Prepare for a Fast ServiceTrade to Paiy Onboarding

Step 1: Gather Your Business Data

To streamline your onboarding, ensure these items are prepared:

• Payroll import file (including employee names, IDs, and pay rates).
• List of technicians, their roles, and supervisors.
• Defined payroll cycle (weekly, biweekly, monthly).
• Service locations and job codes for accurate data import.
• Decisions on PTO tracking and overtime rules.

Why? Having this data ready minimizes delays and ensures payroll accuracy from day one.

Step 2: Prepare Your ServiceTrade Integration

Ensure your technical setup is complete:

• Provide ServiceTrade API credentials and a system manager login.
• Ensure labor categories and pay rates are defined for prevailing wage compliance.
• Decide how you'll track time entries and break compliance for labor laws.
• Identify Time Manager administrators for initial setup and ongoing support.

Key Consideration: Clear role management avoids compliance issues and reduces manual corrections.

Step 3: Payroll Compliance Considerations

When preparing for Time Manager, consider the following compliance factors to avoid costly payroll issues:

• Overtime Compliance: Ensure overtime calculations match your labor laws and job roles.
• Prevailing Wage Management: Confirm that wage rates are correctly defined for government contracts.
• Meal & Break Compliance: Ensure break policies align with local labor laws to prevent penalties.
• Timecard Locking: Implement locked time periods to avoid unauthorized modifications after approval.
• Data Retention: Verify historical payroll data is retained for audits and labor law requirements.

Why It Matters: Accurate data protects your business from compliance risks and ensures your team is paid correctly.

Step 4: Key Considerations for Using a Time Management Tool

Before starting, consider the following to maximize your success:

• Consistency: Ensure employees consistently clock in and out to avoid payroll errors.
• Compliance: Confirm prevailing wage and labor categories are correctly set up.
• Training: Prepare for basic employee training on ServiceTrade's time tracking process.
• Data Accuracy: Accurate data input ensures proper reporting and job cost management.
• Admin Ownership: Designate a Time Manager champion who oversees initial configurations and testing.