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Pyramid Time Systems TTEZEK

1. I Enal shift Start z minstefore mins after Shift End i mins before mim after yy Coe rires pbuh Pubes E Perte iP AH kota a Hre Mn Mri o Ming m F r ermpkreer agri T bo dez A Anday Cove a kane aj and E O Shift Rules Allows employee to punch at any time and generates warning when employee punches outside of defined shift Define warning in minutes before or after shift starts or ends O Saturday Overtime Sunday Overtime 7th Day Weekend Overtime Choose to specify Saturday Sunday and or 7th Day worked are automatically categorized as overtime regardless of number of hours worked during regular pay period O Lunch Rules O Automatic Lunch Deductions Check Automatic Lunch Deductions box for Automatic Lunch Deductions O Enable Lunch Warning Click Enable Lunch Warning to generate warning if employee punches outside of defined lunch Define warning in minutes before or after lunch starts or ends C If Automatic Lunch Deductions are enabled there will be no additional deductions if In Out punch occurs between defined lunch time Lunch Warnings assume employee punches In and Out a total of 4X per day with 2 and 3 punch as In and Out punches for lunch Do not enable lunch warnings if employee punches more than 4X per day If an employee takes a shorter lunch than defined a warning will not occur 12 ADVANCED EMPLOYEE GROUPS SETUP 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE
2. 4 Check Disable Wage Access to disable view or be able to change wage information for this user G Check Read Only to give this user read only access to database Check Disable Employee Notes to disable this user s access to notes information in Employee Details Screen pyramidtimesystems com CONFIGURE 19 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONFIGURE User Levels Four levels of accessibility O Restricted Access to Punch Details Payroll Details Employee Details Assert Global Pay Viewing Options Date Time Setup Form Reports Exports and Retrieve Punch Data Regular Access to all Restricted User features plus Supervisor Functions Preferences Backups and Archive Reports Bell Schedule and Department Codes optional feature Super Access to Restricted and Regular User features plus Payroll Groups Employee Groups Time Source and Sync Standards and Upgrade Capability Primary Administrator Access to all TimeTrax functions This is only level capable of creating and managing user accounts through System Users and Passwords screen m Only one Primary Administrator user is allowed The Username and Password may be edited however the account can never be deleted 20 CONFIGURE 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONFIGURE TimeTrax Security User Names and Passwords as well as security for anyone
3. 6 Plug free end of Power supply into outlet 6 CONNECT TERMINAL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART MOUNT TERMINAL To mount terminal Hold mounting bracket flush against wall with cable access cutout towards floor Q Level bracket and mark four screw holes close to corner tabs G Drill holes as marked and insert included anchors if needed 4 Screw mounting bracket to wall with included screws G Drill hole centered in rectangular opening of bracket for cables The hole should be large enough to route cables through wall optional 6 Push terminal downward until locking tab clicks into place When properly mounted terminal cannot be slid up and off bracket without using included wall bracket re lease key to disengage locking tab To detach terminal Hold included wall bracket release key with pointed end up amp diagonally cut side away from you Q Insert key into narrow slot located on bottom of terminal to right of cable access cutout G Push key all the way up into slot The key will slide easily unitl the last 2 inch until some resistance from locking tab is felt 4 With key fully pushed into slot slide the terminal up and off security bracket pyramidtimesystems com MOUNT TERMINAL 7 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART INSTALL TIMETRAX EZ SOFTWARE Progam name Tiere Trax KE Fl enge OTD deve Tem Change when
4. O Phone Support Customer Support is available by calling 888 479 7264 8am 5pm EST Mon Fri WARRANTY amp EXTENDED TECHNICAL SUPPORT Pyramid Time Systems provides TimeTrax software technical support for a period of 90 days from the date of purchase Extended technical support contracts may be purchased separately through our CompleteCare Support Plan Call Customer Support at 888 479 7264 8am 5pm EST Monday Friday for more information No returns will be accepted for opened TimeTrax PC products pyramidtimesystems com CUSTOMER SUPPORT amp WARRANTY 5 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONNECT TERMINAL Please install and mount TimeTrax EZ EZEK or EZPROXEK Terminal before install ing TimeTrax software The software will search for terminal once it is connected to the network O Connect Ethernet cable TTEZEK amp TTEZPROX into Ethernet port located in compart ment on back of terminal If connecting serial unit TTEZ connect USB cable into the USB port located on the back of terminal not shown Connect Power Supply into Power port located in compartment on back of terminal G Route the cables through channel at base of terminal 4 Mount terminal see instructions on next page G Plug free end of Ethernet cable TTEZEK amp TTEZPROX into network jack router or switch If connecting serial unit TTEZ plug free end of USB cable into USB port on computer not shown
5. a Service Connection EA Spelling l Tax 1099 fi Time amp Expenses Company Preferences Cancel Help IV Notify the user before running any application whose certificate has expired Default ah Applications that have previously requested access to this company File Also See Allow Access Application Name General Properties Remove Service Connection To learn more about applications that integrate with QuickBooks go to the QuickBooks Solutions Marketplace 3 In QuickBooks click Edit 4 Click Preferences 6 Click Integrated Applications 6 Click Company Preferences a Choose Notify the User before running any application whose certificate has expired Click OK 30 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL QuickBook Requirements cont x B5 Accounting Company Preferences OK 2 Cancel m4 Checking 3 Desktop View Help Default f Finance Charge Also See Time tracking Do you track time m Nes C No First Day of Work Week Monday Se General ki l Integrated Applications db Items amp Inventory EX Jobs amp Estimates Eg Payroll amp Employees e Reminders igh Reports amp Graphs dm Sales amp Customers l Sales Tax Send Fo
6. Payroll Pyramid Technologies LLC ADP x Setup Export 6 Currer 1072972006 11 05 2006 EIN C Previous 10 22 2006 10 29 2006 10 00PM C Lie n 10 22 2006 AW So on Employee n en Report Specification All Employees in the Selected Payroll Group Payroll Report C Employees by Groups in the Selected Payroll Group EE C Individual Employees in the Selected Payroll Group gon pen JE OUSA AAA Aa A GE HERES DOG Click Reports Exports Follow detailed steps for selected Payroll Provider refer to table of contents pyramidtimesystems com PAYROLL 29 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL QuickBooks Requirements O QuickBooks and TimeTrax must be installed on same computer O User must be administrator in both TimeTrax and QuickBooks O QuickBooks must be in single user mode O If QuickBooks is in multi user mode please do the following D In QuickBooks navigate to File Q In dropdown click Switch to Single User Mode D Bills You can manage all applications that interact with this QuickBooks company file m Checking LC MERECE 3 Desktop View f Finance Charge Sa General Integrated Applications db Items amp Inventory EX Jobs amp Estimates Eg Payroll amp Employees pu Reminders tik Reports amp Graphs F Sales amp Customers Sales Tax Send Forms
