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Managing payroll is a critical task of any organization. Our newest update allows batch downloading for your payroll exports. This tool allows payroll managers to group all project exports into a singular batch for the companies payroll files.
Under the update, payroll managers will have the ability to group their projects’ payroll export files into one single CSV output file.
Take a look below to see how to use this feature!
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From the “Timecards and Payroll” module select the payroll tab.
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On your payroll screen, select the projects and dates you wish to export. Make sure to set the view as the “Payroll" view.
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You will now see the approved timecards available for the projects and the week ending dates that you selected. Click the green circle next to the timecards you would like to export, then click the green square next to the same project.
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Click ‘Submit Export.’
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From the drop down menu, select ‘Exported’ status
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From this screen, select the projects you wish to download, by selecting the box next to each, or select 'All' by selecting the box on the header.
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Click ‘Batch Download’
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Select to download the ‘combined files’ - the ‘combined files’ option will allow you to export all projects selected in one single csv file. You do still have the option to download as individual projects, in case that your process requires you to keep project files separate.
If you have any questions or feedback about this feature, we would love to hear from you! Email us at [email protected].
