Payroll Snapshot

IMPORTANT: BEFORE CREATING SNAPSHOT, USE EDIT TIMECARDS TO EDIT MISSED CLOCK OUTS AND OTHER TIMECARD ISSUES

 

Payroll Snapshot feature provides you with the following capabilities....

1. Create organized lists of employee timecards for weekly and bi-weekly pay periods

2. Calculate regular and overtime hours for weekly and bi-weekly payroll periods 

3. Lock further edits of timecards post snapshot generation

 

Snapshot Settings

In Agency Detail / Configuration tab, select the appropriate Payroll Period and Start Day of work week (Caretime supports Payroll Snapshot for weekly and bi-weekly payroll periods).

For Snapshot Based on, 

Select Clock-in/out date to create snapshot based on actual punch dates

Select Record Added date to create snapshot based timecard/timesheet add date

Create Snapshot

Step 1: From left menu, click on SNAPSHOT

Step 2: Click on Add Snapshot button from top right

Step 3: In pop-up, type name of Snapshot, such as, Payroll Jan 1 - Jan 7

Note: Select Start Date will default to start date of Payroll Period based on Agency Settings. To select a different start date, click on the drop.  End Date will automatically populate based on Agency Setting.

Step 4: Click Submit.  DO NOT NAVIGATE AWAY FROM SCREEN UNTIL YOU SEE THE Snapshot Successfully Created Message.

Snapshot name will appear on left menu.  Click on snapshot name from left menu to view details of the snapshot on the right panel.

Detail Tab: Displays employee names, regular hours, overtime hours and total hours.

In Export Tab, you have to click the Check to agree box

Then select Export Type Excel of CSV.

This will provide you with a export file containing.....

Employee Name

Employee Code

Punch Dates and Times

Work Duration

 

 

 

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