Running Payrolls and payruns with the default export feature

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:52 PM by Alex C

To export using the default export feature:
- Export the whole list by clicking on With All > Export for payroll
- Or use the checkboxes to the left of each shift to select them individually:
- Then use With Selected > Export to payroll export function for just those shifts
This will give you the following dialogue to select the columns you need to export for your finance system:
The 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 with 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