Summary

This document addresses work instructions for how to prepare the payroll export for PowerManager.

To Run Payroll with PowerManager:

  1. Log into tmsConneXion and time and attendance.

  2. Select Payroll and Payroll Monitor from the quick menu (Figure 1).

  3. Confirm you have no critical issues in the Previous Period and the Issues row is Green (Figure 2). If you do have Critical exceptions, see Step 4, otherwise, skip to Step 8.

  4. If you have Critical exceptions which are typically caused by missing punches, you will want to address these before running payroll.  To see the Critical Exceptions, click anywhere in the Issues row (Figure 3).

  5. Upon clicking on the Issues, you will be taken to a list of employees who need something corrected; the Condition will alert you to the specific issue.  Click on the employee’s name to be taken to their timecard where the exception can be fixed.  Repeat this step for each employee on the list. (Figure 4).

  6. On the employee timecard, look for the Missing Punch in the Description field; add the missing punch(es) (Figure 5).

  7. You may use the Breadcrumb Trail in the upper right-hand corner to either go back to your employee list or back to the Payroll Monitor by clicking on your choice (Figure 6).  Please note that the employee you just fixed may continue to show in the list.

  8. Once all Critical Exceptions have been fixed, Payroll Monitor will change the Issues row to Green and you are ready to proceed.  From the menu, select Payroll Export. This will create the file that will be imported into Software Unlimited (Figure 7). 

  9. On the Payroll Exports tab, choose the PowerManager Export (Figure 8).

  10. Click Run Export (Figure 9).

  11. The PowerManager Export file will open in the Download folder (Figure 10).

  12. The file has been downloaded as part of a zipped folder.  PowerManager requires this file to be sent unzipped.  Click Extract All (Figure 11).

  13. Browse to the location where the payroll folder (user created) is located.  Click Extract (Figure 12).

  14. Navigate to the folder where the file is downloaded and the .csv is available and ready to be imported to PowerManager (Figure 13).