Export Pay Detail |
  
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Export Pay Detail |
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Time & Attendance > Utilities > Export Pay Detail
To export pay detail to a third party payroll provider, you can generate a file to transmit. If exporting to ADP or Paychex, please visit the ADP export or Paychex export section.
Identify the time records you want to include in the export file by populating any of the following fields. Only the Export Ending Date field and at least one pay frequency is required.
1.Identify the records you want included in the export.
The fields available for identifying the time records to include in the export are:
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To restrict the records to a specific entity, click on the magnifying glass icon, choose the entity from the grid and either double click on the entity or click the entity once and then click the OK button |
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To select a defined store group, choose the group from the drop-down. |
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To select a defined store group, choose the group from the drop-down. |
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If entity filters are set up, you can choose one from the drop-down. |
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Identify the last date that should be included for the records you want to export. |
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If exporting records for a specific employee, choose them here by clicking on the magnifying glass icon and selecting their name from the grid. |
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Pay Frequencies |
It is important to identify the pay frequency(ies) you want included. Identify them by clicking in the corresponding blue box until a check appears. You can choose one or more than one pay frequency. Note that if you choose none, no records will be included for closing. |
2.Once all applicable fields have been identified, click the Save to File button. If a standard export configuration has been set up with FTP transmission, a Save to FTP option will also be available.
3.If saving to file, name and save the file.
4.Indicate if you want to close the time entries identified for the export file by clicking either the Yes or No button. Note that if you do not close the records, they will be available for future exports. If not closed, you run the risk of exporting the data more than once.
5.Send the file to your third party payroll provider. (Note: This is not necessary when transmitting via FTP.)
1.Produce a file with headers and no data?
oMake sure all employees who should be included in the export have the correct staff type of 'Third Party PR Employee'.
oMake sure there are open records to be exported. If the records are closed and they should be in the export, you will need to reopen time entry edits to change the export status.
oMake sure that the pay frequency(ies) for all employees who should be included in the export have been set and match the boxes checked when the export file is created.
2.Anytime data is exported, only active employees are included. If an employee is inactive and has time for which they have not been paid, use the Export Terminated Employee Pay Detail option and submit to the third party for payroll processing.
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