Once all timesheets have been approved, you can export your data directly to Sage 50.
Important: We cannot export transactions to time banks in Sage. This is a limitation imposed by the integration format (hours cannot be deducted). You must therefore manage time banks in Sage and not in Atlas Scheduling if you have them.
Finalize your pay period
To avoid errors, we always suggest that you finalize your pay period:
Go to the Scheduling > Attendance tab in the main menu on the left.
Click on the pay period status to the right of the date.
Change the status to Finalized.
Export the file
Once you've finalized your pay period, simply export the file and save it:
Click Export pay period in the top-right corner.
Select Sage 50.
Decide whether you want to export payroll for all locations and positions.
Click Export.
Finish by saving the file to your computer.
Import the file into Sage 50
To import the file into Sage 50:
Go to File.
Select Import/Export.
Choose Import timesheets.
A timesheet import wizard window will open to select the file you had previously saved.
On page 3 for Data format, make sure you select Separators: "Each field is separated by a comma. Decimals are indicated by a dot" and Format: Date = YYYY-MM-DD and time = numeric.
On page 4, you can correct any fields that haven't been set up in Sage 50, if applicable, and complete the import.
To complete payroll processing following timesheet import:
Click Payroll cheque run in the main menu.
Make sure to select the right pay period in the next window.
Click the Payroll tab in the options at the top of the page.
Click Add timesheet and timesheet hours in the dropdown menu that opens.
Choose the dates of the pay period you're importing.
Click OK.
The hours will then be added and you can finish processing your payroll as usual.