Configure Payroll Settings for Timesheets

Things to Consider

• Required User Permissions

• To add users to the email distribution list, they must be listed in your Company Directory.

Prerequisites

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

Steps

1. Navigate to the company's Timesheets tool.

2. Click the Configure Settings  icon.

3. Click the Payroll tab.

4. Update the settings under the following sections:

   • Payroll Settings

     • Select your company's Default Work Week.

        In Beta

       Company Administrators can enable the Timesheets - Closing A Pay Period beta in Procore Explore. (US 2 | UK)

       • Select your company's Pay Period Frequency.
       • Click the Email Distribution field, then enter and select the names of the users to be notified when a time entry has been created for a closed pay period.
       • Enter the Custom Message an employee will be sent when they submit a timecard for a closed pay period.

     • Manage Time Types

   • • Mark the checkbox next to the time types you want to show in the Timesheets tool.

     • Optional: To add a new time type, enter the Type and Abbreviation, then click Add. 

        In Beta

       Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

       Select the Rate that you want to apply to that time type.
       Note: Rates will be applied so long as that rate is in the project's Rate Table.

   • Payroll Export Settings

     1. Select your supported payroll system to transfer entries 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.)

          1. Drag and drop the Timer List IIF File you exported from QuickBooks® Desktop 'Attach Files' area. This file provides the data tables Procore needs to export your time entries back to QuickBooks® Desktop later.

              Important

             If the IIF file contains data, the Time Types and Employee Names in QuickBooks® Desktop must exactly match the Time Types and User/Contact Names in Procore.

        • Quickbooks® Desktop (2022 or after)

           Note

          • After selecting 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 Types and Employee Names in QuickBooks® Desktop must exactly match the Time Types and User/Contact Names in Procore.

        • Sage 300 CRE®

           Note

          • Your Sage 300 CRE® time entry columns must exactly match the list in the 'Columns in Sage 300 CRE®' box.
          • Items that are shaded in gray are not available in Procore. To learn more, see Set Up Your Payroll Export for Use with Sage 300 CRE®.

5. Click Save.

See Also

• Configure Overtime Rules for Timesheets
• How do I configure user permissions for multi-tier approvals with timekeeping?