Pyramid Time Systems PPDLAUBKN manual

Software R eference Guide pyramidtimesystems.com MODELS TTEZ, TTEZEK, TTEZPROXEK (PPDLAUBKN)[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 888.479.7264 TIMETRAX™ PRODUCT & SOFTW ARE LICENSING AGREEMENT Copyright © 2001-2013 Pyramid Time System, LLC P ortions of this program Copyright © 1991-2005 Microsoft Corp. P ortions of the report generation software are distributed under a licensing agreement with Data Dynamics, Ltd. P ortio[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE pyramidtimesystems.com No rental, leasing or commercial hosting. Y ou may not rent, lease, lend or provide com - mercial hosting services to third parties with the T imeT rax™ software. Software T ransfer . Y ou may permanently and wholly transfer all of Y our rights under this EULA, provided Y ou ([...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 888.479.7264 7) APPLICABLE LA W . This EULA is governed by the laws of the State of Connecticut. Should Y ou have any questions concerning this EULA, or if Y ou desire to contact PYRAMID TIME SYSTEMS for any reason, please contact the Pyramid T ime System distributor serving you or write: PYRAMID TIME[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 1 pyramidtimesystems.com T ABLE OF CONTENTS T ABLE OF CONTENTS T ABLE OF CONTENTS . . . . . . . . . . . . . . . . . . . . . . 1 SOFTW ARE REQUIREMENTS . . . . . . . . . . . . . . . . . . . . 2 PRODUCT OVER VIEW & FEA TURES . . . . . . . . . . . . . . . . . 3 UPGRADES & ACCESSORIES . . . . . . [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 2 SOFTW ARE REQUIREMENTS 888.479.7264 SOFTW ARE REQUIREMENTS Please verify system meets ALL requirements listed below . Do not install T imeT rax™ software if system does not meet minimum requirements. 1 T imeT rax™ T ime & Attendance software does not operate on server PC’ s. Pyramid T ime [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 3 pyramidtimesystems.com PRODUCT OVER VIEW & FEA TURES PRODUCT OVER VIEW Thank you for choosing the T imeT rax™ EZ Series T ime Clock System! T imeT rax™ empowers business with essential employee time tracking tools to manage, report & export employee time & attendance. With the TTEZ S[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 4 UPGRADES 888.479.7264 UPGRADES T o add employees or enhance software capabilities, software upgrades are available. When you are ready to take it to the next level, visit pyramidtimesystems.com or contact our customer support team at 888.479.7264, 8am-5pm EST , Mon-Fri, to easily upgrade your softwa[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 5 pyramidtimesystems.com CUST OMER SUPPORT & W ARRANTY CUST OMER SUPPORT ◦ T imeT rax™ Help Click “Help” from main toolbar to access index of help topics. ◦ T roubleshooting For answers to Frequently Asked Questions, please refer to pyramidtimesystems.com/SUPPOR T ◦ Online & Email [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 6 CONNECT TERMINAL 888.479.7264 CONNECT TERMINAL Please install and mount T imeT rax™ EZ, EZEK, or EZPROXEK T erminal before install- ing T imeT rax™ software. The software will search for terminal once it is connected to the network.. 2 3 5 6 Connect Ethernet cable (TTEZEK & TTEZPROX) into Et[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 7 pyramidtimesystems.com MOUNT TERMINAL MOUNT TERMINAL T o mount terminal. Hold mounting bracket ush against wall with cable access cutout towards oor . Level bracket and mark four screw holes close to corner tabs. Drill holes as marked and insert included anchors if needed. Screw mounting brack[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 8 INST ALL SOFTW ARE 888.479.7264 INST ALL TIMETRAX™ EZ SOFTW ARE Insert T imeT rax™ CD into CD-ROM drive. Click “Y es/Unblock” to allow program to make changes to this computer . 1 InstallA ware Wizard screens will appear twice (T imeT rax™ EZ install & T ime T rax Sync™ install). Be [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 9 pyramidtimesystems.com P A YROLL SETUP Choose “Y es” to continue to P ayroll SetUp Screen. Click “Edit” to start. Choose P ay Period format (weekly , bi-weekly , monthly or semi-monthly) 1 , start day , and start time 2 . Click “Save” then click “Setup P ay Categories” to continue. 1[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 10 P A Y CA TEGORIES SETUP 888.479.7264 P A Y CA TEGORIES SETUP Click “Y es” to continue. Click “Edit” to begin ◦ P ay Category P redened employee hour classications: Holiday , Other , Overtime 1.5, Overtime 2, R egular , Sick & V acation. ◦ Rate Multiplier Rate at which P ay Cat[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 11 pyramidtimesystems.com EMPLOYEE GROUPS SETUP EMPLOYEE GROUPS SETUP 1 If using monthly or semi-monthly pay periods, select the day and time the workweek begins. Click “Edit” to begin. Enter Daily and Weekly Overtime . 