Overhead Payroll Entry

Many of our clients use our Field Integrated Time (FIT) System to collect time from the job sites, the shop, the service technicians. For many of these clients, the office also turns in their time through FIT, but not all. And the most common exclusion seems to be the owners and senior management.

With the field time automated, we wanted to share some options to speed up entering non-field time. There are two good options depending on how many team members are not participating in the FIT process. Both involve using templates.

If you only have a few people to hand enter, you could setup a template for each person in the 5-2-2 screen. Setup the record without dates (since those will always change), then choose File, Save as Template, and name it after the person. Each pay period, choose File, Load Template, and choose the person. Update the date fields and Save.

If you have quite a few people, it would be faster to use the template feature in the 5-5-1 screen. Setup the screen with the list of employees, the standard 8 hours, their hourly rate if they’re not salary, and fill in the rest of the fields. With the grid completed, choose File, Save as template, and give it a name. To enter time, choose the day of the week, File, Load Template, and the grid will fill in with everyone’s name. Update as needed for vacation and holiday time and save. Repeat for the other days of the week. When you create the Timecards from this screen, all of these people will be part of it.

If you can encourage everyone to use FIT, these templates aren’t necessary. But if the office using FIT would be new, let’s get on a short call and talk about the work flow. FIT requires a job and we have a great workflow in place that strips the job upon import. There’s more to this, so please call if you’re interested! –CMW