The export collects approved working days into an export batch and delivers it to your payroll system in the format that system reads. Export profiles and the export itself are administrator and payroll rights.
Only an approved day that has not already been exported reaches the export. The employee’s confirmation alone is not enough – the supervisor’s approval is needed. See Approve working time. Closing the payroll period, on the other hand, the export does not require at all.
Create an export profile first
The profile says what is exported and where to. Open Settings → Pay & export → Payroll export.
The profile’s fields are Name, Format, Export content and Employee identifier. In the editor you also set Audience, Format options, Delivery method, Pay-code mapping and Tracking dimensions.
There can be any number of profiles.
- Format: generic CSV, Procountor, Fivaldi, Mepco/Talenom, Heeros, CGI, Fennoa, SD Worx, Netvisor (XML) and JSON.
- Delivery method: download, HTTP, SFTP and Netvisor. There is no email delivery.
Export a period
- Open Company → Reports → Payroll export → Payroll export.
- Scope the material: From, To and staff group.
- Create the export batch.
- Check the Export batch breakdown.
- Press Export to target.
The same batch produces the same material
The export reads a locked snapshot of the calculation run. It does not recalculate, so the same export batch always produces the same material – whether you ran it today or next month. The material can therefore be delivered again with the same content.
A batch is never created incomplete. Creating a batch is fail-closed: if a pay code is unmapped or the calculation is blocked, no export batch is created at all. You can proceed deliberately despite the gap, but that requires a reason and is logged.
An export batch can be cancelled. Cancelling frees the days up for correction. A locked payroll period also stops cancelling an export batch – see Close the payroll period.
Scheduled reports for your accounting firm
An administrator and payroll can add, for example, your accounting firm as the recipient of a scheduled report. The report always runs with the owner’s rights: adding a recipient does not widen anyone’s access.
If something goes wrong
A pay code is missing. No batch is created. Complete the Pay-code mapping in the profile and create the batch again.
An employee number is missing. The material identifies people according to the profile’s Employee identifier choice. If someone’s identifier is missing, fill it in before creating the batch.
A day is not approved. A confirmed day is not enough. The day stays out of the batch until the supervisor approves it. When the approval comes late, the next transfer picks the day up automatically.
A day has already been exported. The same day does not go into two batches. If it has to be exported again, cancel the original export batch first.