7. 4 Click Backup Now for immediate backup G Click Apply after screen changes C3 It is strongly recommended to create a User Name and Password immediately for data security 18 CONFIGURE 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONFIGURE TimeTrax Security User Names and Passwords as well as security for anyone that logs into TimeTrax Software The number of users is unlimited rDisable Wage Access FE if checked this User cannot see or access any wage or other dollar amount information which includes prohibiting 1 Running any exports 2 Running the Payroll or Detailed Payroll reports or Archive if installed or 3 Modifying an Employee s Hourly Rate User Level Primary Administrator Disable Time Recorder Access c MS n enn EE ifchecked this User cannot retrieve punches or set the time or date The Retrieve Punch Data menu will not be visible The Date Time Bell Schedule Supervisor Cards and Time Source and Recorder Frequency items in the Setup menu will not be available fE Read Only If checked Payroll and Employee information may not be modified Disable Employee Notes If checked Employee Notes in the Employee Details tab cannot be viewed or modified Add Edit Delete Close D Click TimeTrax Security on Configure Vertical Icon Bar Q Enter desired User Name G Enter desired Password
8. From Tuesday 2006 October 31 gt To Tuesday 2006 October 31 ij pEmployes Selection o e r Active Inactive Employees 6 Show Only Active Employees in Report C Employees by Groups in the Selected Payroll Group Show Active and Inactive Employees n NE KU Um kapa aR jene a F r Report Specification I Paryroll Desk ade Pay History Report Bi C Individual Employees in the Selected Payroll Group I All Employees in the Selected Payroll Group f FE A oo E tu Create Report 4 e Close Reports li Exports eo Archros Reports rn Click Archive Reports Choose Employees to include in report a Choose Employee Group or Individual Employees Choose dates Choose Active Only or Active lnactive Choose Report Click Create Report Employes Detals O Pay History Report History of total Regular Overtime Special hours worked including wage information for selected pay period o Hours Summary Report History of total Pay Category hours O Attendance Report History of absenteeism missed punches and warnings O Employee Details View amp Edit employee information O Detail Pay History Report w o Comments History of combined Payroll Report and Time Card Report without Punch Detail user comments C 1 In order to run reports on time periods of m
9. GUIDE SIMPLE 8 SMART ADVANCED EMPLOYEE GROUPS SETUP cont if TimeTrax QuickBooks Link TimeTrax can link to your QuickBooks Company File and with it synchronize Employee information and Payroll Do you want to setup the QuickBooks Link now If using QuickBooks click Yes C See pg 36 Step 5 for QuickBooks Requirements amp Syncing information pyramidtimesystems com ADVANCED EMPLOYEE GROUPS SETUP 13 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART EMPLOYEE DETAILS SETUP idre 1 iiie Hore Moree Hipuriy Pwent iiri Ph iractha m 55M LETT an Tar minata 4 to reorder scan using smart phone A n visit pyramidtimesystems com or call us at 888 479 7264 ext 1 x u _ _ pan Koun Curved anie a TAT CALORIES ONLY varus ra n ok Engines 09782506 Click Add to enter a new employee Click Edit to change existing record Click Save after entering or editing each employee or click Cancel to discard changes O Card 1 2 3 Required field to interface employee with terminal Enter card number located on back of swipe card or proximity badge assigned to employee In the event a card is lost or damaged TimeTrax allows three unique numbers to be assigned to each employee O Employee Enter unique employee ID if required by payroll provider O Inactive Check Inactive box if employee terminates employm
10. Punch Azsurned 11 j b E FE Pay double time for work ng eer hrs Pay Interval Round S Enable J Mins Honthty Semi Honthly Pay Periods Only Far wW k A Filter Gut Punches Closer Than P Sees a Pes n hard ts Add Ez Edit E Delete E Advanced it Close G Click Edit to begin Enter Daily and Weekly Overtime Choose Advanced for additional Employee Group settings see next page O Max Hours Before Missed Punch Assumed Maximum number of hours employee can work without punching out before system assumes employee failed to punch out O Pay Interval Round Check Enable to use Pay Interval Rounding Divides each clock hour into intervals of 5 6 10 or 15 minutes Software automatically edits punch time to start of interval containing the actual time i e At 5 minute intervals 7 02am becomes 7 00am and 7 07am becomes 7 05am Leave box unchecked for no Pay Interval Rounding O Filter Out Punches Closer Than Eliminates duplicate punches within user defined time i e If employee accidentally punches In or Out twice the filter will automatically filter out the second punch within the defined time 90 seconds is recommended C lf using monthly or semi monthly pay periods select the day and time the workweek begins pyramidtimesystems com EMPLOYEE GROUPS SETUP 11 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART ADVANCED EMPLOYEE GROUPS SETUP Lusbormer Siopport Eneps Groups Ader E
11. SIMPLE SMART UPGRADES Mud Employee Software Upgrade Support Plans To 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 software ACCESSORIES TIMETRAX EZ amp EZEK ACCESSORIES TTEZET TimeTrax EZ Terminal 41320 Replacement Cards 1 25 41303 Swipe Cards 26 50 41304 Swipe Cards 51 100 TIMETRAX EZPROX ACCESSORIES ITEM DESCRIPTION PPDLAUBTN TimeTrax EZ Prox Terminal 42454 Proximity Badges 15pk 42468 Proximity Fobs 5pk CARD amp BADGE RACKS ITEM DESCRIPTION 500 12 12 Pocket Card Badge Rack 500 24 24 Pocket Card Badge Rack 500 4 40 Pocket Card Badge Rack 4 UPGRADES 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CUSTOMER SUPPORT O TimeTrax Help Click Help from main toolbar to access index of help topics O Troubleshooting For answers to Frequently Asked Questions please refer to pyramidtimesystems com SUPPORT O Online amp Email Support D Visit pyramidtimesystems com Q Click Support button on menu bar for customer support info G To submit a question click Frequently Asked Questions or Technical Support tab on the left hand menu bar located on Support Page 4 Click Live Customer Support tab on home page
12. Selection Choose All Employees in the Selected Payroll Group Employees by Groups in the Selected Payroll Group or Individual Employees in the Selected Payroll Group O Fourth Fifth Special Pay Entry Choose Special Pay Category and date If pay category does not accrue towards overtime user is required to choose Pay by Amount S or Pay in Hours O Special Pay Choose to exclude employees hired less than a user defined number of days C3 If selecting Individual Employees in the Selected Payroll Group user must highlight each employee to assert global special pay pyramidtimesystems com PAYROLL 25 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Workdays Workweeks Setup days Individual Employees Employees within Employee Groups or Employees within Payroll Setup normally work Enable Workdays Setup and Track Absences must be checked in the Configure vertical icon bar under preferences option pg 16 to access this feature B workdays and Workweek Perl dap Help e Clicking Ok will set fine Workdays AND Workweek for E Workweek 0 s Oniy This Employee mE d Doe John M Eo pa All In Employee Group E Pyramid Technologies LLC Default Emp Grp a All In Payroll Group Pyramid Technologies LLC r Workdays For Pay Period Beginning 10 29 2006 10 00 PM d
13. area If employee badge number is successfully read the time clock terminal will beep and the badge number will be displayed briefly on terminal screen Employee records generated from prox badge punches are stored within the terminal The terminal stores the last 6 000 punches before download is required Depending upon usage punches can be retrieved on a more or less frequent basis TIME TRA 20 EZ prox O9782506 Wave prox badge within two inches of the target area TROUBLESHOOTING For troubleshooting information visit pyramidtimesystems com or call our technical support team at 888 479 7264 ext 1 during regular business hours 8am 5pm EST M F pyramidtimesystems com TROUBLESHOOTING 59 SIMPLE SMART CONTACT US For more information visit pyramidtimesystems com or call our technical support team at 888 479 7264 ext 1 during regular business hours 8am 5pm EST Monday Friday Copyright 2012 Pyramid Time Systems LLC All rights reserved Oo 12060 Rev C
