Support Center. We’re here to help

Preparing for payroll


In order to prepare for payroll we recommend the following procedure:

Make sure what needs to be paid has been approved on the Schedule!

You will need three reports.

1. Export the payroll file (*Payroll > Payroll export* > choose period and formats, PDF and Excel)

2. Export vacation report (*Schedule – Vacation & Overtime – Click Vacation report*, set date range, un-tick requests and denied vacation, tick 'exclude days outside')

Please note: Vacation taken from an accrual account will appear on the payroll report. vacation taken from a NON accrual account will not. Hence the above report.

3. Export 'employee changes' (*PEOPLE > Employees > Tools > Export data* > Type: Employee changes, make sure All fields are selected, and include deactivated employees, click Export data)

These three reports will make sure that the person processing payroll is well informed.

Have more questions? Submit a request

Can't find what you're looking for?

Our in-house customer team is here to help you