How do I update Payroll?

Payroll

Run Update Payroll to transfer employee hours from Timekeeping to Payroll so you can calculate pay checks. You can run this routine from Timekeeping or Payroll.

 

Updating Payroll from Timekeeping

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Set up the options.

Selection criteria

Include time manually entered or imported

Updated time from Connect Online

Update hours that have already been updated

Print Report, Report Only, or No Report

3. Do not select the checkbox titled Update Hours That Have Already Been Updated.

4. Click GO (CTRL+G).

Timekeeping updates hours for the selected employees and date range.

2019Jan17

Updating time manually entered in Timekeeping

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Click to select the checkbox titled Include Time Manually Entered or Imported.

3. Set up the Selection Criteria.

4. Click GO (CTRL+G).

Timekeeping updates time entries that have been manually entered in Timekeeping.

2019.05, 2019Mar05

Updating time entered from a third party application

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Click to select the checkbox titled Include Time Manually Entered or Imported.

3. Set up the Selection Criteria.

4. Click GO (CTRL+G).

Timekeeping updates time entries that have been imported from a third party application.

2019.05, 2019Mar05

Updating time entered from Connect Online

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Click to select the checkbox titled Include Time from Connect Online.

3. Select an option from the Update x Hours drop-down list.

Use Only Approved to update time entered that has been approved. Approved timesheets will be included. Unapproved timesheets will not be updated.

Use Approved or Submitted to update time entered that has been submitted for approval and time entered that has been approved. Approved timesheets and unapproved timesheets will be updated.

4 Set up the Selection Criteria.

5 Click GO (CTRL+G).

Timekeeping updates the selected time entries from Connect Online.

2019.05, 2019Mar05

Updating Timekeeping from Payroll

1. Run Connect Payroll > Organization > Import Hours from Timekeeping.

2. Click GO (CTRL+G).

The employee hours from Timekeeping are updated to the Payroll application.

2019Jan17

Updating employee time transactions that have already been updated

When you use Timekeeping to post payroll transactions to the General Ledger application, the system flags the transactions as updated, which prevents the transactions from being posted more than once. In the event that the transactions were posted incorrectly, you can use Update Hours that have already been Updated to reset the updated flag so you can post the payroll transactions again.  

Do this...

1. Use Payroll > Employees > Modify Existing Employees to delete the time transactions that will be replaced.

2. Open Connect Timekeeping > Organization > Update Payroll.

3. Set up the routine to select the employee and work dates with the hours to re-post.

4. Click to select the checkbox titled Update Hours That Have Already Been Updated.

5. Click GO (CTRL+G).

Timekeeping removes the "updated" flag from the updated transactions and posts the employee's hours to Payroll.

2019Jan17

Updating time entered by employee position

To filter time entries by employee position, can add EmployeePosition.Position Type to the Selection Criteria. You can sort time entries by employee position for

• Employee Position Employee Type

• Employee Position End Date

• Employee Position Estimated Annual Hours

• Employee Position  FTE Percent

• Employee Position  Hourly Rate

• Employee Position  Pay Period Frequency

• Employee Position  Position Type

• Employee Position  Primary Position

• Employee Position Sequence Number

• Employee Position Show Manual Allocations

• Employee Position  Start Date

Do this...

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Double-click the Column heading in the Selection Criteria.

Column heading

The Selection form displays.

 

3. Scroll down to the section that starts with Employee Position and double-click an employee position description to move it to the Selected Criteria Fields field.

Employee Position fields

4 Click OK.

The employee position field is added to the Selection Criteria.

5. Define the value.

Double-click ALL to select the position type to filter the time entries.

ALL value

Now, finish setting up the Update Payroll options and run the routine.

2019.05, 2019Mar05

Updating time entered by department

To filter time entries by department, change the value of Department.Department in the Selection Criteria to the a select a specific department.

Department.Department value in the Selection Criteria

Do this...

1. Open Connect Timekeeping > Organization > Update Payroll.

2. Find Department.Department in the Selection Criteria and double-click ALL.

Department.Department value in the Selection Criteria

The Enter Values form displays.

 

3. Enter the department.

You can type in a department name. You can use a comma to separate departments. You can also use Search to look up department names.

Enter Value field in Enter Values form.

4. Click OK.

5. Set up the remaining options and then run the routine.

Connect updates time entries for the selected departments.

2019.05, 2019Mar06

Options

Selection criteria

Set up the selection criteria to choose which employee hours to update to Payroll.

Include time manually entered or imported

Timekeeping users can enter employee hours in Timekeeping and import employee hours from a third-party timekeeping application.

Do you want to include time manually entered or imported in Timekeeping?

• Yes, include time manually entered or imported. Selecting this checkbox will update employee hours from Timekeeping that were entered manually or update employee hours imported from a third-party timekeeping application.

• No, do not include time manually entered or imported. Removing the checkbox will not update employee hours  entered manually in Timekeeping or update employee hours imported from a third-party timekeeping application. .

Updated time from Connect Online

Employees can use Connect Online to enter hours worked. Use this option to update employee hours entered in Connect to the Payroll application.

Do you want to include employee hours entered in Connect Online?

• Yes, include time entered in Connect Online. Selecting this checkbox will update employee hours from Connect Online to Payroll.

• No, do not include time entered in Connect Online. Removing the checkbox will not update employee hours entered in Connect Online to Payroll.

Update hours that have already been updated

See the section titled Updating employee time transactions that have already been updated.

Print Report, Report Only, or No Report

2019Jan17

 

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