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, only ADP Payroll is supported by Enterprise Edition. 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 specific criteria needed and if the included .CSV file format will work for processing your payroll.
To extract the selected Payroll batch:
1. On the Main Menu, click Tools then select Payroll.
2. From the Payroll Batches tab, select the preferred Batch either from the list or by searching.
3. Click the Payroll Extract tab.
4. Using the drop-down menu, select the desired Extract Type from the following options:
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Please note that Summary Extract and Detailed Extract were previously referred to as "ADP Extract" and "CSV Extract", respectively. |
5. Review the File Name and rename, if necessary, ensuring that the file name ends in ".CSV".
6. Click 
.
7. The newly extracted file will appear in the Extract File grid.
8. Click 
in the Download column, of the desired extract file, to download the file. From here, you can choose the preferred location on the local drive to save the file. To more efficiently review and analyze the data, you can format the data that is exported to Excel.
Learn more about formatting the extract reports in Excel.
9. Send the extract file to your payroll vendor.
10. After the file has been submitted to your payroll vendor, click 
on the line of the desired extract file to view the file details. The details will appear below the grid.
11. Click the Status drop-down menu arrow and select In Process.
12. Enter any applicable Notes then click 
.
13. After the batch has been successfully processed by the payroll vendor, click on the line of the desired extract file to view the file details. As previously, the details will appear below the grid.
14. Click the Status drop-down menu arrow and select Complete.
15. Click .
The Payroll Extract tab contains a 
option. When the button is clicked, settings options for the selected Payroll batch will appear below the grid. If necessary, the following details for the selected Payroll batch can be revised:
● File Name
● ID Column
● ID Value
To search for files:
Enter the File Date.
Enter the desired Search Text.
Click 
. The extract files that meet the selected criteria will appear in the Extract File grid.
The Extract File grid will contain all files that have been extracted for the past two years. You can search for specific extract files by utilizing the Search icon.
The Extract File grid contains the following information:
● File ID
● Extract Type
● File Name
● Create Date of the file
● Status of the file
● Notes
● Button to Download the extract file