1 Choose “Advanced” for additional Employee Group settings (see next page)[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 12 ADV ANCED EMPLOYEE GROUPS SETUP 888.479.7264 1 If Automatic Lunch Deductions are enabled, there will be no additional deductions if In/Out punch occurs between dened lunch time. 2 Lunch W arnings assume employee punches In and Out a total of 4X per day with 2 nd and 3 rd punch as In and Out punc[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 13 pyramidtimesystems.com ADV ANCED EMPLOYEE GROUPS SETUP 1 See pg. 36, Step 5 for QuickBooks R equirements & Syncing information. If using QuickBooks, click “Y es” . 1 ADV ANCED EMPLOYEE GROUPS SETUP (cont.)[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 14 EMPLOYEE DET AILS SETUP 888.479.7264 1 For QuickBooks users, please see section on Importing Employees from QuickBooks. 2 Duplicate employee records can impact data integrity . If two or more employees have identical rst and last names, enter a unique middle initial. T imeT rax™ will display e[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 15 pyramidtimesystems.com VERTICAL ICON BARS T o select “P ayroll” , “Setup” or “Congure” , click buttons at top & bottom of each V ertical Icon Bar or click “File/Show More Menus” on top menu bar . ◦ P ayroll W orking V ertical Icon Bar used for daily transactions. ◦ Setup [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 16 CONFIGURE 888.479.7264 CONFIGURE Set Date and T ime Adjust date, time, as well as Daylight Savings T ime settings (No DST , STD USA DST , STD EURO DST or set custom DST rule. Click “Set Date & T ime” on Congure V ertical Icon Bar . Click “Save Date/T ime Changes” .[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 17 pyramidtimesystems.com CONFIGURE CONFIGURE Preferences Changes Date, T ime T otals and T ime of Day Format. Changes will appear in both software and reports. ◦ Date F ormat Select MMDDYYYY , MMDDYY , DDMMYYYY or DDMMYY . ◦ T ime T otals F ormat Select Minutes or Hundredths of an hour . ◦ T im[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 18 CONFIGURE 888.479.7264 1 It is strongly recommended to create a User Name and P assword immediately for data security . CONFIGURE Automatic Backup Click “Automatic Backup” on Congure V ertical Icon Bar . Check “Activate Automatic Backup” to turn on automatic backups which will appear upo[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 19 pyramidtimesystems.com CONFIGURE CONFIGURE T imeT rax™ Security User Names and P asswords, as well as security for anyone that logs into T imeT rax™ Software. The number of users is unlimited. 1 Click “T imeT rax Security” on Congure V ertical Icon Bar . Enter desired “User Name” . E[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE User Levels Four levels of accessibility ◦ Restricted Access to Punch Details, P ayroll Details, Employee Details, Assert Global Pay , Viewing Options, Date Time Setup Form, R eports/Exports, and Retrieve Punch Data. ◦ Regular Access to all R estricted User features plus Supervisor Functions, Pref[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 21 pyramidtimesystems.com CONFIGURE CONFIGURE T imeT rax™ Security User Names and P asswords, as well as security for anyone that logs into T imeT rax™ Software. The number of users is unlimited. 1 T ime Source Standard By default, T ime clock T erminal is the most reliable option for time keeping[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 22 P A YROLL 888.479.7264 P A YROLL Get Punches All T imeT rax™ EZ terminals (EZ, EZEK & EZPROX) will hold up to 6,000 punches before download is required, however punch download is recommended on a regular basis to prevent data loss. Click “Get Punches” on P ayroll V ertical Icon Bar . Clic[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 23 pyramidtimesystems.com P A YROLL Punch Details Displays In and Out punches. View , insert, edit and delete punches, or assign com- ments to punches. View Current, P revious and 2 prior P ay Periods. Categorizes pay type and noties user of possible errors. ◦ Insert Punch Click “Insert Punch?