14. that logs into TimeTrax Software The number of users is unlimited T Time Source A Sync Standard Time Source f Lise Time amp ecorder s as standard recommended P Use PC as standard select this aption omiy if you are sure this PC 15 synchronized te an extermal HTP source Time Source Standard By default Time clock Terminal is the most reliable option for time keeping Default may be changed to PC however PCs experience fluctuation by gaining and losing time pyramidtimesystems com CONFIGURE 21 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE amp SMART PAYROLL Get Punches All TimeTrax EZ terminals EZ EZEK amp 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 Payroll Vertical Icon Bar Click Initiate Retrieval of Punch Data b Initial Communication Form kd r Punches Communications Level 4 AES Recorder Found The Time Recorder is connected correctly to this PC Punches may also be retrieved at login by clicking Download Punches 22 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART Punch Details Displays In and Out punches View insert edit and delete punches or assign com ments to punches View Current Previous and 2 prior Pay Periods Categorizes pay type and notifies user of
15. these notre ns apost Insert TimeTrax CD into CD ROM Click Yes Unblock to allow program drive to make changes to this computer Welt to Ch Insul ware wWErard for Compiz Eli beret arene Ward fer Vissc Trax EF The Tan ori The binei Viliad vell rai ie T m E2 ir vou Love Tou Foret fuc ALA coped Pe Jesika e Viii D Fee Tec Tr ga Eyre WSEAS Da morum d ied Ey orient iem anl ranean none ir dcos mum wd cct Pen TimeTrax EZ InstallAware Wizard will Click Finish when install is complete automatically open Click Next to Click on Pyramid TimeTrax desktop begin install icon Fa RAN 7 L t i Enter temporary User Name ADMIN Enter temporary password PTI case sensitive Click Login Recorder Found message will ap pear Click OK to continue If No Recorder Found message appears CI check cable connections and click Reconnect InstallAware Wizard screens will appear twice TimeTrax EZ install amp Time Trax Sync install Be sure to accept license agreements for both applications 8 INSTALL SOFTWARE 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL SETUP Welconw to TimeTras four TimeTrax Time and Attendance System is an extremely easy to use system featuring a Plug amp Play Fus Pared installation that can seamlessly grow with your company d rom a single terminal to multi terminal system The
16. warrants that a the TimeTrax software will for a period of ninety 90 days from the date of delivery perform substantially in accor dance with Pyramid Time Systems LLC s written materials accompanying it and b any Support Services provided by Pyramid Time Systems LLC shall be substantially as described in applicable written materials provided to You by Pyramid Time Systems LLC CUSTOMER REMEDIES In the event of any break of warranty or other duty owed by Pyramid Time Systems LLC Pyramid Time System LLC s and its suppliers entire liability and Your exclu sive remedy shall be at Pyramid Time Systems LLC s option either a return of the price paid by You for the TimeTrax software not to exceed suggested U S retail price if any b re pair or replacement of the defective TimeTrax software has resulted from accident abuse or misapplication Any replacement TimeTrax software will be warranted for the remainder of the original warranty period or thirty 30 days whichever is longer NO OTHER WARRANTIES TO THE MAXI MUM EXTENT PERMITTED BY APPLICABLE LAW PYRAMID TIME SYSTEMS LLC AND ITS LAWYERS DISCLAIM ALL OTHER WARRANTIES AND CONDI TIONS EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OR MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE TITLE AND NON INFRINGEMENT WITH REGARD TO THE TAIMETRAX SOFTWARE AND THE Pyramid Time Systems LLC 45 Gracey Avenue Meriden CT 064
17. 2 Hour Ake PIA 24 Hour Military Appie fa solae fred has rris me Tese Trax Security Save and Exit O Date Format Select MMDDYYYY MMDDYY DDMMYYYY or DDMMY Y O Time Totals Format Select Minutes or Hundredths of an hour O Time of Day Format Select 12 Hour AM PM or 24 Hour Military applies to software amp time clock terminal O Force Text to Uppercase Select for uppercase text entries O Display Running Totals in Punch Details Grid Select to view cumulative totals in Punch Details Window O Enable Workdays Setup and Track Absences Set Workdays established and Absences reported Selecting this option will open feature and the associated icon can be accessed from Payroll Tab on the vertical icon bar O Sync Employees with QuickBooks at Startup Select to sync employee records with QuickBooks when software opens C 1 This option will only appear if QuickBooks is installed on PC pyramidtimesystems com CONFIGURE 17 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONFIGURE Automatic Backup Backup To Browse Backup Now Apply Restore from Current Backup Restore from Prior Backup Close MMM 1 Click Automatic Backup on Configure Vertical Icon Bar Q Check Activate Automatic Backup to turn on automatic backups which will appear upon exit of software G Click Browse to find location where you would like to store the backups
18. 51 pyramidtimesystems com PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES THE LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTH ERS WHICH VARY FROM STATE JURISDICTION TO STATE JURISDICTION Some states ad jurisdic tions do not allow disclaimers of or limitations on the duration of an implied warranty so the above limitation may not apply to You To the extent implied warranties may not be entirely disclaimed but implied warranty limitations are allowed by applicable law Implied warranties on the TimeTrax software if any are limited to ninety 90 days 9 LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL PYRAMID TIME SYSTEMS LLC OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSI NESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THE TIMETRAX SOFTWARE OR THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES EVEN IF PYRAMID TIME SYSTEMS LLC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY CASE PYRAMID TIME SYSTEMS LLC S ENTIRE LIABILITY UNDER ANY PROVISION OF THIS EULA SHALL BE LIMITED TO THE AMOUNT YOU ACTUALLY PAD TO PYRAMID TIME SYSTEMS LLC FOR THE TIMETRAX SOFTWARE OR SERVICE THAT DIRECTLY CAUSED THE DAMAGE BECAUSE SOME STATES AND JURISDI
19. A is a legal agreement between You either an individual person or a single legal entity who will be referenced to in this EULA as You and Pyramid Time Systems LLC TimeTrax Time Clock 6 Software Manager that accompanies this EULA including any associ ated media printed materials and electronic documentation the TimeTrax software The TimeTrax software also includes any software updates add on components web services and or supplements that Pyramid Time Systems LLC may provide to You or make available to You after the date You obtain Your initial copy of the TimeTrax software to the extent that such items are not accompanied by a separate license agreement or terms of use By installing copy ing downloading accessing or otherwise using the TimeTrax software You agree to be bound by the terms of this EULA If You do not agree to the terms of this EULA do not install access or use the TimeTrax software in which event the original purchaser may however return it to the place of purchase within thirty days of the date of original purchase for a full refund TIMETRAX SOFTWARE LICENSE The TimeTrax software is protected by intellec tual property laws and treaties The TimeTrax software is licensed not sold 1 GRANT OF LICENSE This Section of the EULA describes Your general rights to install and use the TimeTrax software The license rights described in this section are su
