Timerack integration overview

Start services with Timerack

Toll free number:
951.284.1500 ext. 1
Email:
sales@timerack.com
Website URL:
www.timerack.com

Set up Timerack clients in Accounting CS Payroll

Select
Setup
then
Clients
.
Select the existing client name then select
Edit
, or add the new client then select
Edit
.
Go to the
Payroll Information
tab and mark the
Time Rack
checkbox.
Select next to
Payroll Schedules
.
In the
Payroll Schedules
window, select a payroll schedule then select
Edit
.
In the Time Entry Method section, choose
Import
, then select
Timerack
from the
Source
dropdown.
Select
Enter
to save your changes, then select
Done
.
Select
Enter
again in the
Clients
screen.

Set up steps for firms and clients not using the Timerack HR module: Onboarding feature

Select
Setup
then
Employees
.
Set up your employee.
Go to the
Main
tab of the
Employees
screen and make sure the employees have at least 1 department associated with their primary work location.
If the employee uses multiple payroll schedules, select the
Timerack pay schedule
in the
Primary payroll schedule
field. You can select other pay schedules in the
Alternate payroll schedule
field if you need to.
Go to the
Personal
tab and make sure that a hire date is entered for each employee.
Go to the
Payroll Items
tab and make sure that each employee has at least 1 active pay item set up.

Set up basic client information.
Set up pay policies to match the Accounting CS Payroll schedule. Verify that the month, day, and year are the same.
Perform system updates in Timerack to sync Accounting CS with Timerack.

Set up steps for firms and clients using the Timerack HR module: Onboarding feature

Set up basic client information.
Set up pay policies to match the Accounting CS Payroll schedule. Verify that the month, day, and year are the same.

Add employees in Timerack.
Perform system updates in Timerack to sync Accounting CS with Timerack.

In Accounting CS, select
Setup
then
Employees
. Accounting CS automatically checks for new employees that were created in Timerack and shows a list of those employees.
Review the list of employees then select
OK
to import them in Accounting CS.
For each imported employee, do the following in the
Employees
screen:
In the
Main
tab, select 
Address Verification
to verify the employee address.
In the
Accruable Benefits
tab, mark the checkboxes for the applicable accruable benefit items to make them active on the employee record.
In the
Payroll Items
tab, mark the checkboxes for any pay, deduction, and employer contribution items to make them active on the employee record.
In the
Payroll Taxes
tab, enter the employee's federal and state withholding and allowances.
In the
Direct Deposit
tab, enter any applicable direct deposit allocations for the employee.

Process payroll checks for Timerack clients

Select
Actions
then
Enter Batch Payroll Checks
.
Select the Timerack client in the client selection list and select the appropriate payroll schedule. The application will check for changes from Timerack.
An Updates window will show any existing changes. Review the changes and, if necessary, reject any by marking the
Reject
checkbox next to the updated information. Select
OK
to accept all other changes and close the window.
The payroll check information is imported from Timerack.
Enter
,
Suspend
, or
Cancel
the batch as appropriate.

Important limitations or exceptions to consider

Client records need to be added and deleted in Accounting CS and then sent to Timerack.
When Timerack information is imported, only the employees who are included in the Timerack file are displayed in the
Enter Batch Payroll
screen. If some employees are assigned to the payroll schedule but not included in the Timerack file, you'll need to use the
Enter Transactions
screen to enter their payroll checks.
New payroll items and accruable benefit items can be added only in Accounting CS. Those items are then sent to Timerack, where you'll need to accept those changes.
Timerack doesn't currently support the import of deduction items. However, any deduction items that you set up for an employee in Accounting CS will be calculated on payroll checks after time entry is imported from Timerack. You'll need to make any manual amount adjustments to the deduction items in Accounting CS.
Timerack time entry doesn't let you specify time worked as Regular hours, Overtime hours, or Accruable Benefit Hours Used.  Therefore, we strongly recommend that you don't create separate payroll items for Overtime Hours, PTO, Vacation, or Sick Pay, etc.
Accruable benefits need to be set up as accruable benefits, not as pay items.
Regular, Overtime, Double-time, and Accruable Benefit hours are imported to the employee's default payroll item as they are set up in Timerack. The hours can't be mapped to another payroll item in Accounting CS.
Accounting CS won't send updates to Timerack for employee records that are marked as
Inactive
.
Currently, for
Fixed Amount
type pay items, you can't enter both hours and amounts in Timerack before you import into Accounting CS. You can enter either the amount or the hours via Timerack, and you'll need to enter the other in Accounting CS.
All employees are synced with Timerack, regardless of the selected payroll schedule, unless you've marked the
Exclude salary employees
checkbox in the
Payroll Information
tab of the
Clients
screen.
To avoid problems with synchronization between Accounting CS and Timerack, employees should only be added in Accounting CS, and then imported to Timerack.