Period Ending proceedure

Period Ending proceedure

TimeTrak “Period Ending” Procedures
For TimeTrak
w/o Multi Period Processing.

 

 

 

1. Make all necessary TimeTrak edits and corrections.

2. Print Time Card Report (Optional)

a. Reports

b. TimeTrak

c. Time Card

d.  Selection Options, Then Proceed

3. Prepare Hours for Payroll

a. Period Ending

b. Prepare Hours for Payroll

c. Enter Beginning and Ending dates to be Paid

d. Enter Description for this “group of hours” Ex. W.E 03/11/06

e. Proceed

f. Proceed (On this screen you are setting your new current period)

4. Print Hours For Payroll Report

a. Reports

b. TimeTrak

c. Hours for Payroll

d. Select The Pay Group from Stage 3, Step d

e. Proceed

f. Set Reporting Options

g. Proceed

5. Create Payroll Interface

a. Period Ending

b. Create Payroll Interface

c. Select Interface

d. Select The Pay Group from Stage 3, Step d

e. Proceed

6. General Period End Maintenance (Once All the steps above are complete. And you are happy with the results)

a. Period Ending

b. General Period End Maintenance

c. You will notice the dates should be prior to the ones you just paid

d. Click Proceed

e. This will then Purge the dates selected, Move the dates you just paid to “Previous” and give you the new pay period to work with.

 

 

 

Side Notes:

If you prepared hours (Stage 3) for the wrong pay dates, or when printing the hours for payroll report (Stage 4) you found a mistake. You can remove those hours from payroll and re-select your dates to be paid, assuming you have not moved to stage 5.

 

To Remove Hours from Payroll (The report only; This does not effect the employee time cards and the edits you have already completed.)

 

1. Remove Hours from Payroll (Only if a mistake was found)

a. Utilities

b. TimeTrak

c. Remove Hours from Payroll

d. Select Pay Group from Stage 3, Step d

e. Proceed

f. Now, Start over with Stage 3 “prepare hours”

 

 

**If you prepared hours for payroll, then made additional edits to the time card before printing the hours for payroll report. These hours will not be on the report because they didn’t exist at the time you prepared.

 

You have an option to REMOVE ALL HOURS and START OVER. See above.

 

Or

 

You can prepare hours again. This 2nd prepare hours will find any hours that were adjusted or change since the first time you prepared hours.

 

Then, when you move on to Stage 4 Hours for Payroll. You may find 2 pay groups available. Group 1 would be the original file. And Group 2 would be what has changed since the first time you prepared and the 2nd.