20. Books 9 Click OK Click Browse and follow path you previously wrote down 1 Click Sync Employees With QuickBooks 2 Click Start Syncing with QuickBooks 34 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Syncing Employees with QuickBooks cont X QuickBooks Application Certificate An application is requesting access En the Following QuickBooks company file Carol s Access may include reading and modifying QuickBooks data as well as enhancing the QuickBooks user interface The Application Calls Itself Pyramid TimeTrax Certificate Information Description Pyramid TimeTrax Developer Pyramid Technologies Developer identity has been verified by verib5ign Class 3 Code Signing 2004 CA QuickBooks Solutions Marketplace Search For information about this application ak the QuickBooks Solutions Marketplace Do you want to allow this application to read and modify this company file C No C Yes prompt each time C Yes whenever this QuickBooks company file is open Yes always allow access even if QuickBooks is not running x Allow this application ta access personal data such as Social Security Numbers and customer credit card information Tell me more Continue Cancel Help 3 Click Yes on Application Certificate Check Allow this application to access personal data such as Social Securi
21. CTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY THE ABOVE LIMITATION MAY NOT APPLY TO YOU PYRAMID 2012 Pyramid Time Systems LLC All rights reserved 12 12 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE amp SMART TABLE OF CONTENTS 2 2 ee L 1 SOFTWARE REQUIREMENTS 2 2 2 vv ou 2 PRODUCT OVERVIEW amp FEATURES 22 D UPGRADES A ACCESSORIES lll ll ln 4 CUSTOMER SUPPORT A WARRANTY aaa 5 CONNECT TERMINAL ls sl s s vu ou 6 MOUNT TERMINAL s L s s s s a 7 INSTALL TIMETRAX PC SOFTWARE oss 2 8 PAYROLL SETUP i o w SA AX x 5o 3 EB O ee ee 9 PAY CATEGORIES SETUP lll sn 10 EMPLOYEE GROUPS SETUP 5 w wood wow aw eed o EY 11 ADVANCED EMPLOYEE GROUP SETUP 12 13 EMPLOYEE DETAILS SETUP amp s m n e wae o n n o 14 VERTICAL ICON BARS 2 222 2 sss 15 CONFIGURE PREFERENCES nu w w wow wout a yi w m a kt UE aw dik EO UR 16 AUTOMATIC BACKUP 17 TIMETRAX SECURITY 4 2 444 woo to kone oak me eH EDS 18 USER LEVELS s ss ai age eae eee eee An UE UNO s L S 19 PAYROLL GET PUNGHES e moe mana fk n A fi de UE ye eee de KA zen HS 22 PUNCH DETAILS 2 2 2 2 23 PAYROLL DETAILS 4 w w w wow x soo ee om m o mE w a x de 24 ASSERT GLOBAL PAY 2 4 25 WORKDAY WORKWEEKS aoaaa n 2 2 un ouu 26 REPORDS ou w 2 3 82 Soh ee 50S YOF Yi 8 3 27 28 EXPOR
22. For Payroll Pyramid Technologies LLC i ADF Doubla Click Ta Sat Path a CA 59 Program Files C4 Pyramid Company Code d Fath Name Program FlilasvPyramid T imeTras Cancel Export and Discard Any Changes File Marne Continue Export and Save Any Changes 6 Enter Company Code provided by ADP Select drive and location where export file will be saved Click Continue Export and Save Any Changes 9 Contact ADP to obtain steps to import file into ADP software pyramidtimesystems com PAYROLL 41 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Generic Text Export ai Punch Cat od I UDEMTI UE Hei p Payroll Selection ppt specification 34 Payrol Time Trax Payroll onu eat 2 Prior 11 17 2012 1201 2012 01 00 AM l m Felice ned an 7 oM Emplayest i the Selected Payroll Group Eminem fy Group in the Selected Payroll Group L bnlividel Empia in fe Sekt bid Pony roll roun 2 Reports li Exports Archos Report n O Click Reports Exports Emplcyes Detals Q Select Generic Text from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setu
23. MODELS TTEZ TTEZEK TTEZPROXEK PPDLAUBKN PYRAMID TIME TRAX EZ series Software Reference Guide TIME TRAX EZ prox o ek zg BB TUE JAN gd Pr PYR MID YRD D i EN O El pyramidtimesystems com TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART TIMETRAX PRODUCT amp SOFTWARE LICENSING AGREEMENT Copyright 2001 2013 Pyramid Time System LLC Portions of this program Copyright o 1991 2005 Microsoft Corp Portions of the report generation software are distributed under a licensing agreement with Data Dynamics Ltd Portions of this program Copyright 1994 2000 eHelp Corp All rights reserved Portions of this program Copyright o 1990 2005 Info ZIP and distributed under license dated 2005 Feb 10 Portions of this program Copyright 1999 vbAccelerator com and distributed under their Software License Version 1 0 dated 2001 This product includes software developed by vbAccelerator vbaccelerator com Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law END USER LICENSE AGREEMENT FOR TIMETRAX TIME RECORDER amp SOFTWARE MANAGER IMPORTANT READ CAREFULLY This Pyramid Time Systems LLC End User License Agree ment EUL
24. RAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Paylink Export cont amp Paychex PayLink Export Version 4 2 0 For Payroll Pyramid Technologies LLC idi c Paychex PayL ink Double Click To Set Path sachs jS Files Client ID D en ses 5eq mn send Hourty Rate porn Path Name HERE TECH MELDE Program FilasvPyramidTimeT ras Cancel Export and Discard Any Changes Fila Nare 4 6 Enter Branch Number Client ID Site and Seq provided by Paylink and select whether or not to send hourly rate DO Select drive and location where export file will be saved Click Continue Export and Save Any Changes 9 Contact Paylink to obtain steps to import file into Paylink software pyramidtimesystems com PAYROLL 49 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL ProData Evolution Export a Hepni 7 Expos Fm p Panrrol Selection pwe Payrol Time Trax Fayroll Punch Cat A Payin Lekel kan et M Employesz in the Selected Payroll Group lt C Empimyeess by Groupr in the Selected Payroll Greg av al Wa rol Det ae ki P Worked h f Prec gt e bikes Explore in des oes bid Pony nol oru 2 Reports I Exports Archos Report n 1 Click Reports Exports Emplcyes Detals Q Select ProData Evolution Exp
25. TS gt a dow 0 0 a aS P SIUE NUR eR SEC e WX HOUR Y 29 QUICKBOOKS 2 2 sss 30 39 ADP pe 539 4 8 RPEGASEeR 4 x4 9 9 40 41 GENERIC TEXT ww aou m 9 eh ee es PORC kou r a 42 43 HEARTLAND wow w wou a ik mod Founi 4 a 44 45 PAYCHEX dok diw di A kd ADEE SP eH eG 46 47 EALEIN de bouk eee Ne w ie S OUR ele 9 03 3 Bon S 48 49 PRODATA EVOLUTION aa aa 50 51 PAY AMERICA 52 53 TIME CLOCK u eG eee 9 48 ROW n P eS 94 55 ARCHIVE REPORTS uoo x youn owe ee Bo eee ee n 36 EMPLOYEE DETAILS or onon noun 57 USING THE TIME CLOCK 58 59 TROUBLESHOOTING a n n n n nou 59 pyramidtimesystems com TABLE OF CONTENTS 1 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART SOFTWARE REQUIREMENTS Please verify system meets ALL requirements listed below Do not install TimeTrax software if system does not meet minimum requirements Single User installation Local Area Network LAN only DHCP enabled network Windows XP Vista 7 or 8 User Profile with Admin rights Regional settings amp hardware input in English TimeTrax Time amp Attendance software does not operate on server PC s Pyramid Time Systems does not support the use of TimeTrax software on a server PC 2 SOFTWARE REQUIREMENTS 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PRODUCT OVERVIEW Thank you for choosing the TimeTr
26. adge is assigned to Card Report Comprehensive Swipe Card or Prox Badge Z Employee Name card or badge is assigned to and Em ployee Status Employee Card Report Employee Group Name Employee Name Employee ID and all swipe cards or prox badges assigned Employee Contact Information Name Address Home Phone and Work Phone Employee Seniority Report Employee Name IDZ Hire Date and Days Employed Sort by 30 60 90 or 410 Day Bands by Name or by Date Hired Department Reports The following department reports are available if department codes are purchased To purchase this feature please contact Pyramid Customer Service at 888 479 7264 Department Report Department name Department Number Hours and Total Dollars Department Report by Group Employee Group Number assigned in Employee Group Setup Department Name Department Number Hours and Total Dollars Department Hours Report Department Name Number of Regular Hours Overtime Hours and other Hours such as vacation sick etc Department Report by employee Employee Name Department Name Department Hours and Total Hours Department List Department Number and Description Cj Punch Detail user comments will appear on report if selected 28 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Reports Exports Reports Export payroll to selected Payroll Provider Payroll Selection r Export Specification
