With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for Insperity. As Insperity may be customized to fit your company's needs, it is possible that the default AccountLinx export for Insperity will not match your Insperity setup exactly. Please read through this article before setting up AccountLinx to understand what is needed ahead of time.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Insperity support. We will try to help you as much as we can, but there are aspects of Insperity that are out of our area of expertise and your questions may be better answered by Insperity support or your trusted contact to answer/assist.

Selecting Insperity as your Exporter

1. Go to Tools and click Exporter Settings.... 
2. The Exporter Settings window should open. Click Select Exporter.... 
3. A window with a list of available exporters should open. Select "Insperity" and click OK.

AccountLinx Settings Unique to Insperity

The Insperity export for AccountLinx offers a variety of settings when exporting your time data to help tailor the time data to your company's needs. These settings are unique to AccountLinx and will not affect ExakTime Connect or Mobile. If any of the settings offered do not sound familiar, you may not be using the setting in Insperity and can leave it as <None>. 

1. Go to Tools and click Exporter Settings.... 
2. The Exporter Settings window should open. Click Configure....
3. The Configuration window should open. You should see the following options:
   
   • Default Pay IDs
     • Regular - Enter the regular pay ID as used in Insperity.
     • Overtime - Enter the overtime pay ID as used in Insperity.
     • Overtime2 - Enter the overtime 2 (doubletime) pay ID as used in Insperity.
   • Optional Pay ID Matching
     • Vacation Pay ID - Enter the Insperity code and the ExakTime Cost Code that best matches.
     • Holiday Pay ID - Enter the Insperity code and the ExakTime Cost Code that best matches.
     • Sick Pay ID - Enter the Insperity code and the ExakTime Cost Code that best matches.
   • Use Alternative Pay IDs
     • Map Pay IDs to - Specify if an alternate pay ID should be associated with specific employees, locations, or cost codes. This allows particular employees, locations, or cost codes to have an alternate set of pay IDs when exported. The related mapping screen will show fields to enter the pay ID that should be associated with exported time records. If an entity does not have an alternate pay ID, it will use the default pay ID instead.
   • Additional Data Types
     • Type 1-10 to - Specify which entity the type # that should be associated with. The related mapping screen will have additional fields for you to complete.
   • Other
     • Map Rate to - Specify which entity the rate should be associated with. The related mapping screen will have additional fields for you to complete.
     • Company Code - Enter your Insperity company code.
4. Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
5. Click the appropriate "Map Employee/Location/Cost Code/Equipment" option to see the columns from the options enabled in Step 3.

General Use of AccountLinx

After setting up the configuration of AccountLinx to better match Insperity in the previous section, you will need to:

• Map your entities so any time data associated with an ExakTime entity will match with a Insperity entity and fill in any relevant fields enabled in the previous section. Refer to the following article if you are unfamiliar with mapping your data in AccountLinx.
• After mapping your entities, you can export your time data to import into Insperity. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.

How to Import Time Data into Insperity

It is recommended to consult with Insperity for further assistance with importing and using the time data as they are more knowledgeable of utilizing their system.