Monday, April 24, 2023

Exporting ADP Batch as a CSV File

Following with the topic of the exciting ADP Integration, today we want to show you how you can now keep a backup of your batch payroll by exporting it to a CSV file. Of course, make sure to check our previous post for a more in depth article related to this topic).

Our starting point will be right after the employees have approved their timesheets from the Timecard GPS app and then the Managers would also approve them via the Web Portal. As soon as the batch has been successfully created, we can go to the Administration portal, and then access the "Submit Timesheets for ADP Payroll Batch" section within the "Basic" section:

Once inside, we will select our appropriate Payroll Group, which will vary from one organization to another, then the Period of the timesheet that you would like to export and click the "Filter" button:

Doing that will display the desired results, in this example we are showing the timesheets that were sent for a single employee from our Timecard GPS system into ADP. After this, we would click the Download button:

That will start the download of the file to your computer, this process will vary depending on the browser and browser settings you are using, but in most cases you will either select where to download the file, or it will default to the Downloads folder.

Once we open the file, we can view the generated data in CSV format, which will be very useful to create a backup of all the batch transfers that you are doing (e.g. maybe you want them for offline access or in a printable format).

That's it for today, stay tuned for upcoming updates on more exciting features our team has been working on to make your life easier...!

--Econz Team

Tuesday, April 18, 2023

Email Alerts for Leave Requests

Coming back to a previous topic where we discussed Leave Requests, today we are bringing you details of more functionality which will make handling the PTO process more robust. As we all know, these are very busy times, and sometimes we need some help from the systems we use to keep track of what's going on, so in the case of the Human Resources team, handling PTO requests promptly is critical.

For this reason, Timecard GPS has a feature that will allow Leave Admins to receive emails as soon as a request has been sent from a device. It's very easy to set up, but as a requisite, make sure to follow the steps on this post to assign a Leave Admin to an employee prior to completing this next step.

With that out of the way, go to the Administration tab and select "Manage Users" within the "Staff" section:

Then, find the name of the Admin user and update the profile with the contact details, specifically the email portion. Also, very important, make sure to tick the "Notify Via Email" box:

Once that is done, the employee can request PTO with the application, which will trigger an email alert to the Manager in charge of reviewing that staff member's request:

Then the person in charge can go to the Administration portal and manage the Leave Request:

(Click on the image to enlarge)

That's all for now, we hope you like this feature as much as we do! Let us know if you have any questions or comments below.

--Econz Team