Andrew
Articles
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Timesheets - Importing Into a Pay Run
In this article, we will look at the timesheet approval process and then import the approved timesheets into the pay run. Employee Setup In order to make sure there is no ‘double up’ of hours in t...
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Employee Import via Excel / CSV
Importing Employees from an XLSX or CSV file is a great way to get set up and running quickly.Iit is also a handy way to perform bulk updates of employee data. Please be aware if your business ...
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How to Automate Public Holiday Pay with Rule Sets
This article will take a look specifically at public holidays and how to automate public holidays so that the pay run automatically assigns public holidays rates and public holiday conditions to a ...
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Timesheets - Enabling Services
The Timesheets settings page allows you to configure your business to receive timesheets from your employees. It allows your employees to enter their timesheet data through the Employee Self Servic...
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Mapping Deduction Categories for your General Ledger
When you are Setting up Deductions and use a journal service you will need to map your deduction categories to your GL accounts. To Map the GL Deductions category transaction accounts select: 'Pay...
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Data Extracts
There are a number of data extracts available from within your payroll file which can be exported as both CSV and Excel files. To download data extracts from within your payroll file, navigate to t...
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Opening Balances Settings
The purpose of the Opening Balances settings page is to: allow the user to configure the initial financial year for the business; import/export employee opening balances; and import/export histori...
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Import/Export Employee Opening Balances (Initial Values)
Exporting employee opening balances allows you to then perform a bulk import to update all employee initial values at once. The purpose of this function is described in more detail here. Exporting ...
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How do I map GL (General Ledger) accounts?
Once you have connected a journal service and imported your chart of accounts, you can map those accounts to different payroll transaction types, or to an employing entity. To view our YouTube vide...
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Time and Attendance Kiosks
To manage Time and Attendances Kiosks (aka 'Soft Clocks'), go to the 'Time and Attendance' section under (Business Management) Payroll Settings.A short video on this setup can be found here.Adding ...