27. are pro grams that You licensed as a single product the TimeTrax software may be used and transferred only as part of that single product package and may not be separated for use on more than one computer 4 COPYRIGHT AND TRADEMARKS All title trademarks and copyrights in and pertaining to the TimeTrax software the ac companying printed materials and any copies of the TimeTrax software are owned or licensed by Pyramid Time Systems LLC or its affiliated Companies The TimeTrax software is protected by copyright and trademark laws and internation al treaty provisions You may make one copy of the TimeTrax software for back up and archival purposes You may not copy the printed materi als accompanying the TimeTrax software You may not remove modify or alter any Pyramid Time Systems LLC copyright or trade mark notice or the Pyramid Time Systems LLC name from any part of the TimeTrax software including but not limited to any such notices contained in the physical and or electronic media or documentation in the Pyramid Time Systems LLC Setup Wizard dialogue or about boxes in any of the runtime resources and or in any web presence or web enabled notices code or other embodiments originally contained in or otherwise created by the TimeTrax software 5 DUAL MEDIA SOFTWARE You may receive the TimeTrax software in more than one medium Regardless of the type or size of the medium You receive Yo
28. ax EZ Series Time Clock System TimeTrax empowers business with essential employee time tracking tools to manage report amp export employee time amp attendance With the TTEZ Series Time Clock System employees can simply punch In and Out using a swipe card TTEZ amp TTEZEK or proxim ity badge TTEZPROXEK TimeTrax Time amp Attendance software interfaces with the TTEZ series terminals to auto matically calculate payroll including time amp a half double time special Saturday Sunday or 7th day overtime work rules This comprehensive software suite includes editing pay roll periods special pay categories global or select employee groups up to 10 analytical reports amp exporting to most major payroll providers Please read through this Software Reference Guide or refer to TimeTrax Help for de tailed information TimeTrax EZ EZ ek EZ prox ek System Platform Magnetic Swipe Magnetic Swipe Proximity Connectivity Serial Ethernet Ethernet Base Employees 25 50 50 Maximum Employees 500 500 500 Standard Reports 10 10 10 Payroll Groups 1 1 1 Employee Groups 3 3 3 Special Pay Categories 4 4 4 Pay Periods Overtime Pay Interval Rounding Automatic Lunch Deduction Exporting pyramidtimesystems com Weekly Bi Weekly Semi Monthly or Monthly Automatic Calculation 0 5 10 or 15 minutes Optional Most Major Payroll Providers PRODUCT OVERVIEW amp FEATURES 3 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE
29. bject to all other terms and conditions of this EULA General License Grant to Install and Use TimeTrax software You may install and use one copy of the TimeTrax software on a single computer Redistributable File s Notwithstanding the terms of this EULA to the contrary certain of the executable files of the TimeTrax software may be redistributed by You to the extent required for the permitted operation of the application s software installation code created by You while using the TimeTrax software The redistribut able file s are limited to those specifically iden tified as Redistributable in the media printed materials and online or electronic documenta tion accompanying the particular embodiment of the TimeTrax software 2 DESCRIPTION OF OTHER RIGHTS AND LIMITA TIONS Limitations on Reverse Engineering Decompilation and Disassembly You may not modify reverse engineer decompile or disas semble the TimeTrax software except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation The TimeTrax software is licensed as a single product Except with respect to the redistributables its component parts may not be separated for use on more than one computer Not for Resale Software f the TimeTrax software is labeled Not for Resale or NFR or Evaluation Copy or 30 Day Complimentary then notwithstanding o
30. ck Use Weekly Time Sheet 3 Select dates that coincide with exported pay period in date drop down The exported hours should appear C Check in QuickBooks by navigating to Lists and selecting either Item List or Payroll Item List If sick vacation time etc are being exported the category titles in QuickBooks must match the category titles created in Special Pay Categories or the hours will not export pyramidtimesystems com PAYROLL 39 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL ADP Export Puh etak m peyia Taiatini e Al Empkyest n the telected Payrol Group Eminem tay Group in the Selected Payroll Greg ndis Empia in e Sockets bid Pony rali roun od 2 Reports i Exports Archos Report n D Click Reports Exports Emplcyes Detals Q Select ADP from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 40 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL ADP Export cont amp Export File Definitions
31. e Wizard O Configure Standard one time setup for systems administration pyramidtimesystems com VERTICAL ICON BARS 15 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE amp SMART CONFIGURE Set Date and Time Adjust date time as well as Daylight Savings Time settings No DST STD USA DST STD EURO DST or set custom DST rule Date a Time Bu Save Date Time Changes 10 25 01 Adi Cancel Date Time Changes Daylight Saving Time DST No Daylight Saving Time C Standard European Del ght Saving Time Standard USA Daylight Saving Time C Custom Daylight Saving Time a DST Start Sunday April 2007 at O2200 AM Atomie Egeun i T E saria In s i 4 a 2 00 asa Fa D5T End Sunday October 29 2006 at 02 00 AM Last a Sunday in betore at 00 AM Glope Tese Trax Security Click Set Date amp Time on Configure Vertical Icon Bar Click Save Date Time Changes 16 CONFIGURE 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART CONFIGURE Preferences Changes Date Time Totals and Time of Day Format Changes will appear in both software and reports El Preferences Date Time Display Formats ate Formak wupovvvY E Time Totas Format 7 Force text entries to UPPER CASE o ntis F Dispi Puring Day Totals in Punch Getai Grid C Hunat 7 Enable Workdayi Sebup and Track Aiei Time of Doer Format iomh Erho 2 1
32. ei Tuesday October 31 v Wednesday November 01 Thursday November 02 Clear MFriday November 03 MSaturday November 04 Revert MSunday November 05 ri Work Day O Day Off OK Cancel Lini un a Reports 1 Exports e Arches Repanti Click Workdays Workweeks PF o Only Regular Workweek ates ttc Set workweek template for specified individual or group Enter days which make up regular workweek ain O Only Pay Period Workdays no Sa Set workdays for a specified individual or group Enter actual workweek i e Jane could not work Monday but worked Saturday instead User unchecks Monday and checks Saturday O Workdays and Workweeks Set normal worked days workweek and work days template for a specified individual or group Q Click OK to save changes 26 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Reports Exports Reports Generate up to 10 Analytical Employee and Payroll reports AA Tr ds OULU rete kare tee kn ter e na Po ten S a Export Specification OO Payroll Pyramid Technologies LLC ADP Pay oom Seten Boor c Previous 10722 2008 1072972000 c 2Prior 10152008 10 2 2006 10 00 Pu Create Export ile Employee Selection 4 r Report Specification amp All Employees in the Selected Pay
33. ent C For QuickBooks users please see section on Importing Employees from QuickBooks Duplicate employee records can impact data integrity If two or more employees have identical first and last names enter a unique middle initial TimeTrax will display error messages if a duplicate employee record occurs In case of inactive record record should either be re activated or record should be deleted before new record is added 3Inactive employees will not appear in reports when view is set to Hide Inactive Employ ees Toggle Current View between Active Employees Only and Active amp Inactive Employees by clicking View Hide Inactive Employees Employee Notes Click File Show Employee Notes from top menu bar 14 EMPLOYEE DETAILS SETUP 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART VERTICAL ICON BARS EE Get Punches Fab Sp Employees Groups Punch Details Preferences C u i n Eu a Automatic Backup Payroll Details E i TOU A Workdays Absence E Fr Tim Trax Security Archive Reports m Employees Detail To select Payroll Setup or Configure click buttons at top amp bottom of each Vertical Icon Bar or click File Show More Menus on top menu bar O Payroll Working Vertical Icon Bar used for daily transactions O Setup Employee Groups and Payroll setup handled initially through InstallAwar
34. ifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 44 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Heartland Export cont Export File Definitions For Payroll Time Trax Payroll c Local Disk Heartland Payroll Double Click To Set Path Delimiter eg CA Quoted gj Documents and Settings SAI Users 23 Documents y Pyramid TimeTrax Export Hours Path Name Documents and Settings ll Cancel Export and Discard Any Changes File Name Continue Export and Save Any Changes 6 Under Delimiter select Comma from drop down a Under Quoted select Yes or No Under Employee by select Name SSN or EMP 9 Select drive and location where export file will be saved Click Continue Export and Save Any Changes 1 Enter File Name including file extension 2 Go to location where file is saved and import into software of choice pyramidtimesystems com PAYROLL 45 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Payche
35. ila Mame ta bet Continue Expart and Save Any Changes 6 Enter Branch Number Client Number and Site Number provided by Paychex Select drive and location where export file will be saved Click Continue Export and Save Any Changes 9 Contact PAYCHEX to obtain steps to import file into Paychex software pyramidtimesystems com PAYROLL 47 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Paylink Export Paal LE LE Help TE rPayrol Selection Deport Specification Payrol Time Trax Payrol Punch Cat 2 Prior 11 17 2012 12 01 2012 01 00 AM l fwan Esq Taiatini La Al Opies n the Selected Payroll Group E Eminem ty Group in the Selected Payroll Group En S ndividaal Empia in fe ses bid Pony roll roun 27 Reports I Popit Archos Report n O Click Reports Exports Emplcyes Detals Q Select Paylink Export from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group G Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 48 PAYROLL 888 479 7264 TIMET
36. kilion Export po E Foxy pier kan M 3 iin QuickIboukck FOOT Link zm amp M Empiyest in the Salected Payrol Group VimeCunk Formal E Eminem tay Groupr in the Selected Payroll Greg e gt 6 kreol Empiri in des oes b di Pony roll oru Pa ur r t ale 178 n Workers f Abn 2 Reports I Exports Archos Report n 1 Click Reports Exports ey SW Q Select Pay America Format from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 22 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Pay America Export cont Export File Definitions For Payroll TimeTrax Payroll a Double Click Ta Set Path Delimiter aac Quoted amp x3 Documents and Settings EJA Users Employee by hame Eo Export Type Payrou TimeTrax Export Hours PayAmerica Format C Export Pay Path Mame Documents and Settings ll Creer Essere els m a b EE Discard ny Changes File Mame E Continue Export and Sa
37. on Payrol rmerros Payroll Quick oak ite Link z Dnployes Tbe ion Quick bouki 2003 Link Al mpiya n the Selected Payrell Group loll Format L Iosue mn try Groups in Ene Selected Payroll Gre z T kiia ETE in Les ose b l Pony nol onam c en Reports li Exports e Archros Reports a O In TimeTrax click on Payroll Tab A Emplcyes Detals Q Click on Reports Exports G Under Employee Selection choose employees for export hours to QuickBooks 4 Select QuickBooks 2003 Link from Export Specifications drop down 5 Click Setup Export 6 Check Automatically Approve and Proceed with Export 38 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE amp SMART PAYROLL Exporting Hours to QuickBooks cont Fi Pea Dukkak Dyr ami Expart egar Pay tam Hori Ree Ceertios 15 Pa tam Dvarllma Hiri Parte Owertime 2 Pay tam Uvarme Hoarty Bate 7 2 Click Browse and follow path you previously wrote down to locate QuickBooks company file Verify Regular Pay Item Overtime 1 5 Pay Item and Overtime 2 Pay Item are named exactly the same way in QuickBooks 9 Click Start Exporting to QuickBooks Je Jn l memi omm Once the export is complete check that hours are in QuickBooks 1 Navigate to QuickBooks and in Employee Center click drop down Enter Time 2 Cli
38. ore than 2 pay periods prior user MUST approve payroll at end of pay period Data will not be archived unless payroll is approved TimeTrax will generate a warning as a reminder 36 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Employee Details re i twee Ding Xt Tip LL 1 MON Card 3 NENNEN Home Prone O nen ann empa ors Pear Inackia M SUM anniversary E Terminates i Hired EEN NEED Darena Vire ACTIVE Di EEL AT O Click Employee Details Click Add or Edit See pg 14 for more info pyramidtimesystems com PAYROLL 57 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART USING THE TIME CLOCK EZ Swipe Card Series Swipe card in the swipe channel from top to bottom If employee card number is successfully read the time clock terminal will beep and the card number will be displayed briefly on terminal screen Employee records generated from swipe card punches are stored within the terminal The terminal stores the last 6 000 punches before download is required Depending upon usage punches can be retrieved on a more or less frequent basis Swipe card in the swipe channel from top to bottom PYRQ MiD 58 USING THE TIMECLOCK 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART USING THE TIME CLOCK EZ Prox Card Series Wave prox badge within two inches of target
39. ort from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 50 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL ProData Evolution Export cont 4 PraData Evolution Export wersipn 4 20 For Payroll Pyramid Technologies LLC c PraData Evolution ENDE o 5r Double Click Ta Set Path Rate Codes Regular A pA Files Overtime 1 5 oz Overtime z os Path Mame peers rapi Program FilestPyramidiTimeTrax Cancel Export and Discard Any Changes Fila Mare 6 Enter Rate Codes provided by ProData Evolution Select drive and location where export file will be saved Click Continue Export and Save Any Changes 9 Contact ProData to obtain steps to import file into ProData software pyramidtimesystems com PAYROLL 51 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Pay America Export p Panal Selection Export Specification Punch Deta ProGala Ero
40. p Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 42 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Generic Text Export cont Export File Definitions For Payroll Pyramid Technologies LLC Generic Text Doubla Click Ta Set Path Sack 9 Program Files C3 Pyramid Defimiter Quoted Employee by Export Type Path Name Program Filas Pyramid T imeTraxs Cancel Export and Discard Any Changes File Name Continue Export and Save Any Changes 6 Under Delimiter select Comma from drop down Under Quoted select Yes or No Under Employee by select Name SSN or EMP 9 Select drive and location where export file will be saved Click Continue Export and Save Any Changes 1 Enter File Name including file extension 2 Go to location where file is saved and import into software of choice pyramidtimesystems com PAYROLL 43 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Heartland Export Generic Text Arneiro izhie 2012 n m Heartland Payroll j12 09 2012 10 00 PW T rr nir Leta Ki ML dh HEC y a i D D Click Reports Exports Q Select Heartland Payroll from Export Spec
41. pany File Name icki Regular Pay Item nourty Rate 5 Syre Hourty Rate Use weighted score to match Employee records Update fields in TimeTrax Employee records QuickBaookssasTimeTrax Ask before importing lote When specifying a Q6 Company File Mame be sure to specify the fully qualified name including the drive and path Cancel syne g program files intuit quickbooks promycompany aee 4 Click Link Rules pyramidtimesystems com PAYROLL 33 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Syncing Employees with QuickBooks cont Employee Match Employee Import Employee Export C Match only on Employee ID Uniquely match on these fields weighted in this order Employee ID Social Security Number Last Name First Name First Initial Middle Initial For each GuickBooks Employee record that matches a Iv TimeTrax Employee record always fill in blank fields in the QuickBooks record with the entries made in TimeTrax Note Social Security Number entries cannot be filled in Foreach TimeTrax Employee record that is matched with ja QuickBooks Employee record always update it with the entries made in QuickBooks 5 Click Employee Import 6 Check Ask before Importing the QuickBooks Employee record into TimeTrax Click Employee Export Check Ask before exporting the TimeTrax Employee Record in Quick
