Accounting and Payroll Export
Purpose: Allows exporting time data for a pay period to a CSV file that can be input into an external system.
Cost: $3,500.00 one time setup charge.
Using the Module
This is typically done by running a custom report created by LegalServer staff.
Agency Information LegalServer Needs for Initial Setup
An example CSV file currently used to upload data to the external provider, and the external providers specifications of the columns and rows required.
Required User Information
The process used to create users in LegalServer, and the user profile, must be dynamic. The following fields typically need to be added:
* External Provider File Number
* Overtime Exempt
* Full-Time Employee
* FTE Percentage
Each site must enter and maintain this information.
The following lookup lists must be configured to match what is needed in the output to the external provider. Many of these values will already exist.
Timekeeping Activity Types
These are the values users select on timeslips. Each type has a category.
These are the broad categories of time like Case Activity, Holiday, Personal Leave, Sick, etc.
Typically 3 subcategories of time: Paid Leave Time, Unpaid Leave Time, Work Time
Exempt or Non-Exempt