Create a payroll period as described in Processing Payroll > Opening a New Payroll Period. The Pay Period should reflect the last day of the payroll pay period and the Pay Date should equal the date the 3rd party payroll service processed the employee's pay.
Record the optional payroll clock in/clock out times using the various options within EBMS. Review Time and Attendance > Clock In/Out Overview for more details.
Enter timecard details using the various EBMS options listed below:
Tasks and Work Orders: Tasks > Overview
Job Costing module: http://www.eaglebusinesssoftware.com/ebms/modules/JobCosting
Time Track app: http://www.eaglebusinesssoftware.com/services/web/Time Track
In Field Harvest Manager: http://www.eaglebusinesssoftware.com/ebms/modules/InHarvestFieldManager
Timecard Entry: Review Processing Payroll > Entering Timecards
Select Labor > Worker Payments from the main EBMS menu to open the Employee Payments dialog. Complete the following steps within this dialog:
Verify that the Payment Method for all employees listed is set to Payroll Service.
Click the Select All button to process labor for all employees listed.
Click on the Process button and select Calculate Taxes (Typical) option from the button menu. Note that this step may not calculate any taxes or deductions since the 3rd party service calculates payroll. The user can calculate and post company taxes or other deductions for non-payroll costs if desired.
Click on the Process button again and select Process Payments to process the daily debit transactions to individual work codes, jobs, etc. and credit to the payroll payable account listed in the Advanced tab of each employee. The process will create an export CSV file to export to the 3rd party payroll provider. Review the Processing Payroll > Process Payments section for more details on this dialog.
Click OK to open the Save As dialog as shown below:
Select a file location for the CSV export file.
Select the appropriate folder click Save. The File name will include a date to identify the specific pay period.
Print an optional report to list workers, hours, and pay for
the pay period.
Launch the report menu by selecting
from the main EBMS menu.
Link this report to the report Print button on Worker Payments to make
it more convenient. Review [Main]
Reports > Print Buttons and Menus for report configuration
steps.
The following dialog will appear. Complete
the next step: uploading to 3rd party provider, before clicking Yes.
Upload this CSV file to the 3rd party payroll provider. Contact the payroll provider for the steps to communicate the payroll file electronically. Send a sample CSV file to the provider to verify the file format. Click Yes on the dialog shown above after uploading the payroll file.
The accounting transactions from your 3rd party payroll provider can be electronically imported into an EBMS journal. Complete the steps in the Posting G/L Transactions from a 3rd Party section when the payroll service has completed the payroll process for the current pay period.
Close the payroll period within EBMS. Review the Processing Payroll > Closing Payroll Periods section for more details on this step.