheet in which they can enter their hours worked per day An is NOT sent to the employee to notify them a payroll has been exported. Only pay items appear and employees can enter regular, Overtime, and Double Time hours for each day Employees may also enter the number of hours they took of Vacation or Sick time, or any other benefit type items your client uses No deduction or withholding items will appear in the Web Employee portal; the client s payroll processor will be able to edit these items once the time has been imported into the client NetClient CS remote payroll portal Employees also may enter notes or enter/edit Direct Deposit information if your client is setup for Direct Deposit in Creative Solutions Accounting An employee may enter time and either mark it Complete or chose Save to finish the data entry at a later time. When finished, the employee must mark the timesheet as Complete. When employees have completed their time, it can be imported into the Remote Payroll portal and your client s payroll processor can update and edit the data as appropriate. Once the payroll processor marks the remote payroll as complete, the firm may import it into the Creative Solutions Accounting client to create unprinted checks. Again, please remember that no s are automatically sent to the employees when a new timesheet is exported to their Web Employee portals, nor is an sent to the client s payroll processor when employees mark their time entry as Complete. The Setup Process 1. In Creative Solutions Accounting, click on Utilities / Remote Payroll Export, mark the box for Client uses Web Employee time entry and click the Connect Now (to send to the portal immediately) or Queue (to transmit at a later time) button:

2 2. Open CS Connect. In the screen that opens, the box for Transmit remote payroll entry is automatically marked to transmit the timesheet for the remote payroll. Click the Call Now button:

3 3. When employees login to their portals, they will click the My Time Entry link: Dragon & Drake Accounting 4. And their timesheet is displayed: a. Employees may entered hours worked per department or per pay item

4 b. Employees may also entered the number of vacation or sick hours used (if setup on the employee in Creative Solutions Accounting) c. Withholding or Deduction items do not appear in the Web Employee portals d. Employees may enter notes for their company s payroll processor to review e. The Update button will save changes the employee enters f. The Complete Time button is used when the employee has finished entering hours g. The Save and Continue Later is used if the employee wishes to sign in at a later time to continue entering hours 5. Once employees have entered their time, the client s payroll processor logs into the NetClient portal setup for Remote Payroll to import the hours the employees entered. a. Employees can edit the data in the portals even after marking Complete Time button up until the time the payroll processor imports the data into the Remote Payroll portal b. No s are sent to the payroll processor when employees complete their time c. Even if an employee has not marked the Complete Time button, the payroll processor can still import the hours that were entered d. The payroll processor may edit any of the employee entered data 6. See Knowledgebase article K for instructions on using Remote Payroll. However, when Web Employee Time Entry is used, there are new options in the Remote Payroll portal under the heading Web Employee Time Entry:

5 7. When you click the Edit Time Entry link, you will see the status of each employee s data entry along with their hours entered. Statuses are: a. Completed - the employee marked their timesheet as Complete b. In Progress - the employee saved the hours entered but didn t mark the timesheet as Complete c. New - the employee has not entered any hours

6 8. The payroll processor may click on an employee s name under the Web Employee Time Entry View Time heading to edit the hours entered: 9. Clicking the View Time Entry Report link allows the payroll processor to print out the hours entered by the employees :

7 10. The payroll processor must click the Import Time Entry link to bring the hours entered via Web Employee Time Entry into the Remote Payroll portal, otherwise no hours will show for the employees under Remote Payroll Data Entry. When this link is clicked, the payroll processor clicks OK to bring in the data:

8 11. Once the time import is done, the payroll processor will see the total hours entered for each employee, and will also have the same options that exist for Remote Payroll. For more information on Remote Payroll see Knowledgebase article K