Virtual TimeClock Payroll Export Guide

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Transcription:

Virtual TimeClock Virtual TimeClock Payroll Export Guide Exporting to SurePayroll Virtual TimeClock will export a specially formatted time clock file that allows you to import employee hours into SurePayroll online payroll. To import files, you must complete a one-time setup. Need help with payroll integration? Contact us at 1-888-207-0005 or http://www.redcort.com/support. SurePayroll Integration Setup 1. Register your company for time clock integration. Click the Time Clock Integration link at the bottom of the left-hand navigation area of your Company page. You will be directed to the Learn More page. Click Register. Select Virtual TimeClock from the list of time clock vendors and click Register to set up your time clock integration preferences. 1

2. Select your time clock file format. The Preferences page includes four simple steps to complete the setup of time clock integration. Select SurePayroll Format as your time clock file format. 3. Select your preferences for importing hours. Select how hourly and salaried employee hours are to be imported. Click Confirm Settings to retain all employees on your Payroll Entry page, regardless if they appear in the file exported from Virtual TimeClock. This is the default setting. 2

4. Verify your earning codes. Virtual TimeClock will automatically default to the earning codes that need to be used for SurePayroll. Virtual TimeClock uses the Other Hours earning code 08 for Holiday Hours. Virtual TimeClock Integration Setup 1. Set up your export defaults. Choose Configure from the administration toolbar, then select Payroll Settings. Select the SurePayroll export format and click Setup. 3

2. Virtual TimeClock will automatically default to the earning codes that need to be used for SurePayroll. Virtual TimeClock uses the Other Hours earning code 08 for Holiday Hours. Under the Fields To Export list, click the Edit button if you need to make changes. 3. Sync your employee identification numbers. Choose Users from the Configure menu. Employee numbers in Virtual TimeClock must be identical to employee numbers in SurePayroll, or payroll hours will not be imported. 4

Exporting Payroll Hours 1. Choose Payroll Approval from the Virtual TimeClock administrative toolbar to enter the Timecard Review & Payroll Approval dashboard. Once all timecards have been approved, click Export. If a timecard is not approved, it will not be exported. Importing Payroll Hours 1. Upload your time clock export file. After registering for time clock integration, a new Time Clock Integration icon will appear on your Payroll Entry page in online payroll. Click the Time Clock Integration icon, and then click Browse to search for your time clock export file. Click Upload File to import your time clock file into online payroll. 5

2. Click Return to Payroll Entry to review, edit and approve your payroll hours. Disclaimer: Redcort Software attempts to accurately describe and facilitate the process of integrating Virtual TimeClock with various payroll service providers. Redcort Software, due to factors outside of it s control, makes no guarantee, stated or implied, that this integration guide will result in a successful import of time clock or payroll data to any other program or payroll system. Copyright 1986-2015 Redcort Software Inc. All Rights Reserved. Virtual TimeClock and Virtual TimeClock Pro are registered trademarks of Redcort Software Inc. All other names mentioned are trademarks or registered trademarks of their respective holders in the United States and other countries. Version 15.1!!!!!!! Revised 08.24.15 6