You can now use custom payroll export to adapt the export of your timesheets to your workflow!
⚠️ Please note that the account administrator must first ask the Client Success team to activate this type of export for your organization.
Where can you find Custom Export?
To use and configure custom export, log in to the administrator account and go to:
Scheduling > Settings > Integrations > Custom Export, then click on the gear icon.
A) Configuration
To configure your custom export, you will need to:
1 - Enter your company number
2 - Enter default earnings codes for regular and overtime hours.
3 - Training earnings codes and overtime training hours if there are any
4 - The delimiter (a character that separates distinct pieces of data, for instance comma (,), semicolon (;), vertical bar (|), or colon (:))
5 - Add all the fields you want to export. The default value is used when the field you are exporting is empty. If you are exporting hours, you do not need to input a default value.
6 - Save by clicking on Submit
B) Mappings
Once the basic configuration has been entered, you will need to input your codes for your time off types as well as your positions and your premiums.
C) Employees
Finally, you will need to add your employees' identification numbers here:
D) Export the payroll period
Once everything is set up correctly, you will be able to choose the custom export when exporting the payroll period (Attendance tab).