42. possible errors O Insert Punch Click Insert Punch choose date and time of punch Click Save O Edit Punch Click Edit Punch change date and or time of punch Click Save O Delete Punch Highlight punch Click Delete Punch Choose Yes on verification screen to proceed C An edit trail is automatically produced for any modifications made to original punch and will appear on screen and in timecard report Never edit AM to PM or PM to AM Delete the incorrect punch and add the correct punch pyramidtimesystems com PAYROLL 23 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Payroll Details Allows user to enter exceptions to employee payroll record and approve un approve payroll records Most fields are pre populated from Punch and Employee Detail screens RI B 8 TITIO dila d Un m zx 5 Bi O Special Pay Type Click Edit Payroll Details Choose which special pay to add Enter hours associated with special pay in hours field then click Save O Approve User must click Approve at end of each pay period In order to run reports on time periods of more than 2 pay periods prior user MUST approve payroll at end of pay period Data will not be archived unless payroll is approved TimeTrax will generate a warning as a reminder O Un Approve Once approved user can only edit payroll by first clicking Un A
43. pprove Click Approve after making changes O Approve Next Click Approve Next to approve current employee file data into archive and proceed to next employee record C Date will only pre populate if special pay accrues towards overtime as selected in payroll groups 24 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Assert Global Special Pay Pays all employees or group of employees same number of hours i e Independence Day 8 hrs Assert Global Special Pay Help E ar SBM EUW oo tite eat ren a cis ons e LENIN a TRO DE DER T TOR T Fifth Special Pay Entry Payroll Pyramid Technologies LLC Select Special Pay Comments Py Period sat td Tim Ron Ree rH Current 19 25 2000 1170872006 109004 cC 10 22 2006 10 29 2006 10 00 PM Previous Fourth Special Pay Entry C zPrier 10 15 2006 10 22 2006 10 00PM j Select Special Pay Comments r Employee Selection All Employees in the Selected Payroll Group C Employees by Groups in the Selected Payroll Group Do not give Special Pay s to Employees hired less than days ago C Individual Employees in the Selected Payroll Group adio it Assert Special Pay s To Selected Employees and Pay Period Close O Assert Global Special Pay Click File from top menu bar Click Assert Global Pay from drop down O Employee
44. rms a Service Connection cal Spelling Tax 1099 General Invoicing options Sales and Customers Track reimbursed expenses as income Default Markup Percentage 0 0 Jobs and Estimates Time amp Expenses 9 In QuickBooks click Edit Click Preferences aD Click Time Tracking or Time amp Expenses 2 Click Company Preferences 3 Under Do you track time Choose Yes Choose First Day of Work Week from dropdown 15 Click OK pyramidtimesystems com PAYROLL 31 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL QuickBook Requirements cont firme I B ol mman an rin on rame Select File 2 Navigate mouse to Open Previous Company The Path where the QuickBooks File is located will be displayed Write down Path and click Close QuickBooks completely C lf there is more than one company please make sure that company syncing with is on top 32 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Syncing Employees with QuickBooks Pay Period Current Pay Period Starts On fis Li 15 akey of every month at 10 00 Pl A Current 12 08 2012 2 Prior 11 10 2012 1 Click Setup tab Q Click on Payroll Setup Groups G Click Sync Employees with QuickBooks QuickBooks Employee Sync Q8 Com
45. roll Group Payroll Report C Employees by Groups in the Selected Payroll Group TTIDULCUTTITUUY VT TUTIAISUUTUUUTVYUTEUPUNUITUNMTIYTUETITINUMM C Individual Employees in the Selected Payroll Group nn on 2 Reports I Exports e Arches Reports Click Reports Exports Choose Report Pay Period and e Employee Group or Individual Employees to be included on Us report Click Create Report Employees Detals O Payroll Report Total regular overtime special hours worked including wage information for selected pay period O Time Card Report Individual punches special pay and running totals of regular and overtime hours worked for selected pay period O Attendance Report Absenteeism missed punches and warnings for today yesterday or selected pay period C Punch Detail user comments will appear on report if selected 7This report will only function if workdays workweeks and track absences is set up pyramidtimesystems com PAYROLL 27 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Reports cont Punch Report Punches Missed Punches Absenteeism and Warnings If no warnings are used the re port will show edited punches If warnings are used report will show actual punches Detailed Payroll Report Combines Payroll Report and Time Card Report Card Report Swipe Card or Prox Badge and Employee Name card or b
46. ted setup options 94 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Time Clock Export cont amp Export File Definitions For Payroll TimeTrax Payroll a Double click Ta set Path Delimiter CA Quated amp x3 Documents and Settings x All Users Employee bw hame a Expart Type Payrou TimeTrax Export Hours TimeClock Format C Export Pay Path Mame Documents and SettingskAll Cines PULS eI m Sum EUIS Discard Any Changes File Mame NEN Continue Expart and Save Any Changes 6 Under Delimiter select Comma from drop down Under Quoted select Yes or No Under Employee by select Name SSN or EMP 9 Select Export Type Payroll or Punches Select drive and location where export file will be saved 1 Click Continue Export and Save Any Changes 2 Enter File Name including file extension 3 Go to location where file is saved and import into software of choice pyramidtimesystems com PAYROLL 55 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Archive Reports Once payroll record is approved it is placed in Archive Archive Reports may be generated from date TimeTrax was installed up to and including current date Archive Reports Help m Payroll Selection p 5tart End Dates i Payroll Pyramid Technologies LLC
47. ther sections of the EULA You may not use the TimeTrax software for commercial purposes nor sell or otherwise transfer it for value Commercial purposes include the use of the TimeTrax software to create publicly distributed computer software 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART No rental leasing or commercial hosting You may not rent lease lend or provide com mercial hosting services to third parties with the TimeTrax software Software Transfer You may permanently and wholly transfer all of Your rights under this EULA provided You a retain no copies whole or partial b permanently and wholly transfer any and all of The TimeTrax software including all component parts the media and printed materials any upgrades this EULA and if applicable the Certificate of Authenticity to the recipient and c the recipient first agrees to abide by all of the terms of this EULA If the TimeTrax software is an upgrade any transfer must include any and all prior versions of the TimeTrax software and any and all of Your rights therein if any Support Services Pyramid Time Systems LLC may provide You with support services related to the TimeTrax software Support Services The provision and use of Support Services is governed by the Pyramid Time Systems LLC poli cies and programs described in the TimeTrax software reference guide and or in online doc
48. ty Numbers ad customer credit card information 5 Click Continue Click Done pyramidtimesystems com PAYROLL 35 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Syncing Employees with QuickBooks cont Import Employee QuickBooks gt TimeTrax I X QuickBooks Employee WEST ELSIE Details Matching TimeTrax Employees kilo matches Details Import As A New Don t Import TimeTrax Employee P Import Into Group No Default Group Selected 2 On Import Employee Screen carefully select employees to integrate Click Don t Import to exclude an employee from Export Import 36 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL QuickBooks Exporting Requirements EE e g p Tame casum Dee ese Dmm Lower leis Smar orim F L V ann b oromani ns a poii d aao pin O In QuickBooks click Employee Center Double click on employee G In Change Tab drop down click Payroll and Compensation Info 4 Check Use time data to create pay checks C This box must be checked for all employees whose hours will sync with QuickBooks pyramidtimesystems com PAYROLL 37 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART Exporting Hours to QuickBooks EI UDEMTI UI Help r Pag rod Selec tion Expert 3pecthicati
