Shiftplanning now makes it even easier to export scheduling and timeclock data to 3rd-party payroll systems. Last week, we introduced “rate cards” and multi-wage settings that allow managers to get more accurate payroll-oriented reporting. You can find more information about those features here. Building on the input of our clients and information about our users’ most popular providers, we’ve introduced the ability to export direct formats of payroll-related reports. The current represented providers are:
- Paychex Preview
- Paychex Online
- Wells Fargo
To get started with online payroll exports, access ‘admin’ settings. There you will see a section for “payroll settings”. The payroll settings give options for overtime and currency as well the ability to set a default payroll provider and enter options such as ‘company code’ and ‘batch ID.’ (Additionally, at the staff level, managers have the ability to input employee IDs).
With the settings in place, managers can access “payroll reports” in the ‘reports’ tab of the application.
After selecting the necessary report, an ‘export’ section will be available to the right of each report. In the export section, managers will be able to select which provider (if a default hasn’t been set) and click “export” to download. The exported report will be formatted for direct transfer to 3rd party systems.
In the future, we aim to make this process even easier by directly integrating with providers for “one-click” data transfer. Are there any providers that you would like to see added for exports? Please let us know at email@example.com.