TimeTrak Version 8.1 & 8.1.1
Table of Contents
Daily Activities
3
4
5
7
Poll Time Clocks
Apply Punches
Approval Report
Time Card Maintenance
Period End Activities
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12
14
15
16
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Time Card Report
Close Periods
Create Payroll Interface
HisTrak Import Data & Annual Update
Time Ticket Report
OmniTrak Update
Daily Activity: Poll Time Clocks
Polling – The process of collecting punches from the Data Collection Terminals (Time Clock)
1. From the TimeTrak Main Menu click on:
A. View:
B. Processing:
C. Clock Communications:
2. Clock Communications window will open, Click on
A. Processing:
B. Poll
3. Terminal Select & Proceed – Poll Window will open,
To Poll All Clocks:
OR
To Poll Specific Clocks:
A. Place a check in the All Sites/All Clocks Box
B. Click EXECUTE
A. Uncheck the All Sites/All Clocks Box
B. Click the EDIT Box
C. Select the appropriate Clock
D. Click ACCEPT
E. Click EXECUTE
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Daily Activity: Apply Punches
1. From the TimeTrak Main Menu click on:
A.
B.
C.
D.
E.
F.
View:
Processing:
Apply Time Punches:
Post Poll Data:
Proceed:
When Complete Click the CANCEL box on the Rejected Punch Report to return to the
main menu
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Daily Activity: Approval Report
1. From the TimeTrak Main Menu click on:
A.
B.
C.
D.
View:
Reports:
TimeTrak:
Approval:
Sequence (Sorting Order)
Major
(Select Sequence Order)
Minor
(Select Sequence Order if Applicable)
Filters (Filters the Report according to your specified categories)
Use Ranges (Defaults to ALL Active Employees)
Date Range (Defaults to Entire Pay Period)
If you would like a date range other than the entire pay period Click on the DATES box and
then select Fixed Date Ranges, select the appropriate date range.
Exception Options
Check the desired Exceptions that you would like brought to your attention.
Click Proceed
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Daily Activity: Approval Report (Continued)
Options
Preview document - Displays report to screen (Can also print from the displayed report)
Print All Pages - Prints all pages directly to the printer
Print selected pages – Prints Selected pages to the printer
CLICK PROCEED
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Daily Activity: Time Card Maintenance
Individual / Manual Method
1. From the TimeTrak Main Menu click on:
A. View:
B. Maintenance:
2. Select Employee Window will open:
Select the employee either by typing a partial name and selecting the employee from the list,
entering the Employee ID or the Badge ID or using the ← → scroll buttons or Click Records
Search.
3. To open this particular employee’s TIMECARD From the Select Employee window click:
A. View:
B. TimeTrak:
C. Time Card:
Make the appropriate edits such as:
A. Approve Early Arrival and Pay Employee as Punched – Highlight EARLY in the Error
column and press the space bar to remove the EARLY or Click the Remove Error button.
B. Approve Late Departure and Pay Employee as Punched – Highlight LATE in the Error
column and press the space bar to remove the LATE or Click the Remove Error button.
C. Missing Punches - Click on the Box at the beginning of the Missing Punch line and enter
the punch time.
D. Absent Pay Hours – Click on the box at the beginning of the line, change the punch type
to HOURS, Enter the Appropriate Hour Type and Number of Hours.
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Daily Activity: Time Card Maintenance
Global Time Card Maintenance / Time Card Filters
1. From the TimeTrak Main Menu click on:
A. View:
B. Maintenance:
2. Select Employee Window will open, Click on:
A. Options
B. Time Card Filters
C.  The Exceptions/Errors that you want brought to your attention for each employee
that has any of these exceptions.
D.  Use Date Range Start Date Should be Pay Period Start Date and the TO Date should be
 today’s date.

Once you have selected the exceptions and date range then click OK.
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Daily Activity: Time Card Maintenance
Global Time Card Maintenance / Time Card Filters
The Global Editor will open with the first employee that has the selected exceptions.
The Exception will be displayed
Click on the EDIT Box to open the Time Card
You can also access the employees Schedule, Hours, Note Pad and Benefit Accruals from this
window.
Employees with the exceptions that you selected above will be brought to your attention one at a
time.
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Period End: Timecard Report
1. From the TimeTrak Main Menu click on:
A. View:
B. Reports:
C. TimeTrak:
D. Time Card:
Sequence (Sorting Order)
Major
(Select Sequence Order)
Minor
(Select Sequence Order if Applicable)
Filters (Filters the Report according to your specified categories)
Use Ranges (Defaults to ALL Active Employees)
Date Range (Defaults to Entire Pay Period)
If you would like a date range other than the entire pay period Click on the DATES box and
then select Fixed Date Ranges, select the appropriate date range.
CLICK PROCEED
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Period End: Timecard Report (continued)
Options
Preview document - Displays report to screen (Can also print from the displayed report)
Print All Pages - Prints all pages directly to the printer
Print selected pages – Prints Selected pages to the printer
CLICK PROCEED
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Period End: Close Periods
1. From the TimeTrak Main Menu click on:
A. View:
B. Period Ending:
C. Close Periods:
The Close Periods Window will open:
Click on the “Date” Button
Click the “PRD END” Button
Click the “Accept” Button
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Period End: Close Periods (continued)
The Close Periods Window will re-open:
 Place Check in the “Auto Apply when Finished” Box and this process will Apply the
punches for the new pay period.
CLICK PROCEED
The pay period will begin to close.
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Period End: Create Payroll Interface
There are many payroll interfaces available, for a variety of payroll companies as well as
a custom interfaces. Your actual process may vary slightly from the steps described below.
1. From the TimeTrak Main Menu click on:
A.
B.
C.
D.
E.
View:
Period Ending:
Create Payroll Interface
Select the Interface Conditions for Your Payroll Service
Proceed
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Period End: Import to HisTrak
From the TimeTrak Main Menu Click:
A. View:
B. Period Ending:
C. HisTrak:
D. Import TimeTrak Data
CLICK PROCEED
Period End: HisTrak Annual Update
Note: If your company calculates any of the benefit accruals based upon hire date this option
must be preformed at the end of each pay period. If your company calculates ALL of the
benefit Accruals based upon a Fiscal Date then this option only needs to be run in the first
full pay after the fiscal date. If during the Import to HisTrak a report is displayed to
screen with employees names this is a reminder that this step needs to be preformed.
1. From the TimeTrak Main Menu click on:
A.
B.
C.
D.
View
Period Ending:
HisTrak:
Annual Update:
CLICK PROCEED
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Period End: Time Ticket Report
1. From the TimeTrak Main Menu click on:
A. View:
B. Reports:
C. TimeTrak:
D. Time Ticket:
CLICK PROCEED
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Period End: Time Ticket Report (Continued)
Options
Preview document - Displays report to screen (Can also print from the displayed report)
Print All Pages - Prints all pages directly to the printer
Print selected pages – Prints Selected pages to the printer
CLICK PROCEED
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Period End: OmniTrak Manual Update
1. From the TimeTrak Main Menu click on:
A.
B.
C.
D.
View :
Processing:
OmniTrak:
Manual Update:
2. Check the Following Boxes:
Points
HisTrak Only

Ranges (Checked by default, does not need to be changed)
Point Accruals
Roll Accrual Periods
Actions
Employee Actions
Execute Pending Actions
3. Click the “Proceed” Box
4. At this point OmniTrak will begin processing points, depending upon your setup, reports and
or point notification letters will automatically begin printing.
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