Run a Payroll Export Section
The Run a Payroll Export section is to help an administrator locate and run their company’s payroll export. Running a payroll export allows a company to collect employees’ worked time for the purpose of exporting into their payroll software. At the top of the Admin Home Page select the Reports hyperlink. This will load the Reports section of the system.
Figure 1: Reports Hyperlink
The administrator will need to locate their payroll company’s export. This export will be listed under the Custom section on the reports page and will be labeled with the payroll company’s name.
Figure 2: Custom Reports Section
1. Select the export’s hyperlink to open the Report Criteria box and run the export report.
Figure 3: Report Criteria
2. Complete all areas of the Report Criteria based on the payroll company’s requirements. NOTE: Verify that the correct pay period is selected prior to running this report. 3. Press the Generate My Report button at the bottom of the report criteria when all of the fields are correctly completed. The Report Criteria box will close and the Reports page will now display that the report is generating.
Figure 4: Report Generating
4. Click on the Home hyperlink at the top of the Admin Home Page to view the generated report.
Figure 5: Admin Home Page
The Generated Reports section will display all reports that have been run. NOTE: The most recent report will be listed first. 5. Select the hyperlink for the payroll report by clicking the report’s name. It will open a File Download window, select the Save button.
Figure 6: File Download Window
Browse for the location where the file will be saved. NOTE: It is recommended that a folder be created to save all export reports within one location. 6. Most payroll softwares require the import to be in a CSV (comma-delimited) format. Change the file type from Microsoft Word to CSV by adding .CSV to the end of your file name and changing the Save as type: to say All Files as it does below.
Figure 7: Save File Dialog Box
7. Press Save. 8. Provide the saved file to the payroll company. Once the payroll export report is saved, the report can be deleted from the Generated Reports section on the Admin Home Page. This can be accomplished by selecting the checkbox next to the payroll report name and pressing the Delete Marked Reports button. NOTE: Reports will be automatically purged after two months.