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 from the Schedule.

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, customized through payroll Prints.

⚠️ The customizations you add with payroll Prints only apply to the Microsoft Excel and CSV format of the payroll export. Payroll prints do not affect PDF, Dynamic, or Integration payroll reports.

To see existing Payroll prints, navigate to Settings > Payroll > Prints > CSV/Excel data fields

💡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 portal.

Planday EN Screenshots for HC.192.png

Each entry on the list displayed here represents a column on your current payroll report (only for Microsoft Excel format).

The Name of the field is customizable 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.

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.

Create a new 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.

In this example, an Email address field needs to be added to the payroll export file.

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.

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).

Press Save and your new field should appear in the Prints list and on your Excel payroll report from the next export.

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

Screenshot 2022-03-31 at 15.44.56.png

Still have questions? Reach out to our support team via chat if you need help regarding this feature.

See related articles:

Did this answer your question?