This article will summarize how to troubleshoot potential issues when managing Corfix Timekeeping and Corfix Payroll in regards to syncing of hours and worker information.
Payroll Troubleshooting at Various Stages
Exporting Data from Corfix Timekeeping to Corfix Payroll
If you’re unable to transfer hours from Timekeeping to Payroll, several factors could be responsible. Review the following key areas to resolve common issues:
- Worker Profiles and Data Sync
Begin by verifying that every worker is set up both in the Workers section and within the Payroll module. If a worker appears in the Workers roster but is missing from Payroll, there may be a synchronization delay or system error. In these cases, you can manually create the employee’s profile in Payroll, ensuring all required information is entered to facilitate accurate payment. Contact Corfix Support to notify them of the manual account creation so they can link the records behind the scenes. This will help you process payroll on time while ensuring full data integrity moving forward.
- Excluding Salary Employees from Hourly Time Exports
If you are tracking hours for salaried employees purely for job costing and reporting, this can sometimes interfere with payroll exports, as these staff are not paid hourly. To resolve, exclude all salaried workers from your export when processing payroll. For long-term efficiency, create a group within Corfix for hourly employees. This makes it easier to filter out salaried staff during each export, reducing manual effort and errors.
- Outstanding Payrolls
It’s essential to make sure there are no unprocessed or outstanding payrolls from previous pay periods. These are typically flagged with red notification markers in the Payroll module. Address any outstanding payrolls before attempting to export new hours; failure to do so may interfere with the payroll push and overall accuracy of your records.
- Pending Timecards
A frequent cause of mismatched or missing hours is timecards that remain in a Pending state and have not yet been approved. Ensure all timecards are approved before exporting, as only approved hours are transferred to Payroll. Taking this step helps guarantee correct payment and compliance with project requirements.
- Additional Support