Date printed: 11-20-2017   Last updated: 07-01-2008

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Applies to versions: 1.6, 1.8, 1.9, 1.10



Custom Reporting/Payroll Export Settings



The TimeIPS Custom Payroll/Report Engine allows users to define the characteristics and contents of the file including the file extension, number of columns, field delimiter, line terminator, and data output. Custom Payroll requires the IPSCPE Customizable Payroll Export module (included in the IPSEPI Extended Payroll Integration module), the defined file can be generated then imported in your payroll application. Custom Reporting requires the IPSRPT Custom Report Module. .



For Payroll: Using the left pane Main Menu, click on: Administration » Payroll and Reports » Payroll Export


For Custom Report: Using the left pane Main Menu, click on: Administration » Payroll and Reports » Special Reports » Custom Report

 

Before you export:

 

 

 

Step 1: Select Export Contents



Step 1: Select Export Contents

 

    Select a Payroll Type and Payroll Period for the date range you are working on from the drop-down boxes and click on the button labeled Prepare Payroll for Export. Next you should see the payroll calculation being scheduled

     


    NOTE: If necessary, it is possible to manually select your payroll time range and employees as well as change the export settings for payroll using the appropriately labeled tabs at the top of this page..

     



    Calculation Status

     

     

    Step 2: Choose an Export Format



    Step 2: Choose export format

     

    Select Custom from the drop down menu and then click on the button labeled Export Payroll Data




No preset defined

 

Click on Add Preset to begin setting up a preset for the Custom payroll export

NOTE: A Preset is a saved list of settings that are used each time a payroll file is generated. If your settings change from one group of employees to another, you may create multiple presets and select the preset that applies for the group you are exporting at the time.

 

The General Tab



The General tab defines information about the format of the file. The field level detail will be specified in the Columns tab.

The Custom Payroll Export General Tab



The Pay Codes Tab



The Pay Codes tab associates each type of earnings or pay with a specific name or code for identification in your payroll application.

EXAMPLE: In the screen shot above, standardtime hours will be designated with code 1, overtime with code 2, and so forth. In that way, all hours can be included in a single column with a specific code (or name, such as "Hourly" and "Overtime") identifier.

NOTE: The Landon Payroll Application file requirements from example A separate each pay type into its own column. Therefore, the pay codes will not be used.



The Preamble Tab



The Preamble tab defines file heading rows that include summary data about the file. Unless preamble records are specified in the file layout requirements provided by your payroll application, leave the default value of “Do Not Use”.

NOTE: Most payroll applications do not require a preamble.



The Columns tab



The Columns tab defines the number of columns, the format for each column, and the data contained in each.

The Custom Payroll Export General Tab

 

  • If Clear Duplicate is checked, the data in the column will be cleared if it's the same as the row(s) above. This is used, for example, to clear the employee's name for all rows after the first row to improve the appearance and readability of the report.

     

  • Notes on Payable Time Duration

     

    Notes on Payable Rates

     

    Notes on Removing Rows

    Any row that contains any field that evaluates to or consists of nothing but the keyword "action_remove_this_row" will cause the entire row to be removed. This is useful in cases where specific types of time, pay, jobs, workorders, etc. should be excluded from the report.

    The Footer Tab



    The Subtotals Tab



     




     

     

     

     

  • Once your preset has been configured, click on Save Settings to save, or Cancel to exit without saving.
  •  

     

    Step 3: Export Payroll



    Step 3: Export payroll

     

     

    1. On the next screen be sure that your new preset is the one selected in the Export Settings Preset drop down menu.
    2. Optionally if you wish to add a comment to the export making it unique and easily identifiable you can do so now.
    3. Click Continue

     



    Payroll export calculating

     

     

    Step 4: Download Payroll Export



    Step 4 download payroll export

     


    Note: Editing of time events is locked during payroll processing to avoid having another user make changes via the Time/Edit Report that would not be reflected properly in the current payroll run.


    Click on the download link to save the newly created payroll export file.


    File names will vary based on export format
    If you have confirmed that the information contained in this export is correct and wish to permanently lock the payroll period click the button labeled Yes, the export was accepted otherwise choose Cancel, return to TimeIPS


    If you chose Cancel return to TimeIPS the export will be listed as Pending. Pending exports can be exported again to other payroll output formats as often as you like until they have been finalized

    If you chose Yes, the export was accepted you should now see the payroll run labeled as Exported Exported payroll runs are locked, time can no longer be edited in the system for this period of time.

    The TimeIPS Knowledge Base is updated frequently.
    Please continue to check back for further details about TimeIPS payroll exports.

    For immediate assistance with any of the above payroll exports,
    call our Customer Support staff at 877-846-3256.



    See Also:
    Payroll Export (TimeIPS Version 1.6) (1.6, 1.8, 1.9, 1.10)
    Advanced Formatting for Custom Payroll (1.5, 1.6, 1.8, 1.9, 1.10, 1.11, 2.0, 2.1, 2.2, 2.3, 2.4, 2.5)
    Custom Payroll Export Settings (TimeIPS Version 1.5) (1.6, 1.8, 1.9, 1.10)

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