Creating Templates for Payroll Data

            Under the Reports drop down menu, you have the ability to 'export Payroll Data'. When this option is selected, you will be prompted to the following screen. 

            Once here, you have the option to create a template for Payroll exporting. you can customize the employees you want to pull payroll for, the pay period (this can be pulled as far back as when the system first went live in your department), and the format in which the payroll will be formatted. 

            If you are wanting the template to pull the CURRENT pay period, you do so by selecting the drop down menu for 'Choose a pay period' and choosing the pay period you are currently in. As long as the current pay period is selected, it will always default that template to pull the current pay period's payroll data. 

            You also have the option to customize the template even further, by choosing 'Advanced options'. 

            From here, you have the ability to filter even further. You can filter the work types / time-off types that will be exported. You can also include / exclude any rows that have zero hours, as they will be irrelevant to payroll. Once you have customized your template, you have the ability to save that template for future use by choosing 'Save template as...' and creating a name for it.  By creating these templates you can cut down on time when pulling payroll data for payroll purposes.

            Once you have saved your template, you can access it in the future by clicking on 'Templates...' drop down menu in the top right corner of the 'Export Payroll Data' page.

            NOTE: When you create a template, it is important to know that any changes made to that template will delete the existing template. If you are wanting to modify an existing template, it is best to create a new template as to not lose an existing one. 

            Updated: 03/2019

            Updated: 05 Apr 2019 01:40 AM
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