How to set up and use Timesheets Entry in Sage 50 Payroll.
Description
You can use Timesheet Entry to enter the payment hours for a group of employees.
Alternatively, if you find it easier to enter the information into Microsoft Excel, you can import the payment information using a Timesheet template.
NOTE:
Ensure your pay element names use letters or numbers only. Special characters will cause any subsequent import to fail.
Resolution
Before you use Timesheet Entry, you must select the Include in Timesheet Entry checkbox 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 to edit in Excel, then import to payroll each pay period to update employees' hours.
Assign Pay elements to the employee record for them to appear in Timesheet entry. For help with doing this, follow the set up payments article.
Pay element settings
Timesheet entry only includes pay elements that you've configured
▼ 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 checkbox.
- Ensure all other settings are correct, click OK, then click OK.
Enter hours for payments and deductions
Once you've set up your pay elements, you're ready to ▼ enter hours against your payments and deductions.
NOTE:
If any payments say (disabled) and you need to use them, right-click the payment name and select Enable.
- 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
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
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 a CSV (Comma delimited) file, 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.
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