Payroll → Payroll Settings → Time Entry Templates → Add Time Entry Template
To begin creating a new Time Entry Template, select the blue Add Time Entry Template button. The system will guide you through four sections as you choose the Earnings, Deductions, Memo Calculations, and Taxes to include in this template.
Example: Bonus template sorted first by department, then employee name. The client wishes to provide employee bonus amounts listed by their home department. Second, this client would also like to report Holiday hours for employees who worked on Labor Day.
1. Add Template Properties
Description: Title of your template. We recommend being straightforward and using descriptions such as Bonus, Commission, or Vacation so it’s clear which template should be used in various scenarios.
Employees Per Page: (Optional) Number of employees displayed at a time when this template is used.
Show Override Workers Comp: (Optional)
Default Sort Fields: By default, this will sort by employee last name, then first name.
Field 1: Sort option #1
Field 2: Additional sort option #2
Field 3: Final sort option #3
Select Next.
2. Add Pay Codes
Show Title: Toggle each needed earning to Yes to include in the new template.
Display Order: Sequence of how the codes will display from left to right when viewing the time entry template.
Show Hours: Toggle to Yes to have the Hours column visible for this code.
Show Dollars: Toggle to Yes to have the Dollar amount column visible for this code.
Select Next.
Following our example with the Bonus and Holiday earnings, the Bonus is set to be a Dollar amount, and the Holiday is based on Hours Worked.
3. Add Deductions (not common)
Show Title: Toggle needed deductions to Yes to include in the template.
Display Order: Sequence of how the codes will display from left to right when viewing the time entry template. Deductions are always listed after Earnings.
Select Next.
💡 Deductions in Time Entry Templates are for one-off situations. If you need a deduction to be continuous, please reference the [Employee, Recurring Deductions], as you will want to save recurring deductions at the employee level.
4. Add Taxes (not common)
Show Title: Toggle to Yes to include in the new template.
Display Order: Sequence of how the codes will be displayed when viewing the time entry template. Taxes are always listed after Earnings and Deductions.
Select Save.
💡 Use caution when adding taxes to your templates, as descriptions can be similar. Contact your Payroll Support Team for assistance.
Viewing Your New Template
Payroll → Time Entry → Time Entry Grid → Change Template
After you have created the new template, navigate to the Time Entry Grid and select Change Template.
Continuing with our example, the new template is sorted by Department, then Employee Name. On the left are the department names sorted alphabetically. On the right are the two earnings: Bonus (Earn $ stands for dollar amount) and Holiday (Earn Hrs stands for hours).