Posts Tagged ‘export’

How To Transfer TimeCards to EasyPay

Tuesday, October 25th, 2011

Windows

One time procedure: Create a new folder under EasyData and name it “TimeCards”. Create a shortcut path to the TimeCard folder (i.e. network share) Example z:\EASYDATA\CTC142\Timecards\

EasyPay: the EasyPay Customizer module must already be installed and setup
before you can do your first transfer.

From TimeWellScheduled

  1. Approve timecards
  2. Select reports
  3. Select either:
    • Hours preparation report
    • Hour and shift preparation report
    • Hour, shift and pay preparation report
  4. Enter the required date range for the pay period
  5. Check all departments, hourly, active and verify if all the employees that fit this category are properly selected
  6. Compare to EasyPay report and verify if accurate, then print
  7. View and print report
  8. Export to: select EasyPay
  9. Right click the selected named report
  10. Save link using a meaningful file name like pp11_2011.txt
  11. Save the file to the shortcut path created (refer to OneTime
    procedure above)
  12. Check to ensure that the file was saved to the desired folder
  13. Make sure to use the correct file name and not the default
    name.

From EasyPay

  1. Close previous pay period
  2. Make any changes to employee profiles (i.e. terminations,
    activations)
  3. Print list of active employees using the click & pick reports
  4. Select Periodic
  5. Select Customizer Module
  6. Select import timecards
  7. Select create regular time cards
  8. Check to ensure correct pay period is showing. Change as
    required
  9. Select Import Folder/File, select the correct folder that has already
    been setup
  10. Click O.K. twice
  11. Verify that the timecards are there