![]() ![]() Click the “Edit Section” button on the Basic Information page, and scroll down to the Accounting Package Person ID field: Once you are here, click into the Person Details page by clicking the pencil icon for the user you want to update. To do this, start by going to the Company -> People page. Last you will need to configure the users in your account so that the export can successfully map employees in ClickTime to their corresponding profiles in Paychex. Repeat this for all the leave types you will be exporting from ClickTime. Then click "Edit Section" for Basic Information section and you will see the Accounting Package ID field, as shown here:Įnter the value corresponding to the Pay Component for this time off type in your organization’s Paychex account and click "Update". Once here, find the Leave Type you need to configure, and click the Pencil icon on the right hand side of the screen. To set up an Accounting Package ID for your Leave Types in ClickTime, start by navigating to Company -> Preferences -> Leave Types page: This will ensure the report will successfully generate for any timesheet period it is run on. We recommend configuring all active leave types (Approval Required, Approval Not Required, Company Holidays, Externally Managed) with an Accounting Package ID value. This ensures that Time Off in ClickTime will be properly mapped to the corresponding time off type in Paychex. Please note: the report will not execute if attempting to export a time off entry for a Leave Type that does not have an Accounting Package ID associated with it.Įach Leave Type’s Accounting Package ID should correspond to the value for that time off type in your organization’s Paychex account. This step is necessary in order to be able to execute the report. The next step in order to be able to run the report is to add “Accounting Package ID” values to all your Leave Types you plan on exporting. From the Company -> Preferences page, scroll down to the Custom Fields section, where you will see the newly created fields.Įnter your Paychex Company ID and Pay Component in these fields and click "Save". Once you’ve created the Company ID and Pay Component custom fields, you can go to the Company -> Preferences page to enter these values into the custom fields. Please note: The values for the Custom Field Name and Display Name must match exactly what is specified above in order for the report to function correctly (these values are case sensitive). Custom Field Name: Paychex Pay Component.When creating the custom field for your Paychex Pay Component, set the following fields to these values (as shown in the image below): Once you know this value, you can again create a custom field in ClickTime to store this information, following the same process as above. When configuring this value in ClickTime, it should be an exact reflection of the value used in Paychex to indicate worked time. This enables Paychex to identify worked time filed in ClickTime when using the export to run payroll. The next step is to configure your company's value for worked time, referred to by Paychex as the "Pay Component". Once here, set the following fields to these values: To begin adding the custom field, go to the Company -> Preferences -> Custom Fields page:Īnd then click “Add Custom Field” in the upper right hand corner. Once you know this number, you can begin the process of creating a Custom Field in ClickTime to store this information. The ID should be the ID associated with your organization’s Paychex account. The first step is to configure your Company ID. ![]() Please also note that this report can only be run/downloaded by someone with Administrative access to ClickTime.īefore you can run Paychex Payroll Export, you will need to first configure your account with the necessary information.Ĭompany ID and Paychex Pay Component for Worked Time Company ID & Paychex Pay Component for Worked Time.If you do not know these values, please check with your representative at Paychex (or Paychex Support) so you can enter the correct values into ClickTime. In order to use this report, you will need to know your Paychex Company ID and Pay Component, as well as the codes for all Leave Types and all Employees. Our Paychex Payroll Export generates a comma-separated value (CSV) file that complies with Paychex’s timesheet import format, making the process of running payroll on your ClickTime data as seamless as possible. ClickTime’s Paychex Payroll Export offers an easy way to export approved timesheet data out of ClickTime and into Paychex for the purpose of running payroll. ![]()
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