What it is#
Payroll needs the hours each team member worked. The pay export gives you, for a period, each team member's planned and completed hours from the diary, with the estimated cost including employment costs.
When to use it#
Use it each pay period, before you run your payroll.
How to do it#
- Press Exports on the dashboard.
- In the Pay card, press Download pay since last download. This covers every day since your last pay download.
- To choose the days yourself, use or choose a period, with Last week, Last month, This month so far, or a From date and To date.
- Check the summary line. It gives the number of team members, the paid hours, the loaded cost and the number of days.
- If some days were in an earlier pay download, the card warns you. Downloading them again pays them twice unless you leave them out.
- Press CSV or Excel.
What your customer sees#
Nothing. This is for you only.
What happens next#
The file has one row per team member for the period. The columns include:
- Team member, Pay basis and Rate or salary (£).
- Visit hours, Travel and loading hours, Paid hours, Base hours, Flex hours and Overload hours.
- Absence days.
- Wages (£), Employer on-costs (£), On-costs (%) and Loaded cost (£).
- Period from and Period to.
The Excel file adds a Days sheet, with one row for each team member on each day, including their crew.
The download is kept in Download history. Team members see nothing of it.
Good to know#
- Pay basis, hourly rate or salary, and additional employment costs are set on each team member's record, under Pay and holiday (private to you).
- Employment costs are one percentage per team member. The file does not split them into separate items.
- The figures are estimates from the diary, to help you prepare your payroll. Your payroll remains the record of what you pay.
- Nothing here differs between automatic mode and self mode.
Related articles#
Not what you needed? Contact us and say what you were trying to do.