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Procore

Configure Payroll Settings for Timesheets

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Objective

To configure payroll settings for the Company level Timesheets tool.

Things to Consider

Prerequisites

  • Your company must enable Procore's Resource Management tools.
  • Your company must have Procore's Resource Management license.

Steps

  1. Navigate to the company's Timesheets tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click the Payroll tab.
  4. Update the settings under the following sections:
    • 'Payroll Settings'
      • Select your company's 'Default Work Week' from the drop-down menu.
    • 'Manage Time Types'
      1. Mark the checkbox next to the time types you want to show in the Timesheets tool. 
      2. Optional: To add a new time type, enter the Type and Abbreviation, then click Add.
    • 'Payroll Export Settings'
      • If your company uses a supported payroll system, select it from the drop-down menu to transfer time from Company Timesheets.

        • QuickBooks® Desktop (2021 or before)

          Select this option for all versions of QuickBooks® Desktop when you also use QuickBooks® Time. (This includes QuickBooks® Desktop for 2022 and after when you also use QuickBooks® Time.)

          If you choose this option, you can attach the IIF file that you exported from QuickBooks® Desktop to the Attach File(s) area. The IIF file provides Procore with the data table information it requires to successfully export your Procore time entry data to QuickBooks® Desktop at a later time. If you have not downloaded that file, see Export a Timer List as an IIF File from QuickBooks® Desktop.

           Important

          If the IIF file contains data, the Time Type(s) and Employee Name(s) in QuickBooks® Desktop must exactly match the Time Type(s) and User/Contact Name(s) in Procore.

        • Quickbooks® (2022 or after)

          If you choose this option, you can attach the IIF file that you exported Procore's Company level Timesheets. This option is intended for customers who upgraded to QuickBooks® Desktop 2022 or after without purchasing Quickbooks® Time.

           Important

          If the IIF file contains data, the Time Type(s) and Employee Name(s) in QuickBooks® Desktop must exactly match the Time Type(s) and User/Contact Name(s) in Procore.

        • Sage 300 CRE® 
          If you choose this option, the columns in your time entry view in Sage 300 CRE® must exactly match the information displayed in the Columns in the Sage 300 CRE® box. It is important to note that any items that are shaded in GRAY may not be available in Procore. To learn more, see Set Up Your Payroll Export for Use with Sage 300 CRE®. 
    Click Save.

See Also