swipeclock setup overview...as the file format name in order for the swipeclock timecard to be...

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P: (888) 235-2700 www.accountix.com [email protected] SwipeClock Setup Overview Company Setup Enable SwipeClock under Sys Admin System Configuration Time & Attendance SwipeClock: Enter the Company User ID, Password, Site # (Accountant ID) and Accountant Level API Secret where directed:

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Page 1: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

SwipeClock Setup Overview

Company Setup

Enable SwipeClock under Sys Admin System Configuration Time & Attendance

SwipeClock:

Enter the Company User ID, Password, Site # (Accountant ID) and Accountant Level API Secret

where directed:

Page 2: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

The Accountant Level API Secret is located in SwipeClock under Accountant Menu

Accountant Administrative Tools Accountant Level Secret Management:

Page 3: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Client Setup

Enable SwipeClock for the Client under Client Info Client Maintenance SwipeClock tab:

Enter the Client User ID, Password, Site # and Client Level API Secret where directed:

Page 4: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

The Client Level API Secret is located in SwipeClock under Client Name Settings Menu

Client Level API Secret Management SwipeClock API Secret:

The ESS (Employee Single Sign-On) functionality allows the Employee to access their personal

SwipeClock dashboard directly from their Web Portal dashboard. This functionality can be

enabled by selecting ‘Show’ from the ESS dropdown selection:

Page 5: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

The Employee Single Sign-On functionality displays here for the Employee on their Web Portal:

When ‘PORTAL’ is selected, the Employee will be taken to their personal SwipeClock

dashboard:

Page 6: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Employee Setup

The Employee Timeclock information can be entered under Employee Records Employee

Maintenance Client Assignment Timeclock Options:

Page 7: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Employee information is pushed from Extreme to SwipeClock by selecting the ‘Upload All

Employees’ functionality located under Client Info Client Maintenance SwipeClock.

Depending on the number of Employees being uploaded, this process may take a few minutes

to complete itself.

Updates made to existing Employee records or New Employees added through Extreme will not

automatically push through to SwipeClock; the ‘Upload All Employees’ functionality will always

need to be selected first.

Page 8: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Payroll Submission (OPTION ONE)

Pay Period must be finalized in SwipeClock for the Extreme SwipeClock Import functionality to

recognize outstanding SwipeClock timecards.

The Pay Period is finalized in SwipeClock under Maintenance Menu Finalize Pay Period

Finalize Pay Periods tab. To finalize, flag the Pay Period(s) you’re wanting to finalize and select

the ‘Finalize’ option:

Page 9: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Once finalized, the SwipeClock timecard can be directly imported through Extreme using the

SwipeClock Import functionality available under Payroll SwipeClock Import.

Page 10: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

Payroll Submission (OPTION TWO)

Timecards for finalized Pay Periods can also be downloaded from SwipeClock under

SwipeClock Reports Menu Download Activity Files:

It is important to note that at least one Pay Period must be selected and ‘SUM2’ always be used

as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme

upon import:

Page 11: SwipeClock Setup Overview...as the File Format Name in order for the SwipeClock timecard to be compatible with Extreme upon import: P: (888) 235-2700 info@accountix.com 404 – File

P: (888) 235-2700 www.accountix.com [email protected]

404 – File or directory not found ERROR

Employees will receive a ‘404 – File or directory not found.’ error if the Site # (Accountant ID) is

incorrect:

The Site # (Accountant ID) is located in Extreme under System Admin System Configuratoin

Time & Attendance SwipeClock:

May 30, 2019