Friday, February 4, 2022

iSolved HCM Time Entry Grid Data Transfer

Hello everyone! We had started discussing our iSolved integration a few posts ago, today, we have more updates to share with you. Our integration has been slightly updated to make it even easier for you to use, so let's check it out!

First, make sure to log into our Web Portal as a Payroll Admin, go to the Administration tab and select "Approve Timesheets" from the Basic section:

On the next screen, use the appropriate filters to focus on the users and time period you wish to approve timesheets for. Click the Filter button to generate the information:

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In this example, we want to submit the timesheet for Lydia A Davidson, so we click on "Not Available" on the left side. Of course, if the employee had submitted the timesheet, then this would be the timesheet ID:

On the next screen, click the "Submit for Employee" button to enable the approval of this specific timesheet:

Here is where you can review, edit and approve the timesheet as desired, once you are ready, click the "Save" button on the bottom left side of the screen:

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Then you will get a pop up message prompting to to approve the timesheet changes, click on "Save changes" to continue:

You will be taken back to the "Approve Timesheets" screen. You can continue approving other timesheets if needed, but once you are done with that part of the process, you can go back to the Administration tab and select "Submit Timesheets for iSolved Payroll Batch". This is a meaningful quality of life change, as now you don't need to submit timesheets one at a time, but you can use this tool to send all of them at once.

On this screen, select the Payroll Group and Period according to your needs. In this example, we are using "Biweekly" and doing it from "Jan 12, 2022 - Jan 29, 2022". Click the "Filter" button to view the results for the timesheets you wish to submit to iSolved. You can review and make sure everything looks good before sending them, if that is the case, enter a Batch Number and click on "Save":

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Finally, after the process is done on the Econz side, you can log in to your iSolved account and search for the Time Entry Grid section. Here is where you can view the information that we just sent with the batch option, you will see all timecards and total hours so you can review, make any edits and complete the payroll process using the data captured with Timecard GPS:

Click on image to enlarge

Let us know if you have any questions or comments, until next time!

--Econz Team

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