Create and run a payroll export on the web

Use this view to export payroll information to a file which can be used to import data to other applications. In the Payroll web you can:

Create a new export
Run, edit, or delete an existing export from the list
Download results once an export has completed

NOTE If the content of the standard payroll exports does not fulfill your requirements, a customized payroll export can be set up to handle the specific requirements of the receiving payroll system and the rules regarding for example absences and overtime. Read more in How exporting payroll data works.

Prerequisites

This feature is also available to Calabrio GovSuite users.

You have the Payroll integration permission.
The agents have the required information defined.
- Employment number
- An active person period
- Site and team
- Contracts
Multiplicators are created to define the compensation levels.
Multiplicator definition sets are created to define when extra compensation applies.
Multiplicator definition sets for shift allowance and overtime are connected to the agents' contracts.
The activities and absences used in the schedule have the required information defined.
- Name
- If it is contract time
- If it is work time
- If it is paid time
- Payroll system code
The days off used in the schedule have the required information defined.
- Payroll system code
If you are using Azure Virtual Desktop, see Manage export of files on AVD for details on how to handle the exports.

Page location

Web > Payroll integration

Procedures

Create a new payroll export

Follow the steps to create a new payroll export.

Click Create new export. The Create new payroll export window opens.
Enter a Name for the export. This is used to identify the payroll export when reusing it later.
Select a Start date and a End date for the export.
Select a Payroll format to create. The standard payroll export file options are an Activities Export, a Detailed Export and a Time Export. Read more in Standard payroll export file formats. If there are customized payroll exports set up, those are shown as options here.
Select a site, team or agents from Site/team drop-down.

Include the whole business unit or choose sites, teams or persons by selecting the corresponding check boxes. It is also possible to select persons based on group pages, for example which contract they have. When working with the standard export files, you often need to make manual adjustments to the files before importing them to the payroll system. Therefore, it is common to export all persons at once and do any manual changes needed in the exported file.
Click Add. A message stating Payroll export created successfully appears, and the new export is added to the list panel on the left.

Run and download the export file

Click on the export from the list of exports panel.
Click Run (). Each time the export has run is shown as a row in the table on the right. The columns in the table will display Status, Created by, Creation date, and Download export file.
Once you click Run, the status will initially show as Pending. Wait for the process to complete.
Once completed, the export's status will change to Completed. The export will be added to the table with the updated status.
Download the export file by clicking the Download ()icon in the Download export file column.

View export details

Click to view the Export logs.
The logs will provide detailed information about the export. The Detailed information section for a run shows the type of export, the time period and the number of persons included.

Edit an existing payroll export

Click Edit (). The Edit payroll export window opens. Make the necessary changes as needed, and then save your updates.

Delete a payroll export

Click Delete () to remove an existing export. After the deletion is complete, a confirmation message appears: Payroll deleted successfully!