Configure Payroll Settings for Timesheets

Éléments à prendre en compte

  • Autorisations utilisateur requises

  • Pour ajouter des utilisateurs à la liste de distribution par e-mail, ils doivent être répertoriés dans l’annuaire de votre entreprise.

Conditions préalables

  • Votre entreprise doit activer les outils Gestion des ressources de Procore.

  • Votre entreprise doit disposer de la licence Resource Management de Procore.

Steps

  1. Navigate to the company's Timesheets tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Click the Payroll tab.

  4. Update the settings under the following sections:

    • Payroll Settings

      • Select your company's Default Work Week.

      • Beta

        Company Administrators can enable the Timesheets - Closing A Pay Period beta in Procore Explore. (US 2 | UK)

        • Select your company's Pay Period Frequency.

        • Click the Email Distribution field, then enter and select the names of the users to be notified when a time entry has been created for a closed pay period.

        • Enter the Custom Message an employee will be sent when they submit a timecard for a closed pay period.

    • Manage Time Types

      1. Mark the checkbox next to the time types you want to show in the Timesheets tool.

      2. Optional: To add a new time type, enter the Type and Abbreviation, then click Add.

    • Payroll Export Settings

      1. Select your supported payroll system to transfer entries from Company Timesheets.

        • QuickBooks® Desktop (2021 or before)
          Select this option for all versions of QuickBooks® pour ordinateur de bureau when you also use QuickBooks® Time. (This includes QuickBooks® pour ordinateur de bureau for 2022 and after when you also use QuickBooks® Time.)

          1. Drag and drop the Timer List IIF File you exported from QuickBooks® Desktop 'Attach Files' area. This file provides the data tables Procore needs to export your time entries back to QuickBooks® pour ordinateur de bureau later.

            •  Important

              If the IIF file contains data, the Time Types and Employee Names in QuickBooks® pour ordinateur de bureau must exactly match the Time Types and User/Contact Names in Procore.

        • Quickbooks® Desktop (2022 or after)

          Note
          • After selecting this option, you can attach the IIF file that you exported Procore's Company level Timesheets.

          • This option is intended for customers who upgraded to QuickBooks® pour ordinateur de bureau 2022 or after without purchasing Quickbooks® Time.

           Important

          If the IIF file contains data, the Time Types and Employee Names in QuickBooks® pour ordinateur de bureau must exactly match the Time Types and User/Contact Names in Procore.

        • Sage 300 CRE®

          Notes

  5. Click Save.

See Also

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