CrewScheduler roster data can quickly and easily be exported for advanced payroll imports or other employee reporting needs. The data includes all regularly scheduled assignments, time off's, overtime hours, partial hours and miscellaneous hours. Data can be exported into an easy to read .pdf file, .xls or .csv file. Payroll data is also available in JSON format for API users. Export files & reports include important scheduling & time / attendance data such as: employee id, name, work type, work code, subclass, assignment, hours and assignment position.
To Export CrewScheduler Data:
Click on Reports in the navigation menu, then Export Payroll Data.
You can choose to Export Scheduler Data by Date manually or by Pay Period (a start and end date range), which will give you every employee that has data during those periods; or you can export data by individual employees. To do this, type in the employee name, group or list. If you wish to do it for all employees, just select All Employees
Then click either the Detailed (Excel), Timecards (PDF), Raw (CSV) or the Payroll Summary option. Exporting as PDF will provide you a clean, printable sheet of data with signature fields. Exporting as Excel will provide a spreadsheet file, and exporting as a CSV file will export a database of the data, which you can then import into a spreadsheet system (Excel, Open Office, etc) or manipulate how you see fit. The Payroll Summary gives a summary of all data and is most useful.
Clicking the Advanced Options offers you a more detailed list of options for the reports, such as just the comp time work type or any entries made to the time clock.
Once your report has been compiled, it will be listed on the right-hand side of the screen. The last 10 reports from your organization will appear here. Simply click to download:
Formatting CSV file in Excel or Open Office:
If you open the CSV file, and it appears a garbled mess, this is because you have not yet separated the values correctly.
If you've already opened the file and need to separate the values, simply select the entire cell (in this case cell A); click Data > Text To Columns, and select semi-colon as the separator value. Your file should now be in an easy to read format.
If you would like information on our Vendor API to access more robust data from our system, please reach out via chat, drop us an email or open a support ticket.
Creating Payroll Report Templates:
If your agency runs the same payroll reports often, it may be useful to create a template(s) to avoid needing to recreate your report settings each time. To create a template, once you have selected all the data parameters you want to include in your payroll export, click Save template as. Give your template a unique name that will make it easily distinguishable among any other payroll templates you may create and then click Save.