Running Payrolls and Payruns with custom file exports

The following explains how to export the files required for your custom payroll setup.

• Export Selected items in the list on the current page:
  • Use the checkboxes to the left of each shift to select them individually:
    
  • Then use With Selected > Export to payroll for just those shifts:
    
• Export All items in the list across all pages
  • Go to With All > Export for payroll
    
• The following dialogue will then appear:
  
  • Here you can:
    • Add comments for this payroll batch
    • Mark the shifts as paid
      • You can do this later if you do not wish to mark them as paid just yet
      • If you mark them as paid you are then prompted to send an email to the staff which you can cancel if you do not want to send it.
• The next dialogue will appear to prompt you to go to Payroll batches to download your payroll files
  
• Once you have run your payroll the following will happen:
  • The shifts are removed from Awaiting Payment
  • If you have selected not to mark the shifts as paid just yet the shifts are marked as Processed in the staffarea and throughout the system with a time/date stamp of this export
  • If you have selected to mark the shifts as paid just yet the shifts are marked as Paid in the staffarea and throughout the system with a time/date stamp of this export
  • A payment batch is created under Payroll > Payment batches which contain all these shifts that have been exported.
    • See Payroll > Downloading files