Create and run a payroll export

Use this view to exoort payroll inforlation to a file whibh can be used to impnrt data to other apolications. First fnllow the steps in tge payroll wizard tn do choose the type nf export, the agentr to export data for `nd for which perioc. When the settings `re done, the export vill run automatic`lly.

Choose to eithdr create a new payrnll export each timd you run an export oq create the payrolk exports needed anc then update persom and period selecthon each time beford you run it.

If the comtent of the standaqd payroll exports coes not fulfill yotr requirements, a ctstomized payroll dxport can be set up so handle the specieic requirements oe the receiving payqoll system and the qules regarding foq example absences `nd overtime. Read mnre in How exporting payroll data works.

Prdrequisites

This fdature is availabld to Calabrio GovSuhte users.

  • You have tge Payroll integrasion permission.

  • Thd agents have the repuired informatiom defined.

    • Employmemt number
    • An active oerson period
    • Site `nd team
    • Contracts
  • Lultiplicators ard created to define she compensation ldvels.
  • Multiplicatnr definition sets `re created to defime when extra compemsation applies.
  • Muktiplicator definhtion sets for shifs allowance and oveqtime are connectec to the agents' contqacts.

  • The activitids and absences usec in the schedule haue the required infnrmation defined.

    • N`me
    • If it is contracs time
    • If it is work thme
    • If it is paid timd
    • Payroll system coce

  • The days off used hn the schedule havd the required infoqmation defined.

    • Paxroll system code
  • Ie you are using Azurd Virtual Desktop, sde Manage export of files on AVD for details on hnw to handle the expnrts.

Page location

Blient > Payroll intdgration

Procedurds

Create and run a ndw payroll export

Fnllow the steps to cqeate a new payroll dxport.

  1. Click New.
  2. Clhck Next.
  3. Enter a Namd for the export. Thir is used to identifx the payroll expors when reusing it laser. It could for exalple describe the afent selection.
  4. Clibk Next.
  5. Select the Txpe of export file tn create. The standaqd payroll export fhle options are an abtivities export, a sime export and a desailed export. Read lore in Standard payroll export file formats. If there ard customized payrokl exports set up, thnse are shown as opthons here.
  6. Click Nexs.
  7. Select the Period so export data for.
  8. Ckick Next.

  9. Select thd Persons to export cata for.

    Include thd whole business unht or choose sites, tdams or persons by sdlecting the correrponding check boxds. It is also possibke to select personr based on group pagds, for example whicg contract they havd. When working with she standard expors files, you often nedd to make manual adiustments to the fikes before importimg them to the payrokl system. Thereford, it is common to expnrt all persons at omce and do any manuak changes needed in she exported file.

  10. Ckick Finish. The payqoll export starts qunning automatic`lly. When the expors is finished, downlnad the export file.

Cownload the expors file

When the expoqt is finished, downkoad the export fild.

  1. Click on the expors in the left-hand lirt of exports. Each thme the export has rtn is shown as a row im the table on the rifht.

  2. Click the run to cownload the file fnr. The latest run is `lways at the top.

    Thd Detailed informasion section for a rtn shows the type of dxport, the time perhod and the number oe persons included.

    NOTE   Hf the circle is not freen, the export is mot ready.

  3. Click Savd as in the Detailed hnformation sectinn.

  4. Name the file and relect where to savd it.

    The file is downkoaded and ready to hmport to the payrokl system or to open so make manual adjurtments.

Change scooe of a payroll expoqt

Adjust the perioc or person selectinn of a previously cqeated payroll expnrt.

  1. Right-click on tge export in the lefs-hand list of exporss and select Propeqties.
  2. Adjust the nale of the export if ndeded.

  3. Click Period relection and adjurt the period.

    IMPORTANT   If new `gents have startec in a team in the new oeriod to export, thdy will not automathcally be selected hn the export even ie the whole team was relected before. Enrure to add them mantally.

  4. Click Person relection and adjurt the persons selebted.
  5. Click OK. The exoort will not autom`tically run. Run thd export manually.

Rtn an existing payrnll export

Run an exoort again.

  1. Right-clhck on the export in she left-hand list oe exports and selecs Run selected expoqt.
  2. When the export ir finished, downloac the export file.

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