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How to Map Reckon Payroll Items

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Notes:
  • Only administrators or payroll managers can set up this feature.
  • Perform this setup after Integrating TSheets and Reckon Accounts and before exporting Timesheet Data to Reckon.
  • If employees may be paid time and a half or double time, in Reckon, set up those pay items, and assign them to the employees pay templates. Then, in TSheets, enable overtime tracking: Company Settings > Payroll & Overtime > Overtime (or use the Pay Rate Engine for more advanced overtime options).


By Employee

If you would like a default payroll item assigned for each type of hours your employees' track, use the Payroll Item Mapping by Employee option. For all regular hours tracked per employee, there will be one payroll item assigned to those hours in Reckon. For all overtime hours tracked per employee, there will be one payroll item assigned to those hours in Reckon. This can be done for regular time, overtime, double-time, and any PTO codes that you have set up.
  1. In TSheets, at the top right, click Reckon, and select Preferences.

  2. Click the Payroll Item Mapping Tool button.
  3. On the Employee Map tab, click an employee's name.
  4. In each hour type column, select one payroll item for each. Selections are saved automatically.
  5. (Optional) To download a spreadsheet, click Employee CSV.
  6. Close the window once finished.

Note: If you use the Pay Rate Engine for more advanced overtime options, you will need to map any overtime payroll Items within Pay Rate Engine Settings.

  1. manage overtime buttonIn the Payroll Item Mapping Tool, click Manage next to the Overtime rule name in the employee payroll item details. (Note: the mapped items will be visible in the Payroll Item Mapping Tool, but cannot be changed there.)

  2. Any Setting that has unmapped rules, and any rule that is unmapped, is indicated by User-added image
  3. Click on a rule to map it. Any Overtime pay item from Reckon will appear in a dropdown next to RECKON PAY ITEM


By Customer/Service Item/Class

If you prefer to assign payroll items based on specific customers, service items, or classes, we recommend that you first set an employee default (just in case there are any customers, service items, or class items that don't get mapped). Then set the override setting by your preferred criteria.
  1. After mapping payroll items by employee, in TSheets, at the top right, click the Reckon dropdown, and select Preferences.
  2. Click the Payroll Item Mapping Tool button.
  3. In the right corner of the Payroll Item Mapping Tool, click the gear icon to open the settings.
  4. Check the Allow overrides by: box, and select Customer, Service Item, or Class.
  5. On the Customer Map, Service Item Map, or Class Map tab, click + Add Overrides.
  6. Click none under Select Customer/Service Item/Class (whichever displays).
  7. Pick a Customer, Service Item, or Class and click Save.
  8. Under each hour type column, select one payroll item each.
    • Note: If you use the Pay Rate Engine for advanced overtime, each overtime setting and its rules will display. They can be mapped here.
  9. Repeat until each Customer, Service Item, or Class is mapped appropriately.
  10. Additions and changes are saved automatically. Close the window when the mapping is complete.


Employee Selection

If you would prefer not to do any mapping and have your employees select their payroll items when they clock in and out, you can set this up on your account.

Note: Any Payroll Items selected by the employee on their timesheets will override any overtime calculation account settings. For example, even though an employee might have two hours of overtime for the week displayed in the reports and export details, it is up to the employee to select the appropriate payroll item for overtime on that timesheet in order to get paid the overtime rate.

To allow employees to select their own payroll items:
  1. In TSheets, at the top right, click Reckon, and select Preferences.
  2. Click the Payroll Item Mapping Tool button.
  3. In the right corner of the Payroll Item Mapping Tool, click the gear icon to open the settings.
  4. Select Let Employees choose Payroll items.
  5. Click Save.
 

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