Setting up payroll in Time Doctor for the first time
The Payroll Settings page is the first place you should navigate to in order to start using the Time Doctor Payroll features. It will enable you to set your pay periods, frequencies, pay rates, payment methods, and more.
If this is the first time you are setting up the Time Doctor Payroll features, you will need to click the "On" button in the upper left hand corner. Once the payroll is turned on and configured, any staff members who are active on payroll will receive an email at the end of their payroll period indicating the hours they worked and the amount they're expected to be paid. The account owner will also receive an email to review the payroll. Before any payments are sent, you'll always have to approve the payments. You'll also want to choose a payment method (if applicable). Be sure to click on the "Save Settings" button to save the changes you have made:
You may need to scroll down to see all the users in your company. Make sure you go over every field for every user to properly configure each individual user. (A note about "Hourly Limit" - This column will not prevent a user from tracking time beyond a certain limit. It will only cap the amount that payroll calculates for the pay period.) If you ever want to remove a user from the payroll (either temporarily or permanently) click on the "Remove" button under the "Action" column. This will move that user to the "Not on Payroll" category. (They can be added back at any time by clicking on the "Not on Payroll" button, then selecting "Add to Payroll" under "Actions"):
Two other important configuration fields of note are the "New user default settings" and "Set pay periods" fields:
Clicking on the "New user default settings" link will bring up a window that will allow you to change the default settings for new users as they are added to your company. This makes it very easy to configure a large number of users for larger companies:
Clicking on the "Set Payroll Periods" link will let you customize all the payroll begin and end dates for each of the four payroll period types (weekly, bi-weekly, monthly,or twice per month):
For questions, comments or feedback regarding this topic, please send an email to firstname.lastname@example.org.