Pyramid TimeTrax Sync User Manual

888 534-5994 TimeTrax EZ USER MANUAL

3TIME & ATTENDANCE SYSTEMINTRODUCTIONCongratulations on your purchase of the Pyramid TimeTrax EZ Time and Attendance System.TimeTrax EZ takes prov

4TIMETRAX EZINSTALLING THE SOFTWAREClick NEXT to continueTo accept licensingagreement click NEXT to continueEnter User Name andOrganization.Choose for

5TIME & ATTENDANCE SYSTEMClick NEXT to continueClick INSTALL to begin installationWhen installation is complete, click FINISHDouble click the ICON

6TIMETRAX EZLOGINWINDOWWhen the program is launched, you are presented with the Log In Form.INITIAL COMMUNICATION FORMAfter you successfully log in, t

TIMETRAX EZ SETUP WIZARDPAYROLL SETUP7TIME & ATTENDANCE SYSTEMClick YES to continueClick the EDIT button to startSelect your Pay Period. Note: Hou

8TIMETRAX EZPAY CATEGORIES SETUPPay categories are classifications of employee hours. Click EDIT to begin.EMPLOYEE GROUPS SETUPPAY CATEGORY: Predefine

9TIME & ATTENDANCE SYSTEMClick EDIT to start.Max Hours Before Missed Punch Assumed: The maximum number ofhours an employee can work without punchi

10TIMETRAX EZADVANCED EMPLOYEE GROUPS SETUPEmployee Groups Advanced can be used when the standard Employee Groups is not sufficientfor an organization

11TIME & ATTENDANCE SYSTEMEMPLOYEE DETAILS SETUPThis section is where individual employee information is stored. (For QuickBooks users, pleasesee

12TIMETRAX EZVERTICAL ICON BARThese Icons can also be seen on the top menu bar by selecting FILE – Show More Menus.CONFIGURETAB:Normalone time setup f

TIME & ATTENDANCE SYSTEMTime and Attendance SystemREFERENCE GUIDE

13TIME & ATTENDANCE SYSTEMCONFIGURE TABDate/Time Setup: This is the screen in which you will make any adjustments necessary to the TimeTrax EZ dat

14TIMETRAX EZAUTOMATIC BACKUPThis is the screen in which you will enable automatic backups for use when you exit the system. This will create a file a

15TIME & ATTENDANCE SYSTEMTIME SOURCE & SYNC STANDARDSIt is not necessary to make any changes on this screen.SETUP TABAddressed in initial Tim

16TIMETRAX EZPAYROLL TAB Cont.PUNCH EDITINGInsert Punch: To insert a punch, click the INSERT PUNCH button. Select the date of thepunch and then select

17TIME & ATTENDANCE SYSTEMASSERT GLOBAL SPECIAL PAYIn the circumstances where you wish to pay all employees or a group of employees the samenumber

18TIMETRAX EZREPORTS / EXPORTSREPORTSWhen generating REPORTS you must select the PAY PERIOD you want included in the report,as well as the EMPLOYEE G

19TIME & ATTENDANCE SYSTEMEmployee Contact Information: Shows NAME, ADDRESS, HOME PHONE andWORK PHONE.Employee Seniority Report: Shows EMPLOYEE NA

20TIMETRAX EZIMPORTING EMPLOYEES FROM QUICKBOOKSThis section discusses how to import employees from your QuickBooks system to TimeTrax EZto eliminate

21TIME & ATTENDANCE SYSTEMALWAYS IMPORT: When selected, this option will alwaysimport the QuickBooks employee into TimeTrax EZ without asking.ASK

22TIMETRAX EZADPThe following are instructions for setting up and using the ADP EXPORT contained in theTimeTrax EZ. You will have to go into the REPOR

TIMETRAX EZTIMETRAX EZ PRODUCT &SOFTWARE LICENSING AGREEMENTCopyright © 2001-2006 Pyramid Technologies, LLCPortions of this program Copyright © 19

23TIME & ATTENDANCE SYSTEMGENERIC TEXTThe following are instructions for setting up and using the GENERIC TEXT EXPORT containedin the TimeTrax EZ.

