NOVAtime Payroll Processing Quick Guide 1.07

NOVAtime Quick Processing

Guide

Overview

The purpose of this document is to provide step-by-step instructions on processing a payroll file using the Payroll Export function.

Table of Contents

Administrator Approval............................................................................................................................................2 Payroll Page .............................................................................................................................................................2 Run Report................................................................................................................................................................3 Generate Payroll Export File ..................................................................................................................................4 Paying Inactive .........................................................................................................................................................4

1

Administrator Approval

Verify that all timesheets have been approved.

Approval Procedure

1) Log into SWS and view the Dashboard page.

2) Use the Dashboard Approval Status gadget for a quick overview of how many timesheets are in Open, Submit, or Approved status.

3) Go to Attendance / Overview. Select the previous pay period and filter the employees you want to include in your payroll file. You can see which departments/locations, etc., still have unapproved timesheets.

Payroll Page

How to Process Payroll

1) Select, the Process tab

a) Click "Generate a new payroll file b) Pay period box ? click Refresh period or select

the desired pay period

c) Prepay rule - not used in most payroll processes. Can be used when payroll is being processed early. Time will be calculated based on employee's schedules and/or shifts.

d) Special Options box ? expand a. Depending on the options you select, the payroll file may take longer to process. b. Do not lock timesheets should be checked only if you are testing. Normally, timesheets should be locked (put into Payroll Status) as a part of the payroll process to ensure that future edits to the timesheet cannot be made accidentally.

c. Skip Accrual Processing is recommended. Most systems have been configured to run an Accrual Processing event as a separate scheduled event.

2

e) Use the Filter area to select which employees, departments, etc., you want to include in your payroll file.

f) Use the Filter area to select which employees, departments, etc., you want included in your payroll file.

g) Click Process at the top of the page. h) A dialog box will ask you to confirm the number of employees and the filters you selected. i) Watch the message under the Process button ? when it gives you a message that the

"Payroll Process was completed..." and starts updating employee schedules you can go to the next step.

Run Report

1) Select the Report Tab a). Click the + sign to expand the Payroll templates b). Select the desired report

3

c). Click the Preview Tab to view or use the features on the Properties tab to format your report first

d). You can save the report while in Preview

Note: The Detail Report and the Summary Report are the most commonly used reports.

Generate Payroll Export File

Select the Export tab

a) Click "Process" b) When you see a Status message indicating that

"The Export Payroll Process was completed..." ? click on "Payroll Bridge #1" again to clear the computer's cache and ensure you are pulling the correct pay data. Verify completed date/time. c) Then, click Download to retrieve your payroll file. Be sure to save this file so you can import it into your payroll system.

Paying Inactive

To include inactive employees in the payroll file, there is a setting in Company Setup > System Setup > Miscellaneous > Accrual/Payroll > Transfer Punch data to Payroll for Inactive Employees. This will enable additional settings on the Payroll > Process Data page allowing you to select either all employees or just active. Open Special Options and check the box that says "Only process "Inactive" or "Leave without pay" employees if punches exist.

Filter: When selecting the employees to be included in the payroll file.

1. Use the Filter/All buttons to select the employees, or groups desired. 2. Select Employee Status and move "Inactive" to the Selected Items box on the right.

4

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download