Once all timesheets have been approved, you can export your data directly to Sage 50.
IMPORTANT: Please note that 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 one.
To do so, simply follow the steps in this article.
1 - Finalize your pay period
To avoid errors, we always suggest that you finalize your pay period.
To do so, simply
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.
2 - Export the file
Once you've finalized your pay period, simply export the file and save it.
To do so, simply
Click on Export Pay Period in the top right-hand corner.
Select Sage 50
Decide whether you want to export payroll for all locations and positions.
Click on Export
Finish by saving the file on your computer.
3 - Import the file into Sage 50
To import the file into Sage 50, follow these steps :
Go to File
Select Import/Export
Choose the option 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 the following options;
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 will have the opportunity to correct any fields that have not been set up in Sage 50, if applicable, and complete the import.
To complete payroll processing following timesheet import;
Click on Payroll Cheque run in the main menu
Make sure to select the right pay period in the next window
Click on the Payroll tab in the options at the top of the page
Click on Add timesheet and timesheet hours in the drop-down menu that opens
Choose the dates of the pay period you are importing
Click on Ok
The hours will then be added and you can finish processing your payroll as usual.