FP03. Exporting Finalized Payroll - General or to a Payroll Company.

Overview

A payroll export produces a download of finalized payroll. This is more accurate than producing a custom report as the payroll export will include all sessions for the pay period, including those that have been carried forward from a previous period (late submit) and exclude those that are not included in the current finalized payroll (again, late submit)

There are different payroll export options.

Article Sections

• Payroll Export Report Production
• General Export
• Sample Payroll Exports
• Other General Exports
• Set Export
• Run Export

Payroll Export Report Production

Exporting payroll will generate the data to a report, it will not communicate directly with a payroll company.

The reports are compiled as indicated by the payroll company to facilitate import to their platform.

For this reason even if you don't use a payroll company you can opt to use a payroll company export if you like their format.

General Export

1. When payroll has been finalized make sure that all records are displayed on one page. Adjust the number of records shown if necessary.

2. Press the Excel Icon at the of the payroll Staff list.

Sample Payroll Exports

3. TutorFirst has export routines for the following payroll companies:
Press on the name for a screenshot sample. All samples use the same payroll details in TutorFirst.

• ADP1
• ADP2
• ADP3
• ADP4
• ACCUPAY
• BRANDS
• COMPUPAY
• COMPUPAY2
• GREAT PLAINS
• PAYCHEX
• PAYCHEX2
• PAYLOCITY
• CHECKMATE

Other General Exports

4. There are also some simple exports available:

• Simple - A list of names, hours and amounts to pay. (one row per staff member)
• Bank 1 - A list of names, hours, rates and other to pay. (one row per staff member)
• Per Session - A row per session with times and rate. No 'Other' details so bonuses and reimbursements would need to be added manually. Mileage column that will pull details from a custom session field called Mileage, if added.

Set Export

5. Choose the export in Config Settings by going to: Setup > Company > Config Settings > Payroll > Choose export.

Run Export

6. When payroll has been finalized make sure that all records are displayed on one page. Adjust the number of records shown if necessary.

7. Press the download arrow icon above the staff payroll list.

8. Select 'SAVE AS' to save with a naming protocol as requested by the payroll company.
9. Send to the payroll company per their requirements.