Pyramid Time Systems TimeTrax Clock Informações Técnicas

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Página 1 - Software Reference Guide

Software Reference Guidepyramidtimesystems.comMODELS TTEZ, TTEZEK, TTEZPROXEK (PPDLAUBKN)

Página 2 - 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE6 CONNECT TERMINAL 888.479.7264CONNECT TERMINALPlease install and mount TimeTrax™ EZ, EZEK, or EZPROXEK Te

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TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE7pyramidtimesystems.com MOUNT TERMINALMOUNT TERMINALTo mount terminal. Hold mounting bracket ush against

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TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE8 INSTALL SOFTWARE 888.479.7264INSTALL TIMETRAX™ EZ SOFTWAREInsert TimeTrax™ CD into CD-ROM drive.Click “

Página 5

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE9pyramidtimesystems.com PAYROLL SETUPChoose “Yes” to continue to Payroll SetUp Screen.Click “Edit” to sta

Página 6 - SOFTWARE REQUIREMENTS

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE10 PAY CATEGORIES SETUP 888.479.7264PAY CATEGORIES SETUPClick “Yes” to continue.Click “Edit” to begin ◦Pay

Página 7 - FEATURES

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE11pyramidtimesystems.com EMPLOYEE GROUPS SETUPEMPLOYEE GROUPS SETUP1If using monthly or semi-monthly pay p

Página 8 - ACCESSORIES

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE12 ADVANCED EMPLOYEE GROUPS SETUP 888.479.72641If Automatic Lunch Deductions are enabled, there will be no

Página 9 - CUSTOMER SUPPORT

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE13pyramidtimesystems.com ADVANCED EMPLOYEE GROUPS SETUP1See pg. 36, Step 5 for QuickBooks Requirements &am

Página 10 - CONNECT TERMINAL

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE14 EMPLOYEE DETAILS SETUP 888.479.72641For QuickBooks users, please see section on Importing Employees fro

Página 11 - MOUNT TERMINAL

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE15pyramidtimesystems.com VERTICAL ICON BARSTo select “Payroll”, “Setup” or “Congure”, click buttons at to

Página 12

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE888.479.7264TIMETRAX™ PRODUCT & SOFTWARE LICENSING AGREEMENTCopyright © 2001-2013 Pyramid Time System,

Página 13 - PAYROLL SETUP

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE16 CONFIGURE 888.479.7264CONFIGURESet Date and TimeAdjust date, time, as well as Daylight Savings Time set

Página 14 - PAY CATEGORIES SETUP

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE17pyramidtimesystems.com CONFIGURECONFIGUREPreferencesChanges Date, Time Totals and Time of Day Format. Ch

Página 15 - EMPLOYEE GROUPS SETUP

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE18 CONFIGURE 888.479.72641It is strongly recommended to create a User Name and Password immediately for d

Página 16

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE19pyramidtimesystems.com CONFIGURECONFIGURETimeTrax™ SecurityUser Names and Passwords, as well as security

Página 17

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEUser LevelsFour levels of accessibility ◦Restricted Access to Punch Details, Payroll Details, Employee D

Página 18 - EMPLOYEE DETAILS SETUP

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE21pyramidtimesystems.com CONFIGURECONFIGURETimeTrax™ SecurityUser Names and Passwords, as well as security

Página 19 - VERTICAL ICON BARS

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE22 PAYROLL 888.479.7264PAYROLL Get PunchesAll TimeTrax™ EZ terminals (EZ, EZEK & EZPROX) will hold up

Página 20 - CONFIGURE

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE23pyramidtimesystems.com PAYROLL Punch DetailsDisplays In and Out punches. View, insert, edit and delete

Página 21

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE24 PAYROLL 888.479.7264PAYROLL Payroll DetailsAllows user to enter exceptions to employee payroll record a

Página 22 - 18 CONFIGURE 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE25pyramidtimesystems.com PAYROLLPAYROLL Assert Global Special PayPays all employees or group of employees

Página 23

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEpyramidtimesystems.com No rental, leasing or commercial hosting. You may not rent, lease, lend or prov

Página 24 - 20 CONFIGURE 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE26 PAYROLL 888.479.7264PAYROLL Workdays/WorkweeksSetup days Individual Employees, Employees within Employe

Página 25

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE27pyramidtimesystems.com PAYROLLPAYROLL Reports/ExportsReportsGenerate up to 10 Analytical Employee and Pa

Página 26 - PAYROLL

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE28 PAYROLL 888.479.7264PAYROLL Reports (cont.) Punch ReportPunches, Missed Punches, Absenteeism and Warnin

Página 27

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE29pyramidtimesystems.com PAYROLLPAYROLL Reports/ExportsReportsExport payroll to selected Payroll Provider.

