User manual

TIMETRAX EZ

PAYCHEX PREVIEW

The following are instructions for setting up and using the PAYCHEX PREVIEW EXPORT

contained in the TimeTrax EZ. You will have to go into the REPORTS/EXPORTS tab to proceed

with the export. It may also be necessary for you to setup the CATEGORY CODES within the

SETUP – PAYROLL GROUPS – SETUP PAY CATEGORIES. (These codes will be provided to you

from your payroll service provider). It is also required that individual payroll records are

approved before export on the PAYROLL DETAILS SCREEN.

Setup/Create Export:

Congratulations, you have successfully created and saved a PAYCHEX PREVIEW export file.

You will need to contact PAYCHEX to obtain steps on how to import the file you created and

saved into PAYCHEX software.

Choose EXPORT.

Select PAY PERIOD to be included in EXPORT.

Select who is included in the EXPORT. Choose either

EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES.

Choose SETUP or CREATE EXPORT.

Setup is typically a one-time screen for setup –

CREATE EXPORT will create the export with the

setup options you have selected.

PAYCHEX will provide BRANCH, CLIENT, and SITE

NUMBER for this export.

Select the drive and location you want the export file

to be saved.

Click CONTINUE EXPORT and SAVE ANY CHANGES

to export and save the file where you selected.