Overview
Finalized payroll may be exported in a variety of ways.
Article Sections
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 Exports
3. Oases has export routines for the following payroll companies:
Press on the name for a screenshot sample. All samples use the same payroll details in Oases.
- ADP1
- ADP2
- ADP3
- ADP4
- ACCUPAY
- BRANDS
- COMPUPAY
- COMPUPAY2
- GREAT PLAINS
- PAYCHEX
- PAYCHEX2
- PAYLOCITY
- CHECKMATE
Set Export
4. Choose the export in Config Settings by going to: Setup > Company > Config Settings > Payroll > Choose export.
Run Export
5. When payroll has been finalized make sure that all records are displayed on one page. Adjust the number of records shown if necessary.
6. Press the down load arrow icon above the staff payroll list.
7. Select 'SAVE AS' to save with a naming protocol as requested by the payroll company.
8. Send to the payroll company per their requirements.