Default extract information is configured based on ADP specifications, though some adjustment is still required. For successful processing, you must enter the ADP Company Code prior to generating payroll batches.
The Payroll Extract tab is where completed payroll batches are extracted into a readable data format that can be sent to your payroll vendor for processing. Currently, Enterprise Edition only supports ADP Payroll. However, a .CSV export file can be created that may work for other payroll vendors. Check with your payroll vendor (if other than ADP) to find out the specific criteria needed and if the .CSV file format will work for processing your payroll.
To extract the currently selected payroll batch:
1. On the main menu, select Tools then select Payroll.
2. From the Payroll Batches tab, select the preferred batch either from the list or by searching.
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Default extract information is configured based on ADP specifications, though some adjustment is still required. For successful processing, you must enter the ADP Company Code prior to generating payroll batches. |
3. On the main menu, select Master Files and then select Payroll Extract.
4. Select the desired extract type for the applicable office group in the Payroll Extract Settings grid. Three extract options for each office group that is set up (in Master Files | Payroll Setup)will display in the Payroll Extract Settings grid. Details on these data elements are specified in the “Payroll Extract Setup” section on pages 5-6.
● Summary Extract (includes 9 data elements, appropriate selection for ADP)
● Detailed Extract (includes 11 data elements)
● Wage Report (includes 29 data elements)
5. Review the File Name and rename (if necessary), ensuring that the file name ends in ".CSV".
6. Select 
. The newly extracted file will synchronize to the Tools | Payroll area.
7. Using the main menu, navigate to Tools | Payroll | Payroll Extract.
8. Find the newly created extract file in the grid and select 
in the Download column to download the file. Using the prompt, select a location on the local drive to save the file. To more efficiently review and analyze the data, you can format data that is exported to Excel.
9. Send the extract file to your payroll vendor.
10. After the file has been submitted to your payroll vendor, click the 
link for the corresponding extract file to view the file details. The details will display below the grid.
11. Click the Status drop-down menu field and select In Process.
12. Enter any applicable Notes then select 
.
13. After the batch has been successfully processed by the payroll vendor, click the for the extract file to open the file details section again.
14. Select the Status drop-down menu arrow and then select Complete.
15. Select .
16. Return to the payroll process tab and select 
to complete the selected payroll batch and send to Payroll Extract. Payroll batch must be completed prior to processing the next payroll period.
Default extract information is configured based on ADP specifications, though some adjustment is still required. For successful processing, you must enter the ADP Company Code prior to generating payroll batches.
1. The Payroll Extract tab contains a 
feature. When the button is selected, settings options for the selected payroll batch will display below the grid. The following fields are editable (Select within each field to see additional help content ):
● File Name — The name the payroll extract files will be saved as.
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Do not delete any default information if your vendor is ADP. For ease in searching for extract files at a later date, you can add information for your own purpose, such as dates, if desired. |
● ID Column — Fill this out if you need an ID Column added to the extract fields.
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Do not modify this field if ADP is your payroll vendor. |
● ID Value — This data will pull to the ID Column in extract file.
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This should be the ADP Company Code if ADP is your payroll vendor. The code will be an identifier ADP assigned to your agency. If you do not know what your ADP Company Code is, you must contact ADP to retrieve the information. |
2. Click .
The Payroll Extract tab will contain all files that have been extracted for the batch that is currently selected in the Payroll Batches tab. Users can search for specific extract files by utilizing the search icon (
) .
To search for files:
1. Enter the earliest File Date of extracted files to return in results.
2. Enter the desired Search Text.
3. Select . Extract files that meet the selected criteria will appear in the Extract File grid.
The Extract File grid contains the following information:
● File ID
● Extract Type
● FileName
● Create Date of the file
● Status of the file
● Notes
● Button to Download the extract file