How to Export Payroll Data Using an Export Template

The payroll export template is defined on the Payroll Processing Company and can be used to process Payroll Extract Criteria. The template defines the format used to create a Microsoft ® Excel .CSV file. The output file contains hours and earnings data input via timesheets and labor adjustments for employees for the specified date range.

Prerequisites

To export payroll data using a template, you must:

  • Create an Export Template, and set the following fields:
    • In Document to Export, select Payroll Processing Company.
    • In Export Format, select Auto.
  • For the Payroll Processing Company:
    • Set the Type field to Export Template.
    • In the Export Template Configuration area, select an Export Template
  • The Payroll Processing Company must be identified on the Payroll Company
  • The BST Global Framework Service and Transaction Processor service should be started.
  • Verify that hours exist for employees in the date range to process.

Create Payroll Extract

To create the export:

  1. Create a Payroll Extract Criteria document.
  2. In Payroll Company, select the company associated with a Payroll Processing Company.
  3. Complete the remaining fields as needed.
  4. Submit the document.
    The data is formatted into a CSV file that is zipped and attached to the document.
  5. Open the Navigation pane - Attachments tab and download the file. For more information about the Attachments functionality, see Attachments. Once downloaded, the CSV file attachment will need to be unzipped before it can be used.