User Guide

CHAPTER7:SENDINGTOPAYROLL
TotalPassoffersafewoptionsforstreamliningyourpayrollprocess
 Creatinganexportfile
 Emailingtimecardsreports
 Sendingindividualtimecards

CREATE PAYROLLEXPORTFILE
Attheendofthepayperiod,compileemployeedataandtransmittopayrollforprocessing.
ThePayrollreportoptioncreatesapayrollexportfileforthefollowingplatforms:
 PaychexFlex
 SurePayroll
 PaychexPreview
 Paycom
 Paylocity
 ADPWorkforceNow
 QuickBooksOnline

The
PayrollpageallowsyoutodownloadanexportfiletoyourPCortoemailacopyoftheTimecardreportand
theexportfiletooneormorerecipients
Tocreatetheexportfile,gotoPayroll|ExportPayroll:
Ensurethateachofyouremployeeshasanassigned
PayrollID.EmployeeswithoutaPayrollIDwillnotbeincluded
inthepayrollexportfile.
 SelectClickhereforaListofEmployeeswithoutIDs.
 CustomizethePayrollIDforeachofthelistedemployees.
 SelectCreateAnExportfromtheoptionWhatDoYouWantto
Do?
 Selectthetimeframefromthedrop‐downmenu.
Note:EmailfunctionalityrequiresthattheclockisconnectedviaEthernetandthattheSMTPPreferences
beset.