Manual Payroll Item Selection
BigTime can recognize payroll items from QuickBooks Desktop. The easiest and quickest way to do this is setting up a manual payroll item selection. Then, your hourly and salaried employees can manually select a payroll item from a picklist (dropdown menu) in their timesheet.
Here’s how system administrators can set up a manual payroll item selection:
- Click Time/Expense, on the navigation bar at the top of your screen, and select Timesheets.
- Click the gear icon to get into the timesheet settings.
- Click on the hyperlink Add Detail Field.
- Check the Pay Item box.
- Click Update Timesheet Format to save your changes.
Now users can select a pay item from a picklist when they log time in their timesheet. They’ll choose from many options, including vacation time, hourly time, overtime, sick time.
Let’s create a new timesheet row to see what this pay item picklist looks like.
Click Add Timesheet Row in your timesheet. Notice the new picklist we created: pay item.
Click on the red triangle to see the picklist of options.
Sue Smith is an hourly employee, so she’ll choose “Hourly regular” from the picklist.
- Click Save to save your newly added timesheet row.
Sometimes employees to select the wrong payroll item from the picklist. Consider this example: Sue Smith may accidentally select “overtime,” instead of “hourly pay.” That’s a problem because these two items are associated with different pay rates, since Sue gets paid more for overtime work.
The system administrator can adjust a wrongly submitted timesheet, but doing so can get tedious—especially if you’ve got a big company. That’s why we offer automatic payroll item selection.