24TIMETRAX EZPAYCHEX PREVIEWThe following are instructions for setting up and using the PAYCHEX PREVIEW EXPORTcontained in the TimeTrax EZ. You will h

25TIME & ATTENDANCE SYSTEMPAYCHEX PAYLINKThe following are instructions for setting up and using the PAYCHEX PAYLINK EXPORTcontained in the TimeTr

26TIMETRAX EZPRODATA EVOLUTIONThe following are instructions for setting up and using the PRODATA EVOLUTION EXPORTcontained in the TimeTrax EZ. You wi

27TIME & ATTENDANCE SYSTEMQUICKBOOKS 2003+The following are instructions for setting up and using the QUICKBOOKS 2003+ LINK EXPORTcontained in the

28TIMETRAX EZQUICKBOOKS – 2002The following are instructions for setting up and using the QUICKBOOKS PRE-2002 LINKEXPORT contained in the TimeTrax EZ.

29TIME & ATTENDANCE SYSTEMTo obtain a COMPANY NUMBER, do the following:1. In the QuickBooks Tool Bar go into:FILETIMEREXPORT LISTS FOR TIMER2. Cli

30TIMETRAX EZQUICKBOOKS PRO TIMER EXPORT USERSThe following are instructions for setting up and using the QUICKBOOKS PRE-2002 LINKEXPORT contained in

31TIME & ATTENDANCE SYSTEMTo obtain a CREATE TIME, do the following:1. In the QuickBooks Tool Bar go into:FILETIMEREXPORT LISTS FOR TIMER2. Click

32TIMETRAX EZTROUBLESHOOTING GUIDEGENERAL TROUBLESHOOTING TIPSSoftware is acting in an unexpected manner:• Restart TimeTrax and see if that corrects t

TIME & ATTENDANCE SYSTEMNo rental, leasing or commercial hosting.You may not rent, lease, lend or provide commercial host-ing services to third pa

33TIME & ATTENDANCE SYSTEMIf the DB9 does not fit into a port on the computer, you will need a USB to RS232 adapter to connect the DB9 to your com

34TIMETRAX EZ• This will restore all data from the last backup. If you have punches in the TimeTrax EZ unitthat have not been downloaded, download the

35TIME & ATTENDANCE SYSTEMFor each employee, go to edit button and uncheck the INACTIVE check box located underHOURLY PAY RATE.From the PAYROLL IC

36TIMETRAX EZ5. Select TYPE TO SORT by type of file.6. Select pyramid.ini and all .mdb files.7. Right-click and copy files.For Non-Network PC users

37TIME & ATTENDANCE SYSTEMQuickBooks Does Not Display Punch Information After ExportTime tracking data is missing for ALL employees:From QuickBook

38TIMETRAX EZSTEP 2: Copy new QuickBooks 2003+Link_.exe from the original CD provided in shipment to C:\Program Files\Pyramid\TimeTrax.STEP 3: Re-la

39TIME & ATTENDANCE SYSTEMWARRANTY INFORMATIONRETURNSReturns on non-defective equipment can be made within 30-days of purchase for a full refund a

40TIMETRAX EZPARTS LISTPART NUMBER QTY DESCRIPTIONTIMETRAXEZ 1 TimeTrax EZ Master KitTIMETRAXEZW1H 1 1-Year Extended Hardware WarrantyTIMETRAXEZW1S 1

41TIME & ATTENDANCE SYSTEMINDEX77th Day Worked Overtime . . . . . . . 10AAddress . . . . . . . . . . . . . . . . . . . . . . 11ADP . . . . . . .

TIMETRAX EZ8) LIMITED WARRANTY. Pyramid Technologies,LLC. warrants that (a) the TimeTrax EZ software will, for aperiod of ninety (90) days from the

TIME & ATTENDANCE SYSTEMTABLE OF CONTENTSWhat’s in the Box? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

TIMETRAX EZSetup Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Payro

1TIME & ATTENDANCE SYSTEMWHAT’S IN THE BOX?• TimeTrax EZ time recorder• AC Power supply• 50’ flat Cat5 communications cable with RJ45 connector

2TIMETRAX EZCABLE INSTALLATIONPARTS REFERENCECentral PC TimeTrax EZ (PN TIMETRAXEZK)RJ45 to DB9 Adapter (PN 41400) AC Power Supply (included in shippi