Ever wish that the hours tracked on a project would magically flow into your payroll data? Well, you’re in luck! Our Time Tracking to Payroll Integration does just that.
Seamlessly connect the hours entered into Time Tracking with your employee Payroll for an easy breezy process from start to finish. Keep reading to learn how.
How Does the Time Tracking to Payroll Integration Work?
The Time Tracking and Payroll integration is designed to help keep your employee’s hours and pay seamlessly connected. To ensure your success, there are a few important things to note:
- Employees added to the integration must be synced to payroll. To learn how to add an employee to Payroll, click here.
- Salaried employees won’t have their regular hours sent to payroll, but selected additional hourly compensations can be sent to payroll. To learn about additional compensation types, click here.
- All adjustments to your employees’ time tracking data will still be managed in the Time Tracking module. To learn how to manage Time Tracking, click here.
How to Connect Time Tracking to Payroll
- In Time Tracking, head to the Settings tab and scroll down to the Payroll Integration section
- Click the Edit button in the top-right corner
- On the edit page, Select Yes to enable the Time Tracking to Payroll Integration
- Select the Hour Types you’d like to allow employees to track hours with:
- Regular Hours will always be selected
- You can select as many or as few alternate types as desired
- Next, click the Add or Remove Employees button
- In the pop-up, choose the employees you’d like to collect Time Tracking data from for Payroll
- To add an employee: Click on their name in the left column
- To remove an employee: Click on their name in the right column
- When you’re ready, click the Select button to confirm your selection
- Lastly, hit the Save button to enable the integration
Important Notes about the Integration
- When adding a new employee to Time Tracking, they won’t be automatically added to the integration. Be sure to go through the steps above if you’d like to include them in the integration.
- Salaried employees won’t have their regular hours sent to payroll, but selected additional hourly compensations can be sent to payroll. To learn about additional compensation types, click here.
- When entering hours in Time Tracking, the Hour Type Field is optional. If you select Unpaid Hours, the hours won’t flow into Payroll.
- Non-primary compensations will be visible to employees who have been added to the integration
- If you have future timesheets enabled and terminate an employee who's submitted a timesheet for a future period in a payroll that’s already been completed and is locked, there are steps to follow based on your unique scenario. Click here to learn more.
How Do I Add or Remove Employees from the Integration?
- In Time Tracking, head to the Settings tab and scroll down to the Payroll Integration section
- Click the Edit button in the top-right corner
- Scroll down to the list of employees and click the Add or Remove Employees button
- In the pop-up, choose the employees you’d like to collect Time Tracking data from for Payroll
- To add an employee: Click on their name in the left column
- To remove an employee: Click on their name in the right column
- When you’re ready, click the Select button to confirm your selection
- Lastly, hit the Save button to update the selected employees
How to Disconnect Time Tracking from Payroll
Disconnecting the Time Tracking and Payroll Integration is a piece of cake. Follow the steps below to learn how to disconnect the two modules.
- In Time Tracking, head to the Settings tab and scroll down to the Payroll Integration section
- Click the Edit button in the top-right corner
- On the edit page, Select No to disable the Time Tracking to Payroll Integration
- Click Save to confirm the changes
- That’s it! Hours from Time Tracking will no longer flow into Payroll
Important Note
Before you can disconnect Time Tracking from Payroll, you’ll need to ensure there are no pending hours outstanding for any employees who are assigned to the integration.
This means paying out any open pay periods and approving or removing the pending hours not currently assigned to an open pay period.