Export Payroll — Universal

Run the integration to export payroll records.

This integration exports payroll data to a flat file.

Universal integration packs exchange data by way of flat files, either to export data to the file or import data from the file. Other systems access the data in these flat files to complete the import or export integration. The default settings allow rapid configuration and runs of the integration process, while the exposure of the data maps and cross-reference tables in the extensions allows overrides and customizations of the default data mappings or values.

  1. Review the existing payroll file to see the data structure.
  2. Go to the login page. Enter your username and password. Click Tap Log In.
  3. Select the universal payroll export integration
    1. Click Tap Main Menu > Maintenance > Integrations.
    2. Click Tap Run an Integration .
    3. Select the integration from the list. Click Tap Select.
    4. (Optional) Enter a unique Integration Run Name to make it easier to identify the run of the integration. Alternatively, use the default name which ends with a date and time stamp.
  4. Set parameters
    1. Change the time period. Click Tap Select Timeframe or the arrows or . Example: Select the same time period as the most recent punch import.
    2. (Optional) Change the name of the Output File. Example: Enter Payroll.csv.
    3. (Optional) Select a Pay Period. It can be a symbolic value or a range of dates, and can be different from the Time Frame.
    4. If prompted, edit parameters. Example: Include or exclude employees or paycodes.
    5. Select the Hyperfind.
    6. If available, select Select Locations. Navigate to and select the location in the business structure.
    7. Click Tap Save As. Navigate to and select the folder. Enter a file name. Click Tap Save.
    8. Select Selected Locations> the location that you just saved.
  5. Run the integration
    1. Select Run Integration.
    2. Wait for the confirmation that the integration completed or failed. Close the panel.
    3. Click Tap Refresh .
    4. To see details, select the integration. Select Run Summary.
  6. Verify the results
    1. In the Integration run details, select Run Summary.
    2. Expand all of the components under Run Summary, and review the information.
    3. Select and download the flat file. Open it and review the payroll output to the mapped paycodes.