Tapcheck Export - Revision history

Joel: Replaced content with "See setup instructions on Sharepoint."

2024-01-18T17:29:29Z

Replaced content with "See setup instructions on Sharepoint."

Joel at 22:01, 25 October 2023

2023-10-25T22:01:20Z

Jeffrey at 21:18, 1 May 2023

2023-05-01T21:18:30Z

Joel at 19:39, 1 February 2023

2023-02-01T19:39:36Z

Jeffrey at 21:19, 11 July 2022

2022-07-11T21:19:01Z

Jeffrey at 21:18, 11 July 2022

2022-07-11T21:18:00Z

Jeffrey at 22:29, 7 April 2022

2022-04-07T22:29:01Z

Joel at 17:31, 7 January 2022

2022-01-07T17:31:30Z

Joel: Created page with "This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom con..."

2022-01-07T17:30:09Z

Created page with "This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom con..."

New page

This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.

Single facility software: Each file will be named with the facility's software license name.

Multi facility software: Each file will be named with the facility's labor level description. (It will create a separate files for each facility).

The below fields will go in the file:

Facility: For a single facility it will fill in the software license name. For a multi facility it will fill in the facility labor level description.
Employee ID:
Date: Pay Date.
In: In Punch.
Out: Put Punch.
Hours: (Worked hours only. Does not include Vac, Sick, etc.)

Run/save it for In-House employees only as it's only for payroll employees.
Date range should be last 7 or 14 days, depending on the pay period.

Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

@@ Line 1: / Line 1: @@
-This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.
+See setup instructions on Sharepoint.
-−
-Single facility software: The export file will be named with the facility's software license name.
-−
-Multi facility software: Use one saved report for the whole software. It will automatically create a separate export file for each facility. Each file will be named with the facility's labor level description.
-−
-The below fields will go in the file:
-−
-* Facility: For a single facility it will fill in the software license name. For a multi facility it will fill in the facility labor level description.
-* Employee ID:
-* Date: Pay Date.
-* In: In Punch.
-* Out: Put Punch.
-* Hours: (All Add-to-Total pay types including Vac, Sick etc.. Does not include pay types excluded from payroll).
-−
-Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
-Date range should be current pay period and prior 1. If the software/facility has multiple pay periods then use current day and prior 28. Schedule this to run every day.
-Make sure when testing that the file is being uploaded from the software/schedule Tasks that you are on the server where the software is installed. This is because your local machine can be blocked by the firewall, while the server is whitelisted.
-−
-Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

@@ Line 12: / Line 12: @@
 * In: In Punch.
 * Out: Put Punch.
-* Hours: (Worked hours only. Does not include Vac, Sick, etc.)
+* Hours: (All Add-to-Total pay types including Vac, Sick etc.. Does not include pay types excluded from payroll).
 Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.

@@ Line 16: / Line 16: @@
 Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
 Date range should be current pay period and prior 1. If the software/facility has multiple pay periods then use current day and prior 28. Schedule this to run every day.
 Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

@@ Line 1: / Line 1: @@
 This report will create csv files in the Tools/Export Folder that can be used for Tapcheck. To have these files uploaded automatically to the Tapcheck SFTP, add the custom configuration "TapcheckExportUploadToSFTP" as true. Tapcheck uses the same login for all sbv clients so login info is not required from the client.
-Single facility software: Each file will be named with the facility's software license name.
+Single facility software: The export file will be named with the facility's software license name.
-Multi facility software: Each file will be named with the facility's labor level description. (It will create a separate files for each facility).
+Multi facility software: Use one saved report for the whole software. It will automatically create a separate export file for each facility. Each file will be named with the facility's labor level description.
 The below fields will go in the file:
@@ Line 15: / Line 15: @@
 Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
-Date range should be current pay period and prior 1. Schedule this to run every day.
+Date range should be current pay period and prior 1. If the software/facility has multiple pay periods then use current day and prior 28. Schedule this to run every day.
 Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.

@@ Line 15: / Line 15: @@
 Run/save the Tapcheck Export report (Reports-->File Export-->Tapcheck Export) for In-House employees only as it's only for payroll employees.
-Date range should be current pay period and prior 1.
+Date range should be current pay period and prior 1. Schedule this to run every day.
 Employees that are set on their misc tab to be excluded from payroll will also be excluded from this export.