Before first pay run
Would you like to export hours and wages using Planday data? We’ve put together a list of everything you need to have done or checked before you can complete a pay run.
Before every pay run
These are the things you should do before every pay run. Whether it’s your first pay run or already have successfully exported payroll data from Planday. These checkpoints help you ensure an efficient pay run process every time.
Export a payroll report from Planday
It’s time to finalise this period’s pay run and export the payroll data from Planday.
Follow these steps to make sure you send the correct data.
Navigate to Payroll > Payroll export.
Select a date range in the Payroll Interval.
Select who to include such as employees, groups, or departments. You can make a custom selection of employees and groups by using filters.
Set any advanced export options such as shift status, and sorting of data in the export file.
Choose file formats based on what payroll setup you have.
Press Prepare report and download the files.
These reports will include all the payroll information, and we recommend reviewing it before processing it further. The reports will include absence and leave requested in the selected period.
If you’re unsure when and what employee entitlements should apply to your employees or your business, contact the Fair Work Ombudsman to discuss this further. Getting this right is very important as it sets the foundation for paying your employees correctly. You should also seek any independent legal advice as appropriate for your business.
Need more help?
Contact our support team via the blue icon at the bottom if you have more questions.
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