Summary

After you edit and check your Actuals, you can export them to a folder ready for importing into Payroll.

Note: Export to Payroll is the same as using the run command Export Actuals to Payroll.

Prerequisites

To export T&A data to Payroll, the Export to Payroll tab page in Company Settings must contain all required values.

Before you Export to Payroll, ensure that you:

• Process Transactions for All Employees in the pay.
• Run the Pay Calculation Report to check payments.
• View Transactions to check for any incorrect payments.
• Remove any Employees or Daily View queries.
• Select the correct pay sequence.

Procedure

1. Right-click the Totals Weekly column header to select the week's Actuals.
2. In the main menu click Tools | Export to Payroll.

   A Warning message appears.

3. Check the export details:

   Source: ACTUALS

   Sequences: Total number of pays selected, not the pay sequence number.

   Filename: (Blank) PayGlobal will use the filename set up on the Export to Payroll tab in Company Settings.

   Employees: Number of employees selected.

4. Click OK.

   Note: If the export file already exists, then a message appears. You can opt to cancel the export or overwrite the existing file.

   A processing box appears, followed by an audit log message.

5. Check the audit log to confirm that all employees were successfully exported to Payroll.

Troubleshooting

If you cannot export an employee to Payroll, then the audit log will contain a "(not exported)" warning for the following reasons:

• Employee has no transactions for that week.
• Employee's Export to Payroll field is set to 'No' (see Employees | T&A/Rostering | Actuals | Details tab.