Payroll data export
The payroll export report exports basic payroll information by employee. This report will provide the following types of information; employee worked organization level, punches detail, pay detail, and comments.
- Navigate to Reports > Generate Reports
- Select the “Data Export – Payroll” report under Select Report
- Set the Filter Org Level to include/exclude inactive Organization Levels
- Set the Date Range
- When extracting all historical pay information, set the date range to “Custom” then add the Start Date to when you began using the system and the End Date to the current date.
- In the Filters, select all pay groups in the Available section include in the report and use the left arrow to add them to the Assigned section.
- Set any Parameter, Sorting, and Output formats desired
- Click Generate
Depending on the amount of data, you may consider running the report in smaller time increments.
Accrual data export
The Accruals report will export accrual information by employee for the specified date range. This report will provide the following types of information; employee, worked organization level, accrual name, effective date, transaction type, and hours.
- Navigate to Reports > Generate Reports
- Select the “Data Export – Accruals” report under Select Report
- Set the Filter Org Level to include/exclude inactive Organization Levels
- Set the Date Range
- When extracting all historical pay information, set the date range to “Custom” then add the Start Date to when you began using the system and the End Date to the current date.
- In the Filters, select all the organizational levels and pay groups in the Available section include in the report and use the left arrow to add them to the Assigned section.
- Set any Parameter, Sorting, and Output formats desired
- Click Generate
Depending on the amount of data, you may consider running the report in smaller time increments.
Audit log export
The audit log export report exports all metadata related to time entry, including when/how punches and hours were entered, edited, and approved for payroll.
- Navigate to Reports > Generate Reports
- Select the “Audit – Log” report under Select Report
- Set the Date Range
- When extracting all historical pay information, set the date range to “Custom” then add the Start Date to when you began using the system and the End Date to the current date.
- In the Filters, select all options in the Available section to include in the report and use the left arrow to add them to the Assigned section.
- In the Parameters, select all audit types and audit actions in the Available section to include in the report and use the left arrow to add them to the Assigned section.
- Set other Parameter, Sorting, and Output formats desired
- Click Generate
Depending on the amount of data, you may consider running the report in smaller time increments.
Schedules export
This step is only needed if your Time and Attendance system has been used for schedule management. The schedules export report exports all data related to employee schedules.
- Navigate to Reports > Generate Reports
- Select the “Data Export – Schedules” report under Select Report
- Set the Filter Org Level to include/exclude inactive Organization Levels
- Set the Date Range
- When extracting all historical pay information, set the date range to “Custom” then add the Start Date to when you began using the system and the End Date to the current date.
- In the Filters, select all schedule groups in the Available section to include in the report and use the left arrow to add them to the Assigned section.
- Set Sorting and Output formats desired
- Click Generate
Depending on the amount of data, you may consider running the report in smaller time increments.