[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 24 P A YROLL 888.479.7264 P A YROLL P ayroll Details Allows user to enter exceptions to employee payroll record and approve/un-approve payroll records. Most elds are pre-populated from Punch and Employee Detail screens. ◦ Special Pay T ype Click “Edit P ayroll Details” . Choose which special [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 25 pyramidtimesystems.com P A YROLL P A YROLL Assert Global Special P ay P ays all employees or group of employees same number of hours (i.e. Independence Day @ 8 hrs). ◦ Assert Global Special P ay Click “File” from top menu bar . Click “Assert Global P ay” from drop down. ◦ Employee Selec[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 26 P A YROLL 888.479.7264 P A YROLL Workdays/W orkweeks Setup days Individual Employees, Employees within Employee Groups or Employees within P ayroll Setup normally work. “Enable Workdays Setup and T rack Absences” must be checked in the Congure vertical icon bar under preferences option (pg. [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 27 pyramidtimesystems.com P A YROLL P A YROLL Reports/Exports Reports Generate up to 10 Analytical Employee and Payroll reports. Click “Reports/Exports” . Choose “Report” , “P ay Period” and “Employee Group” or “Individual Employees” to be included on report. Click “Create Report[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 28 P A YROLL 888.479.7264 P A YROLL Reports (cont.) Punch Report Punches, Missed Punches, Absenteeism and W arnings. If no warnings are used, the re- port will show edited punches. If warnings are used, report will show actual punches. Detailed P ayroll Report Combines P ayroll Report and Time Card R [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 29 pyramidtimesystems.com P A YROLL P A YROLL Reports/Exports Reports Export payroll to selected P ayroll Provider . Click “Reports/Exports” . Follow detailed steps for selected P ayroll Provider (refer to table of contents).[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 30 P A YROLL 888.479.7264 P A YROLL QuickBooks Requirements ◦ QuickBooks and T imeT rax™ must be installed on same computer . ◦ User must be administrator in both T imeT rax™ and QuickBooks ◦ QuickBooks must be in single user mode. ◦ If QuickBooks is in multi-user mode please do the follow[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 31 pyramidtimesystems.com P A YROLL P A YROLL QuickBook Requirements (cont.) In QuickBooks click “Edit” . Click “Preferences” . Click “T ime T racking or Time & Expenses” . Click “Company Preferences” . Under Do you track time? Choose “Y es” . Choose “First Day of Work W eek?[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 32 P A YROLL 888.479.7264 P A YROLL QuickBook Requirements (cont.) Select “File” Navigate mouse to “ Open Prev ious Company” . The P ath where the QuickBooks File is located will be displayed. 1 W rite down P ath and click “Close” QuickBooks completely . 1 If there is more than one company[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 33 pyramidtimesystems.com P A YROLL P A YROLL Syncing Employees with QuickBooks Click “Setup” tab. Click on “P ayroll Setup/Groups” . Click “Sync Employees with QuickBooks” . Click “Link Rules” . 3 4 1 2[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 34 P A YROLL 888.479.7264 P A YROLL Syncing Employees with QuickBooks (cont.) Click “Employee Import” . Check “Ask before Importing the QuickBooks Employee record into T imeT rax™” . Click “Employee Export” . Check “Ask before exporting the T imeT rax™ Employee Record in QuickBooks?[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 35 pyramidtimesystems.com P A YROLL P A YROLL Syncing Employees with QuickBooks (cont.) Click “Y es” on Application Certicate. Check “Allow this application to access personal data such as Social Security Numbers ad customer credit card information” . Click “Continue” . Click “Done”[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 36 P A YROLL 888.479.7264 P A YROLL Syncing Employees with QuickBooks (cont.) On “Import Employee” Screen, carefully select employees to integrate . Click “Don’t Import” to exclude an employee from Export/Import. 17[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 37 pyramidtimesystems.com P A YROLL P A YROLL QuickBooks Exporting Requirements In QuickBooks , click “Employee Center” . Double click on employee. In “Change T ab” drop down, click “Payroll and Compensation Info” . Check “Use time data to create pay checks” . 1 1 This box must be chec[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 38 P A YROLL 888.479.7264 Exporting Hours to QuickBooks In T imeT rax™ , click on “P ayroll T ab” . Click on “Reports/Exports” . Under “Employee Selection” choose employees for export hours to QuickBooks. Select “QuickBooks 2003+ Link” from Export Specications drop down. Click “[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE 39 pyramidtimesystems.com P A YROLL P A YROLL P A YROLL Exporting Hours to QuickBooks (cont.) Click “Browse” and follow path you previously wrote down to locate QuickBooks company le. V erify “Regular P ay Item, Overtime 1.5 Pay Item, and Overtime 2 P ay Item” are named exactly the same way[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL ADP Export Click “Reports/Exports” . Select “ADP” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Employees in the Selected P [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL ADP Export (cont.) Enter Company Code provided by ADP . Select drive and location where export le will be saved. Click “Continue Export and Save Any Changes” . Contact ADP to obtain steps to import le into ADP software. 