{"id":6407,"date":"2025-04-24T13:28:57","date_gmt":"2025-04-24T13:28:57","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=6407"},"modified":"2025-04-24T13:29:04","modified_gmt":"2025-04-24T13:29:04","slug":"payroll-export-overview","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/payroll-export-overview\/","title":{"rendered":"Payroll Export Overview"},"content":{"rendered":"\n<p>\n  Payroll Export feature allows Admin users to export data for one or multiple employees across various pay periods. Exports can be performed on different configured payroll providers. \n<\/p>\n\n\n\n<p>\n  Before initiating an export, the system performs several validations including:\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensuring all required signoffs (Daily\/Period) are completed.<br>  <\/li>\n\n\n\n<li>Timesheet signoff errors.<br>  <\/li>\n\n\n\n<li>Confirming there is no overlap with the system lock date.<br>  <\/li>\n<\/ul>\n\n\n\n<p>\n  Once the export is successfully completed, the system lock date is updated to the last day of the exported period. \n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Export a Payroll<\/h2>\n\n\n\n<p>\n  To export a payroll, follow the below steps:\n<\/p>\n\n\n\n<p>\n  <br><strong>Step 1: Select Pay Period Range<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the Pay Period dropdown to choose a pay period.<br>  <\/li>\n\n\n\n<li>The dropdown displays the current pay period and two previous periods. By default, previous pay period is selected.<br>  <\/li>\n\n\n\n<li>If user wants to select the start and end date manually, user must enable the system setting- <strong>OverridePeriodDates<\/strong>.<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Step 2: Select Employees<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User can select one or more employees, select employees from departments or Teams or both.<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Step 3: Select Payroll Settings<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a <strong>Period Group<\/strong> from the drop-down. By-default, it will show the period group having a greater number of employees.<br>  <\/li>\n\n\n\n<li>Select a <strong>Payroll Configuration <\/strong>from the drop-down (or proceed with the default).<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Step 4: Payroll File section<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User can view the<br>  <\/li>\n\n\n\n<li>Selected Payroll Provider<br>  <\/li>\n\n\n\n<li>Total number of employees included in the export<br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2134\" height=\"968\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1.png\" alt=\"\" class=\"wp-image-6408\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1.png 2134w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-300x136.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-1024x464.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-768x348.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-1536x697.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-2048x929.png 2048w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-1-100x45.png 100w\" sizes=\"auto, (max-width: 2134px) 100vw, 2134px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>\n  <br>\n<\/p>\n\n\n\n<p><strong>Step 5: Proceed to \u201cNext\u201d<\/strong>\n<\/p>\n\n\n\n<p><strong><em>NOTE: Before, clicking on Next, review the selected information. As on payroll export page, these fields will be locked. To edit, user must click on \u201cStart Over\u201d.<\/em><\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201c<strong>Next\u201d<\/strong> to move to the export the payroll.<br>  <\/li>\n\n\n\n<li>Here, you can only view (not edit):<br>  <\/li>\n\n\n\n<li>Employee Number<br>  <\/li>\n\n\n\n<li>Period Group<br>  <\/li>\n\n\n\n<li>Payroll Provider<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Step 6: Check Payroll File Section <\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User can view payroll provider name and total number of employees<br>  <\/li>\n\n\n\n<li>Employees ready for export<br>  <\/li>\n\n\n\n<li>Employees cannot be exported (due to errors or missing signoffs)<br>  <\/li>\n\n\n\n<li>If an employee is already exported or has a lock date, a toggle \u201c<strong>skip exported employees<\/strong>\u201d appears. By default, toggle will be turned on.<br>  <\/li>\n<\/ul>\n\n\n\n<p><strong>Step 7: Fix Errors (If Needed)<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If there are validation errors (e.g., missing signoffs), user will see a button \u201c<strong>Fix Errors<\/strong>\u201d and button \u201c<strong>Export<\/strong>\u201d will be disabled (only if all selected employees have errors)<br>  <\/li>\n\n\n\n<li>In the grid, user can view the errors under Status column.<br>  <\/li>\n\n\n\n<li>Click on \u201c<strong>Fix Errors\u201d<\/strong> to resolve them before proceeding.<br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2116\" height=\"1022\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2.png\" alt=\"\" class=\"wp-image-6410\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2.png 2116w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-300x145.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-1024x495.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-768x371.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-1536x742.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-2048x989.png 2048w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-2-100x48.png 100w\" sizes=\"auto, (max-width: 2116px) 100vw, 2116px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2120\" height=\"1010\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3.png\" alt=\"\" class=\"wp-image-6412\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3.png 2120w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-300x143.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-1024x488.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-768x366.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-1536x732.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-2048x976.png 2048w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-3-100x48.png 100w\" sizes=\"auto, (max-width: 2120px) 100vw, 2120px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Step 8: Export Payroll<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If no errors exist, the <strong>Export<\/strong> button will be enabled.<br>  <\/li>\n\n\n\n<li>Clicking on button <strong>Export<\/strong> will show a confirmation dialog box.<br>  <\/li>\n\n\n\n<li>The Status column will update to &#8220;Exported&#8221;.<br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1360\" height=\"632\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4.png\" alt=\"\" class=\"wp-image-6414\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4.png 1360w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-300x139.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-1024x476.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-768x357.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-4-100x46.png 100w\" sizes=\"auto, (max-width: 1360px) 100vw, 1360px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Step 9: Download Export Report<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the export is complete, a <strong>Download<\/strong> button will appear.<br>  <\/li>\n\n\n\n<li>Click on it to download the payroll export report.<br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2238\" height=\"1022\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5.png\" alt=\"\" class=\"wp-image-6416\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5.png 2238w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-300x137.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-1024x468.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-768x351.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-1536x701.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-2048x935.png 2048w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/word-image-6407-5-100x46.png 100w\" sizes=\"auto, (max-width: 2238px) 100vw, 2238px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Payroll Export feature allows Admin users to export data for one or multiple employees across various pay periods. Exports can be performed on different configured payroll providers. Before initiating an export, the system performs several validations including: Once the export is successfully completed, the system lock date is updated to&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[278],"ht-kb-tag":[215,116],"class_list":["post-6407","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-payroll-export","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6407","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=6407"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6407\/revisions"}],"predecessor-version":[{"id":6418,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6407\/revisions\/6418"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6407"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6407"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}