How to view or export a payroll?

After a payroll period is locked, the timesheet data is ready for export to your payroll system.

The export process generates files in a format compatible with systems such as TOTVS, SAP or ADP.

Generated reports are stored in Payroll > Payroll Exports and can be downloaded later. Only users with Payroll permissions can perform exports.

1. Access a locked period

   • Go to Payroll > Lockings and locate a period with status LOCKED.

   • Click View or the selected row to open its details.
     
     

2. Export the payroll

   • In the detail view, click Export in the top-right corner.

   • Select the Payroll layout and click Confirm.

   • The system generates a file containing the worked hours and events. A message confirms the export.
     
     

3. Track exports

   • Navigate to Payroll > Payroll Exports to view all generated exports.

   • Columns displayed include Payroll layout, Group, Start date, End date, Requested at, Sent at and Status.

   • Click a row to download the file or see its details.
     
     

Other actions available on this screen

• Create a new layout: If the required layout is unavailable, go to Payroll > Layouts > Create a Layout to configure a custom layout.

• View layout details: In the layouts page, review the payroll system and configuration used.

• Filters: Use the search bar in the exports history to find exports by period or group.

Tips or Troubleshooting

• A period must be locked to enable export; ensure there are no outstanding punches or absences.

• If no layouts are available, an administrator must create one to match your payroll system.

• After exporting, verify the file contains all expected employees.

Best Practices

• Standardize layouts for each payroll system to prevent import errors.

• Securely store exported files as they contain sensitive information.

Frequently Asked Questions

1. Can I export an open period? No. Exports are only available for locked periods.

2. Where can I download exported files? Under Payroll Exports you can download files for previous periods.

3. What is a payroll layout? It’s a template defining the format of the export file, configured in Layouts.