49. u may use only that one medium that is appropriate for Your single computer You may not use or install the other medium on another computer including but not limited to portable computers under the exclusive control of the registered developer You may not loan rent lease or otherwise transfer the other medium to another user except as part of the permanent transfer as provided above of the TimeTrax software 6 U S GOVERNMENT RESTRICTED RIGHTS The TimeTrax software and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the U S Govern ment is subject to restrictions as set forth in subparagraph C 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subparagraphs c 1 and 2 of the Commercial Computer Software Restricted Rights at 48 CFR 52 227 19 as applicable Manu facturer is Pyramid Time Systems LLc 45 Gracey Avenue Meriden CT 06451 USA TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART 7 APPLICABLE LAW This EULA is governed by the laws of the State of Connecticut Should You have any questions concerning this EULA or if You desire to contact PYRAMID TIME SYSTEMS for any reason please contact the Pyramid Time System distributor serving you or write PYRAMID TIME SYSTEMS 45 Gracey Avenue Meriden CT 06451 or e mail custsvcGPTI cc or call Toll Free 1 888 479 7264 8 LIMITED WARRANTY Pyramid Time Systems LLC
50. ular Sick amp Vacation O Rate Multiplier Rate at which Pay Category is paid Example Holiday is rate multiplier 1 if employee is paid regular rate for day Time and a half is rate multiplier 1 5 O Apply to Weekly Overtime Check box if category hours can accrue towards overtime O Category Code Provided by payroll company if using one Code ensures proper transfer of information from pay category in TimeTrax PC to payroll service provider 7 Employee Groups our Payroll Setup can have up to 3 Employee Groups Note that an Employee Group has already been created for you when you first did the Payroll Setup Employee Groups are used to define a set of employees which have certain time clock calculations in common The Employee Group sets the rules for calculating overtime premiums based on extra hours worked assumption of missed punches rounding of punch times automatic lunch deductions and warnings for punches out of normal periads Do you want to setup Employee Groups now Q Click Yes to continue 10 PAY CATEGORIES SETUP 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART EMPLOYEE GROUPS SETUP Enployvee Groups Overtime Weel OO Bi Weekly O Monthly Seni Monaniy Daily Overtime S Pay time 1 2 for working over hrs y Wig S Pay double time for working ower hrs Woekly Overtime r Pay time 1 2 Tor working over hrs Max Hours Before dur Minutes Missed
51. umentation Any supplemental software code provided to You as part of the Support Services shall be considered part of the TimeTrax soft ware and subject to the terms and conditions of this EULA With respect to technical informa tion You provide to Pyramid Time Systems LLC as part of the Support Services Pyramid Time Systems LLC may use such information for its business purposes including for product updates and development Termination Without prejudice to any of Pyramid Time Systems LLC s other rights Pyramid Time Systems LLC may terminate the EULA if You fail to comply with the terms and conditions of this EULA In such event You must destroy any and all copies of the TimeTrax software and all of its component parts 3 UPGRADES and SUBSCRIPTION If the TimeTrax software is labeled or otherwise identified by Pyramid Time Systems LLC as an upgrade or subscription You must be properly licensed to use a product identified by Pyramid Time Systems LLC as being eligible for the upgrade in order to use the TimeTrax soft ware TimeTrax software labeled or otherwise identified by Pyramid Time Systems LLC as an upgrade replaces and or supplements the prod uct that formed the basis for Your eligibility for such upgrade You may use the resulting upgrade product only in accordance with the terms of this EULA If the TimeTrax software is an upgrade pyramidtimesystems com of a component of a package of softw
52. ve Any Changes 6 Under Delimiter select Comma from drop down Under Quoted select Yes or No Under Employee by select Name SSN or EMP 9 Select Export Type Payroll or Punches Select drive and location where export file will be saved 1 Click Continue Export and Save Any Changes 2 Enter File Name including file extension 3 Go to location where file is saved and import into software of choice pyramidtimesystems com PAYROLL 53 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE 8 SMART PAYROLL Time Clock Export Reports I Exports eo Archos Report e A Employes Dats C p Payroll selection pe Faeyr Fayroll Heart ano Payron Pay Choca Payin Cede ors 7 M impias n the Selected Payroll Group Eminem tay Group in the Selected Payroll Greg e 6C kredib tchad Empiri in die ees bed Pony roll oru 1 Click Reports Exports Q Select Time Clock Format from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File Setup is typically a one time screen for setup Create Export creates export with the selec
53. vere va 3 a in J imeTraz system can also optionally include synchronized iB Bi Weekiy wall clocks and bell horn systems This TimeTrax software comes with many features such as variable pay rates and a De l te Rapes Metye Famm mit mou pen APEL vit pay periods and can export to most payroll systems i mhith pases rins us pe abra Fer Fer Pari eekly J dej Macey ated period Dre fo begin using TimeTrax the Payroll Setup must first be be m sity Tame Hands done Do you want to do Payroll Setup now a peres pere D Choose Yes to continue to Payroll SetUp Screen SS LU Previous 06 48 2000 06 25 2008 10 00PM ou Fa ou G Choose Pay Period format weekly bi weekly monthly or semi monthly start day and start time Click Save then click Setup Pay Categories to continue C Overtime may be accrued to next Pay Period for hourly employees paid on a monthly or semi monthly basis Select time one hour after last Out punch of previous pay period or one hour before first In punch of current pay period Do not select 12am midnight pyramidtimesystems com PAYROLL SETUP 9 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAY CATEGORIES SETUP pay Category Rate Multiplier 8B Appty t Weekly Overtime Category Code O Click Edit to begin O Pay Category Predefined employee hour classifications Holiday Other Overtime 1 5 Overtime 2 Reg
54. x Preview Export z Kapailz 7 Espas Help gt 1 Parral Selection r Expert Specification nim Payrol Time Trax Fayroll Puh e c pre ala Erotution Export fwan papiye Ced Lors fauk 2903 Link ic e M Empkeyest vi the Selected Payroll Group TimeCuck Forma Empress by Groupe in the Selected Payroll Grap ki Etenn T gt kaiia Erpkryesi in e biot bid Pay roll roun 2 Reports i Exports Archos Report n O Click Reports Exports Emplcyes Detals Q Select Paychex Preview from Export Specifications drop down G Select Pay Period to be included in Export 4 Select Employees to be included in Export Check Employee by Group in the Selected Payroll Group or Individual Employees in the Selected Payroll Group 5 Click Setup Export or Create Export File C Setup is typically a one time screen for setup Create Export creates export with the selected setup options 46 PAYROLL 888 479 7264 TIMETRAX EZ SERIES SOFTWARE REFERENCE GUIDE SIMPLE SMART PAYROLL Paychex Preview Export cont d Export File Definitions For Payroll Pyramid Technologies LLC Paychex Preview Double Clisk Ta Set Path HEA 59 Program Files C34 Pyramid Branch Number Client Number Site Number Path Name k APragram Filas Pyramid T imeTrax Cancel Export and Discard Any Changes F

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