PROCEDURE PAYROLL PROCESSING-TSHEETS &QB-Payroll Processing

Processing Weekly Payroll: Overview:

Employee Submit Hours Worked-For Approval (TSheets):

Go to TRACK > Submit Time

Verify time recorded for the current payroll run week pay period

Click Submit Time

Make sure each date in the pay period is checked, click Submit

Employee Submit Paid Time Off -For Approval (TSheet):

Go to TRACK > Paid Time Off (PTO)

Select the date and the appropriate PTO code

Enter the number of PTO hours used, then click Save

Supervisor Approved Submitted Timesheets (TSheets):

Go to REPORT > Approvals Report

Select the report dates “By pay period” click Run Report

To view detail, click “view detail” under the total hours OR tap plus sign

Click Approve

Supervisor How to Unapprove or Reject Employee Time sheets (TSheets):

HR QB Import Approved Time sheets (QB):

HR Review , Print & Save your QB Sync Log Report in Tsheets (TSheets):

HR Save Employee Timesheets To Payroll Drive:

Employee Commission Submission:

HR Save Employee Commission Sheet To Payroll Drive:

HR Update Commission Spreadsheet:

HR QB Create Paychecks For Hourly & Commission:

Clark Split Time Accordingly Credit Repair /Funding-Pay Difference

Enter Commissions On Paycheck

Make Sure Direct Deposit Checked

Verify employees Have No Commission Sheets Is Correct

PTO Employee Calender:

Attach Employee Timesheet To Their Paycheck:

Supervisor Approve PTO Time Off:

Checklist Of Items To Review:

Lunch Breaks-Make sure a 30 minute lunch break is entered for each day if not manually enter one

Overtime-Wesley must sign off

GPS Location Report-Print gps location report and include for final sign off on payroll

Tsheet Sync Log

Processing Weekly Payroll: Overview:

1

Must be submitted by Wednesday at 2:00
2

SEF pay period is from Sunday To Saturday

Example:

Check Date: 1-26-17
Pay Period Would Be: 1/14/18 to 1/20/8

Tsheets: sefinancial.tsheets.com

Employee Submit Hours Worked-For Approval (TSheets):

Go to TRACK > Submit Time

Verify time recorded for the current payroll run week pay period

Click Submit Time

Make sure each date in the pay period is checked, click Submit

Employee Submit Paid Time Off -For Approval (TSheet):

Note: To avoid losing your entries, click SAVE after entering each week’s PTO

A reminder to submit hours worked will be emailed per the Human Resources Bi-Weekly Pay Schedule

Go to TRACK > Paid Time Off (PTO)

Select the date and the appropriate PTO code

Enter the number of PTO hours used, then click Save

Supervisor Approved Submitted Timesheets (TSheets):

1

Go to REPORT > Approvals Report
2

Select the report dates “By pay period” click Run Report
3

To view detail, click “view detail” under the total hours OR tap plus sign
4

Click Approve

1

Make sure pay date range is Sunday To Saturday -same as Quickbooks payroll date
2

Employees- Choose All
3

Show Hour Totals In-Choose HH:MM
4

Sort Employees By-Last Name
5

Sort By Group Name-No

Go to REPORT > Approvals Report

Select the report dates “By pay period” click Run Report

To view detail, click “view detail” under the total hours OR tap plus sign

Click Approve

Supervisor How to Unapprove or Reject Employee Time sheets (TSheets):

1

Go to REPORT > Approvals Report
2

Select the report dates “By pay period” click Run Report
3

To unlock employee’s timesheet, click Unapprove
4

To reject it, click Reject
5

Enter the reason for rejection and click Send

HR QB Import Approved Time sheets (QB):

1

QB-File-Update Web Service

1

Web connector opens-put check mark in first box (right before application section)

1

Click update selected
2

Wait for application process to be 100% & status says complete

HR Review , Print & Save your QB Sync Log Report in Tsheets (TSheets):

1

Tsheets-quickbooks-view sync log

1

Review the log for any errors & look at times for employees make sure correct

1

Choose date you exported to QB-right click-print to pdf

1

File Save Location

Server/Computer: \MGMT

Folder: Payroll

Subfolder : : Payroll TSheets Sync Log Reports

SubFolder: Year

Subfolder: Month

Example File Name Structure : TSheets _QuickBooks Desktop Integration Sync Report 1-4-18 through 1-20-18

Example Folder Path: : \MGMTPayrollPayroll TSheets Sync Log Reports20181 JAN

1

File Naming Format

TSheets _QuickBooks Desktop Integration Sync Report 1-4-18 through 1-20-18
Change dates

HR Save Employee Timesheets To Payroll Drive:

1

TSheets-Report-Payroll Report

1

Reports date is payroll run Time Periods-compare date to QB pay period dates

1

Employees choose all-show hours to MM-sort employee by last name

1

Payroll report appears-choose open as PDF-save as .. see below

1

File location-and create pay period folder

Server: \MGMT

Folder: Payroll

Folder: Payroll Timesheets

Folder: 2018

Folder:01 JAN

Create this pay period folder: 1-14-18 through 1-20-18

Example All Employee PDF Naming: All Employee Timesheets._1-4-18 to 1-20-18

Example Whole Path:\MGMTPayrollPayroll Timesheets20181 JAN1-14-18 through 1-20-18

1

File naming all employee PDF- All Employee Timesheets ._1-4-18 to 1-20-18Se

1

Extract" all employee "time sheet PDF into individual employee time sheet saves

1

Open PDF
2

open bookmarks section
3

click page thumnails
4

highlight all thumbnails-right click-select extract pages-from first page to last-click extract pages as separate files
5

Save to -Example Whole Path:\MGMTPayrollPayroll Timesheets20181 JAN1-14-18 through 1-20-18
6

Rename individual employee timesheet by putting employees last name in from - Example Adams-Payroll Timesheets._All Employees_1-4-18 to 1-20-18 1

Employee Commission Submission:

Email For Payroll Department: [email protected]

HR Save Employee Commission Sheet To Payroll Drive:

1

Save employees commission sheets to payroll server
2

network-MGMT-payroll-payroll commissions-year-month
3

create folder for pay period - name structure 1-14-18 through 1-20-18
4

save commission sheet here - naming structure Harper-Commission Sheet-January 14-20

1

Location

Example \MGMTPayrollPayroll Commissions20181 JAN1-14-18 through 1-20-18

1

File Name

Example: Harper-Commission Sheet-January 14-20

HR Update Commission Spreadsheet:

1

Update Commission Paid Spreadsheet
2

Location- \MGMTPayrollPayroll Commissions

HR QB Create Paychecks For Hourly & Commission:

1

QB-Employee-Payroll Center

1

Start Scheduled Payroll

1

Bank Account -CASH:0-1010

1

Pay Period Ends -Last Date Of Pay Period

1

Check Date-Friday Following Pay Period End

1

Check Options-Direct Deposit-Print DD on check stock(this queues direct deposit)

Check Options:

Print paychecks on check stock to queue paychecks for printing in QB
Direct Deposit Options
- click print DD on check stock to queue direct deposit
- Click assign DD number to prevent direct deposti from being placed in check printing que

1

Verify Pay Period & Check Date
2

Pay period ends last date of timepunch (Sunday-Saturday)
3

Check date is following friday .. date employee receives paycheck
4

Example: pay period 1/14/18 through 1/20/18 ... Check date is 1/26/18

1

Unclick Any Employees With Zero Time Or Pay

1

Open Paycheck Detail

1

Verify Hourly time is correct & Salary From TSheets -QB and tsheet comparison
2

pull up -tsheets-report-approval report-on ne side of screen & qb on other