Timesheet Entry

Solution Properties

Solution ID:

200427112218741

Last Modified Date:

Wed May 15 14:14:35 UTC 2024

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Timesheet Entry

Description

You can use Timesheet Entry to quickly and easily enter the payment hours for a a group of employees.

Alternatively, if you find it easier to enter the information into Microsoft Excel, you can simply import the payment information using a Timesheet template.

Cause

Resolution

Before you use Timesheet Entry, you must select the Include in Timesheet Entry check box within the pay element setting.

After you enter the hours for each payment and deduction, you can send the timesheet information to Microsoft Excel. You can also choose to create a template which you can edit in Excel, then import into Sage 50 Payroll each pay period to update employee hours.

NOTE: You must assign Pay elements to the employee record in order for them to appear in Timesheet entry. Set up and assign payments >

Pay element settings

You must set up your pay elements to appear in Timesheet Entry >

Click Company, then click Pay Elements.
Click Edit, then select the Include in Timesheet Entry box.
Ensure all other settings are correct, then click OK.
Click Deductions, then select the relevant deduction.
Click Edit, then select the Include in Timesheet Entry check box.
Ensure all other settings are correct, click OK, then click OK.

Enter hours for payments and deductions

Once your pay elements are set up, you're ready to easily enter hours against your payments and deductions >

Select the required employees, then click Payroll.
Click Timesheet Entry, then select either Employee Reference or Works Number.
Click into the first payment column, then type in the hours value.
To move to the next payment, press the Tab key.
If required, click Print, then click Print.
Click OK, then click Close.
To enter deduction information, click Deductions, then repeat steps 3 to 6.
Click Save.
To ensure that your employees' pay recalculates using the values that you've entered, click Tasks.
Click Recalculate, then click Yes.

Send timesheet data to Excel

If you'd like to view your timesheet information in Microsoft Excel, you can easily export your data >

Select the required employees, then click Payroll.
Click Timesheet Entry, then select either Employee Reference or Works Number.
Enter or amend the employees' hours as required, then click Send to Excel.
Edit and save the spreadsheet as required, then click File.
Click Exit, then click Save.

Create an import template

If you'd like to enter hours in Microsoft Excel, you can export a timesheet file from payroll. You can then edit this in Excel, ready to import back to payroll.

Export your timesheet information to create an import template >

Select the required employees, then click Payroll.
Click Timesheet Entry, then click Create Template.
Edit and save the spreadsheet as required, then click File.
Click Exit then, to create an import template for deductions, click Deductions.
Repeat steps 2 and 3, then click Cancel.

Import a Timesheet Entry template to payroll

If you've created a template and edited the hours, you can import your timesheet template to your software >

Click File, then click Data Import.
Click Import Sage Payroll Data, then click Next.
Click Timesheet Payments, then click Next.
Click Browse, then locate the correct file.
Click Finish then, to print the Import Results window, click Print.
Click Close.

To import deductions repeat these steps but select Timesheet Deductions in step 3.

[BCB:138:Limitless - 50 Payroll - Process Pay Run:ECB]

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