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TIMETRAX PRO
PAYCHEX PREVIEW
The following are instructions for setting up and using the PAYCHEX
PREVIEW EXPORT contained in the TimeTrax PRO. You will have to go into
the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary
for you to setup the CATEGORY CODES within the SETUP – PAYROLL GROUPS
– SETUP PAY CATEGORIES. (These codes will be provided to you from your
payroll service provider). It is also required that individual payroll records are
approved before export on the PAYROLL DETAILS SCREEN.
Setup/Create Export:
Congratulations, you have successfully created and saved a PAYCHEX PREVIEW
export file. You will need to contact PAYCHEX to obtain steps on how to import
the file you created and saved into PAYCHEX software.
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Choose EXPORT.
Select PAY PERIOD to be
included in EXPORT.
Select who is included in the
EXPORT. Choose either
EMPLOYEE GROUP or
INDIVIDUAL EMPLOYEES.
Choose SETUP or CREATE
EXPORT. Setup is typically a
one-time screen for setup –
CREATE EXPORT will create
the export with the setup options
you have selected.
PAYCHEX will provide BRANCH,
CLIENT, and SITE NUMBER for
this export.
Select the drive and location you
want the export file to be saved.
Click CONTINUE EXPORT and
SAVE ANY CHANGES to export
and save the file where you
selected.
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Troubleshooting
