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Customise your payroll data fields
Customise your payroll data fields

Use payroll prints to customise your Microsoft Excel or CSV payroll export file by adding or removing data fields

Maud avatar
Written by Maud
Updated over a week ago

🎯 For admin with full access to Planday that do not use the Xero payroll integration. See Preparing for payroll.


What are Payroll prints?

Payroll Prints can add extra columns of information to the Microsoft Excel payroll export file. This data can either be taken from the Employee profile, or the Schedule.
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For example, you may need an employee's email address on your payroll export so your accountant can send out e-payslips. Your payroll export can include this, customised through payroll Prints.
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⚠️ The customisations you add with payroll Prints only apply to the payroll export's Microsoft Excel and CSV format. Payroll prints do not affect PDF, Dynamic, or Integration payroll reports.
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How to view your existing Payroll data fields

To see existing Payroll prints, navigate to Settings > Payroll > Prints > CSV/Excel data fields
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β€‹πŸ’‘You need to have admin privileges to make changes to Prints. If you are an admin and cannot find the Prints tab, contact our support team to have this enabled on your Planday.

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Each entry on the list displayed here represents a column on your current payroll report (only for Microsoft Excel format).
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The Name of the field is customisable and will show as the column header on the payroll report, while the Standard CSV/Excel data field is the type of data that will be brought into this column.
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Through Sort order, you can organize how the columns will appear on the report, on the smallest number first and largest last basis. We recommend adding increments of 10 so that you can easily edit the order in case you need to change it in future.
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How to create a new Payroll data field

To create a new entry in the Payroll prints, navigate to Settings > Payroll > Prints > CSV/Excel data fields and press Create. Choose from the Excel data field dropdown list the field you need to create. This will show all the information you can bring into your payroll report.
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​In this example, an Email address field needs to be added to the payroll export file.
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Any Data field marked with a person icon will contain personal data from the employee profile, while the other type will be scheduling data (marked with a board-like icon). This allows you to create a comprehensive payroll report with both employee and schedule data.
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Select the data field you need, give it a name (so you can easily find it later), and type the sort order number (a small number would be displayed before a larger one, in the report).
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Press Save and your new field should appear in the Prints list and on your Excel payroll report from the next export.

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Here's how an Excel payroll report header looks when exported with additional fields set up, from payroll Prints:

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Need more help?

Please search for answers in the πŸ” Help Center or watch our ▢️ video tutorials.

Contact our support team via the blue icon at the bottom if you have more questions.
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