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File Menu

QuickBooks Setup

Edit the QuickBooks interface setup.

Paychex Setup

Edit the PayChex interface setup.

ADP Pay eXpert / Paycor Setup

Edit the ADP Pay eXpert / Paycor interface setup.

ADP Easy Pay Setup

Edit the ADP Easy Pay interface setup.

Calculate Payroll Tab

This tab contains the tools to calculate your payroll from finalized schedules.

Calculate Payroll

Calculate payroll for the selected schedules.

View Calculated Payroll Tab

Review your calculated payroll and make any corrections or adjustments before posting and exporting your payroll. It is recommended to review your calculated payroll carefully for errors or mistakes before posting.

Payroll Report

Run a report detailing selected payroll information. (This report is also available under the View Posted Payroll tab.)

Consolidated

Run a report that summarizes payroll hours by caregiver and pay rate. (This report is also available under the View Posted Payroll tab.)

Post Payroll

Post the checked payroll records in the grid. Posting finalizes the records, creates and assigns pay stub numbers and marks the records as completed. Payroll records must be posted before you can export them to an external payroll package.

Un-Calculate

Un-calculate all checked records from the grid. Un-calculating a record will delete all payroll records associated with the schedule and reset the schedule status to indicate that payroll has not been calculated. If any of the records tied to a particular schedule are posted, then no records tied to that schedule can be cleared.

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Export and Pay Stubs Tab

This tab contains the tools for exporting payroll data and printing Pay Stubs.

Export to QuickBooks

Tools for exporting billing to QuickBooks display only if QuickBooks is selected as an external Payroll interface in the Agency Office Module, Payroll Settings.

QuickBooks

Export the selected payroll information to QuickBooks as time data.

Export Exceptions

View a report detailing any exceptions that may have occurred with the QuickBooks export.

Exceptions are payroll records that did not export over to QuickBooks. The most common exceptions are due to having extra charges in payroll, not having matching pay rates on the Employees in QuickBooks or slight rounding differences.

Validate Information

Validate Caregivers’  External IDs and QuickBooks setup for missing or incorrect information before exporting.

Start QuickBooks Connector

Start the QuickBooks Connector. The connector must be running on the current machine in order to connect and export to QuickBooks.

Export to ADP Pay eXpert / Paycor

Tools for exporting billing to ADP Pay eXpert display only if ADP Pay eXpert is selected as an external Payroll interface in the Agency Office Module, Payroll Settings.

ADP Pay eXpert / Paycor

Export the selected payroll information to a file for ADP Pay eXpert.

Validate

Validate Caregivers’  External IDs and ADP Pay eXpert setup for missing information before exporting.

Export to Paychex

Tools for exporting billing to Paychex display only if Paychex is selected as an external Payroll interface in the Agency Office Module, Payroll Settings.

Paychex

Export the selected payroll information to a file for Paychex.

Validate

Validate Caregivers’  External IDs and Paychex setup for missing or incorrect information before exporting.

Export to ADP Easy Pay

Tools for exporting billing to ADP Easy Pay display only if ADP Easy Pay is selected as an external Payroll interface in the Agency Office Module, Payroll Settings.

ADP Easy Pay

Run the ADP Easy Pay fax report to export the selected payroll information to ADP.

Validate

Validate Caregivers’  External IDs and ADP Easy Pay setup for missing information before exporting.

Summary by Caregiver

Print pay stubs from Companion.

View Posted Payroll Tab

View your previously posted payroll.

Payroll Report

Run a report detailing the selected payroll information. (This report is also available under the View Calculated tab.)

Consolidated

Run a report that summarizes payroll hours by caregiver and pay rate. (This report is also available under the View Calculated tab.)

Un-Post Payroll

Un-Post the checked records from the grid.

External Package A[-C] Tab

This tab contains a copy of the posted payroll grid that also incorporates the “External A” external IDs in the available grid columns. You can customize the grid columns and export the grid contents to additional external payroll packages that can import data from an Excel or .csv file.

HomeTrak Companion provides three such generic external package options (A, B, C). This tab is only visible if External A is selected as an external payroll package in the Agency Office Module setup.