Applies to versions: 1.5
Fortune 1000 Export Settings
TimeIPS Payroll Export can generate a file with your payroll data. Using the Payroll Integration with Benefits Tracking (IPSQBI) optional module, TimeIPS can generate a file containing your payroll data that is formatted for import into the Fortune 1000 payroll application.
Security Level Required: Payroll Administrator
Using the left pane Main Menu, click on: Administration » Payroll and Reports » Payroll Export
Step 2: Configure Export
Before you export:
- After selecting your export contents (date range, employees and export format), click on the Continue to Step 2 --> button.
- The first time you run a payroll export, you will be asked to provide a "preset", or template, for your export. Click on the Add Preset button to configure your payroll preset.
- OR -
If you already have a defined preset you wish to use, select the preset name from the Export Settings pull-down, then skip to Step 4.
NOTE: A Preset is a set of stored settings that are used each time a payroll file is generated. If your settings change from one group of employees to another, you may create multiple presets and select the preset that applies for the group you are exporting at the time.
- The preset window will appear. Enter the Preset Name, then click on Save Settings.
- (Optional) Enter a descriptive Comment to assist in differentiating past and future payroll runs.
NOTE: If you decide not to calculate time for your payroll export at this time, click on "<-- Back to Step 1"
- Once you are ready to calculate payroll, click on the Continue to Step 3 --> button. TimeIPS will calculate your payroll and generate the Fortune 1000 export file based on the settings in the selected Preset.
- Once payroll has been calculated, your screen will refresh back to Step 1 and you will see your pending export at the bottom of the screen. Click on Mark Paid to examine your export file and/or to export the file into Fortune 1000.
NOTE: TimeIPS locks the selected payroll events from editing while the payroll is in Pending status. This prevents employees from adjusting time events that are being processed for payroll.
- Click on the file name link (PIMPORT.001 in the example below) to view the contents of the export in a text application such as Notepad. Once you have confirmed that the contents have exported correctly, click on Yes, the export was accepted to import the file into your Fortune 1000 payroll software, or click the <-- Cancel button to return to Step 1.
NOTE: Once your transactions have been payrolled, TimeIPS will lock the time events from future edits.
- When your payroll has been successfully imported into your Fortune 1000 payroll software, the screen will refresh and you will see that the "Mark Paid" status has changed to Payrolled.
As you continue to export payroll, TimeIPS will maintain a list of all of your payroll exports. The latest export will always be at the top of this list.
- To review the contents and settings of any payroll export, click on the corresponding link under "Export Comment". Your Payroll Export Details will be displayed.
Payroll Export (TimeIPS Version 1.5) (1.5)
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