The Excel TimeTrack Client provides an alternative method of creating payroll transactions using a familiar tool, Microsoft Excel. Transactions can be updated on the host TimeTrack system, where they then can be committed.

Process Overview

You download data from the host system, for example, employee IDs, pay codes, cost codes, and so on. This ensures that you have up-to-date information from the host system before you begin creating transactions. You then enter payroll transactions in the spreadsheet that is provided to you, and, with the click of a button, connect to the TimeTrack Web service and send those transactions to the host TimeTrack system, where they can then be committed.

Lookup values are retrieved from the host system, but transactions are entered without needing to be connected to the Web service. When you are ready to send those transactions back to the host, you connect to the host again.

Excel TimeTrack Spreadsheet Overview

Before you begin to enter payroll transactions, take a minute to familiarize yourself with the custom Excel TimeTrack spreadsheet that is provided.

1. Open the Excel TimeTrack spreadsheet by launching the file Signature Excel TimeTrack Client.xlsx.
2. Display the custom TimeTrack menu by choosing the TimeTrack tab from the menu bar.
    
   This custom spreadsheet contains the following worksheets:
   • CoverSheet
     Provides a printable cover sheet that summarizes the transactions that have been entered, organized by day of the week. You can change the layout, apply filters, and select the fields that display.
   • WSTimeSheetImport
     The main worksheet you use to enter transactions and import them into the host TimeTrack system.
   • Status Sheet
     Contains a list of transactions that have been successfully or unsuccessfully imported from the spreadsheet into the host TimeTrack system.