Página 28 - 24 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE30 PAYROLL 888.479.7264PAYROLL QuickBooks Requirements ◦QuickBooks and TimeTrax™ must be installed on same

Página 29

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE31pyramidtimesystems.com PAYROLLPAYROLL QuickBook Requirements (cont.)In QuickBooks click “Edit”. Click “P

Página 30 - 26 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE32 PAYROLL 888.479.7264PAYROLL QuickBook Requirements (cont.)Select “File” Navigate mouse to “Open Previou

Página 31

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE33pyramidtimesystems.com PAYROLLPAYROLL Syncing Employees with QuickBooks Click “Setup” tab. Click on “Pay

Página 32 - 28 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE34 PAYROLL 888.479.7264PAYROLL Syncing Employees with QuickBooks (cont.)Click “Employee Import”. Check “As

Página 33

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE35pyramidtimesystems.com PAYROLLPAYROLL Syncing Employees with QuickBooks (cont.)Click “Yes” on Applicatio

Página 34 - 30 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE888.479.72647) APPLICABLE LAW. This EULA is governed by the laws of the State of Connecticut. Should You h

Página 35

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE36 PAYROLL 888.479.7264PAYROLL Syncing Employees with QuickBooks (cont.)On “Import Employee” Screen, caref

Página 36 - 32 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE37pyramidtimesystems.com PAYROLLPAYROLL QuickBooks Exporting RequirementsIn QuickBooks, click “Employee Ce

Página 37

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE38 PAYROLL 888.479.7264Exporting Hours to QuickBooks In TimeTrax™, click on “Payroll Tab”. Click on “Repor

Página 38 - 34 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE39pyramidtimesystems.com PAYROLLPAYROLL PAYROLL Exporting Hours to QuickBooks (cont.)Click “Browse” and fo

Página 39

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL ADP ExportClick “Reports/Exports”. Select “ADP” from Export Specications drop down. Select Pay Pe

Página 40 - 36 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL ADP Export (cont.)Enter Company Code provided by ADP. Select drive and location where export le w

Página 41

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Generic Text ExportClick “Reports/Exports”. Select “Generic Text” from Export Specications drop d

Página 42 - 38 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Generic Text Export (cont.)Under Delimiter, select “Comma” from drop down. Under Quoted?, select “

Página 43 - PAYROLL PAYROLL

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Heartland ExportClick “Reports/Exports”. Select “Heartland Payroll” from Export Specications drop

Página 44 - 40 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Heartland Export (cont.)Under Delimiter, select “Comma” from drop down. Under Quoted?, select “Yes

Página 45

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE1pyramidtimesystems.com TABLE OF CONTENTSTABLE OF CONTENTSTABLE OF CONTENTS . . . . . . .

Página 46 - 42 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Paychex Preview Export Click “Reports/Exports”. Select “Paychex Preview” from Export Specications

Página 47

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Paychex Preview Export (cont.)Enter Branch Number, Client Number and Site Number provided by Paych

Página 48 - 44 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Paylink Export Click “Reports/Exports”. Select “Paylink Export” from Export Specications drop dow

Página 49

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Paylink Export (cont.)Enter Branch Number, Client ID, Site# and Seq# provided by Paylink, and sel

Página 50 - 46 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL ProData Evolution Export Click “Reports/Exports”. Select “ProData Evolution Export” from Export Sp

Página 51

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL ProData Evolution Export (cont.)Enter Rate Codes provided by ProData Evolution. Select drive and l

Página 52 - 48 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Pay America Export Click “Reports/Exports”. Select “Pay America Format” from Export Specications

Página 53

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Pay America Export (cont.)Under Delimiter, select “Comma” from drop down. Under Quoted?, select “Y

Página 54 - 50 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Time Clock Export Click “Reports/Exports”. Select “Time Clock Format” from Export Specications d

Página 55

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Time Clock Export (cont.)Under Delimiter, select “Comma” from drop down. Under Quoted?, select “Ye

Página 56 - 52 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE2 SOFTWARE REQUIREMENTS 888.479.7264SOFTWARE REQUIREMENTSPlease verify system meets ALL requirements liste

Página 57

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Archive ReportsOnce payroll record is approved, it is placed in Archive. Archive Reports may be

Página 58 - 54 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDEPAYROLL Employee Details ◦Click “Employee Details”. Click “Add” or “Edit”. See pg. 14 for more info.57

Página 59

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE58 USING THE TIMECLOCK 888.479.7264Swipe card in the swipe channel from top to bottom.USING THE TIME CLOC

Página 60 - 56 PAYROLL 888.479.7264

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE59pyramidtimesystems.com TROUBLESHOOTINGTROUBLESHOOTINGFor troubleshooting information, visit pyramidtimes

Página 61

CONTACT US:For more information, visit pyramidtimesystems.com or call our technical support team at 888.479.7264 ext 1during regular business hours: 8

Página 62 - USING THE TIME CLOCK

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE3pyramidtimesystems.com PRODUCT OVERVIEW & FEATURESPRODUCT OVERVIEWThank you for choosing the TimeTrax

Página 63 - TROUBLESHOOTING

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE4 UPGRADES 888.479.7264UPGRADESTo add employees or enhance software capabilities, software upgrades are av

Página 64 - Monday-Friday

TIMETRAX™ EZ SERIES SOFTWARE REFERENCE GUIDE5pyramidtimesystems.com CUSTOMER SUPPORT & WARRANTYCUSTOMER SUPPORT ◦TimeTrax™ Help Click “Help” fro

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