Date printed: 11-19-2017   Last updated: 07-02-2008

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Applies to versions: 1.6, 1.8, 1.9, 1.10



Paychex 5 Export Settings



TimeIPS Payroll Export can generate a file with your payroll data. Using the Payroll Integration with Benefits Tracking (IPSQBI) optional module, the file can be imported in your Paychex 5 payroll application.

Security Level Required: Payroll Administrator

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

 

  1.  

      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 Paychex 5 from the drop down menu and then click on the button labeled Export Payroll Data

  2.  

    Step 1: Select Export Contents



    Step 1: Select Export Contents

     




    No preset defined

     

    Click on Add Preset to begin setting up a preset for the Paychex 5 export

    NOTE: A Preset is a set of stored 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.

     

     

  3. The preset window will appear. Enter the Preset Name, modify the Wage Codes if needed, then click on Save Settings.

    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
  4.  

     

    Step 3: Export Payroll



    Step 3: Export payroll

     

     

     



    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 (1.6, 1.8, 1.9, 1.10)

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