Working with records using Payroll Summary

  1. SelectTime Track Payroll > Payroll Summary. The Payroll Summary form is displayed.
  2. Create a Default Selection Criteria.
    Note: The Default selection criteria is executed each time the form is opened.
  3. Specify this information:
    Payroll ID
    The payroll ID.
    Tracking Year
    The tracking year.
  4. Specify the selection criteria or filters.
  5. Click Save Selection icon.
  6. Click OK to save the selection criteria as the DEFAULT selection.
  7. Modify the ID and click OK to save an alternate criteria selection.
  8. Click the Restore Selection icon to select a stored selection criteria, and select the Selection ID.
  9. Right-click the Employee field of a record to view details. A context menu is displayed.
  10. Click Payroll Details to view the Payroll Details form.
  11. Select one or more records in the Records section to perform administrative functions, such as processing, calculating premium, generating an extract or reopening payroll records and click an appropriate toolbar option.
Note: In most configurations, Cloud Export Data must be set to Yes to generate an extract. The only configuration that can generate an extract when Cloud Export Data is set to No is On-Premise installations when the Time Track is executed with a Smart Client.