41 pyramidtimesystems.com P A YROLL 6 9 8 7[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Generic T ext Export Click “Reports/Exports” . Select “Generic T ext” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Employee[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Generic T ext Export (cont.) Under Delimiter , select “Comma” from drop down. Under Quoted? , select “Y es” or “No” . Under Employee by , select “Name” , “SSN” or “EMP#” . Select drive and location where export le will be saved. Click “Continue Export and Save An[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Heartland Export Click “Reports/Exports” . Select “Heartland P ayroll” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Employe[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Heartland Export (cont.) Under Delimiter , select “Comma” from drop down. Under Quoted? , select “Y es” or “No” . Under Employee by , select “Name” , “SSN” or “EMP#” . Select drive and location where export le will be saved. Click “Continue Export and Save Any Ch[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P aychex Prev iew Export Click “Reports/Exports” . Select “P aychex Prev iew” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual [...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P aychex Prev iew Export (cont.) Enter Branch Number , Client Number and Site Number provided by P aychex. Select drive and location where export le will be saved. Click “Continue Export and Save Any Changes” . Contact P A YCHEX to obtain steps to import le into Paychex software. 6[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P aylink Export Click “Reports/Exports” . Select “P aylink Export” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Employees i[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P aylink Export (cont.) Enter Branch Number , Client ID, Site# and Seq# provided by P aylink, and select whether or not to send hourly rate . Select drive and location where export le will be saved. Click “Continue Export and Save Any Changes” . Contact P aylink to obtain steps to imp[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL ProData Evolution Export Click “Reports/Exports” . Select “ProData Evolution Export” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL ProData Evolution Export (cont.) Enter Rate Codes provided by P roData Evolution. Select drive and location where export le will be saved. Click “Continue Export and Save Any Changes” . Contact ProData to obtain steps to import le into P roData software. 6 9 8 7 51 pyramidtimesyste[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P ay America Export Click “Reports/Exports” . Select “P ay America Format” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Emp[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL P ay America Export (cont.) Under Delimiter , select “Comma” from drop down. Under Quoted? , select “Y es” or “No” . Under Employee by , select “Name” , “SSN” or “EMP#” . Select Export T ype, Payroll or Punches . Select drive and location where export le will be sa[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL T ime Clock Export Click “Reports/Exports” . Select “T ime Clock Format” from Export Specications drop down. Select P ay Period to be included in Export. Select Employees to be included in Export. Check “Employee by Group in the Selected P ayroll Group” or “Indiv idual Emplo[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL T ime Clock Export (cont.) Under Delimiter , select “Comma” from drop down. Under Quoted? , select “Y es” or “No” . Under Employee by , select “Name” , “SSN” or “EMP#” . Select Export T ype, Payroll or Punches . Select drive and location where export le will be sav[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Archive Reports Once payroll record is approved, it is placed in Archive. Archive Reports may be generated from date T imeT rax™ was installed up to and including current date 1 . Click “Archive Reports” . Choose Employees to include in report. Choose “Employee Group” or “Individ[...]

TIMETRAX™ EZ SERIES SOFTW ARE REFERENCE GUIDE P A YROLL Employee Details ◦ Click “Employee Details” . Click “Add” or “Edit” . See pg. 14 for more info. 57 pyramidtimesystems.com P A YROLL[...]