Before running payroll using data from Planday, there are a few things you should check. We recommend going through the list below:
Approve hours before generating payroll report
By default, only approved hours are included in payroll reports. Make sure you've approved all Punch Clock entries from Schedule > Punch Clock, and that all shifts that you want to include in the payroll are approved and green on your schedule.
Update employee data in your payroll system with data from Planday
If you update employee data in your payroll system based on data from Planday, you should pull a report with the changes made during the latest payroll period.
Go to People > Employees > Tools > Export data.
Choose the type Employee changes, and choose the fields you want to check for changes.
Include deactivated employees.
Select Export data.
The report will include data on new starters, employees where information has been changed, and people who have left the company. This information is useful for keeping everything up to date in the payroll system.
Export Payroll report
Export the payroll file from Payroll > Payroll export.
Select 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, 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 files will include all the payroll information, and we recommend reviewing them before passing them on to whoever processes payroll. The files will include holidays taken from accrual accounts.
Custom selection of employees
You can choose employees and employee groups in a more advanced selection by using filters. This gives you more control over who to include in your export file. Select Custom selection of employees and Press Select employees and then press Filters to choose from Employee groups or Employee types. Once you have selected your employees, press Save to include them in your export file.
Export Absence report
The last file that might be relevant to include is the vacation or absence report. It can be exported from Schedule > Absence request (Leave Requests) > Export > Vacation Report (Leave Report)
Set date range.
Uncheck Requested and Denied vacation.
Check Exclude days outside.
Press Print report and then Download File to get the report.
This will inform whoever processes your payroll about any holiday taken (in hours or days) from non-accrual vacation accounts.
Still have questions? Reach out to our support team via chat if you need help regarding this feature.
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