Create payroll export
This is how you check the billing month, clarify any blocks, and generate the file for your payroll department.
The payroll export process consists of three steps: select the month, review the preliminary data, and generate the file. The file will only be created once all restrictions have been lifted and you have provided all required confirmations. The setup process is described in the "Setting up payroll export" section.
Prerequisite: The payroll export must be created by the owner and all users with Allowed to manage time tracking, in the Max tariff.
Step 1 of 3
Select month
Under Employees, click the Download button → Payroll Export. Select Month and Year and click Export. An entry is counted towards the month in which it began: A night shift from the 30th to the 1st belongs entirely to the previous month.
Step 2 of 3
Read the preliminary review
At the top are Target System, Lines, and Data Status, below which are Locks — no file without clarification and Employer Confirmations. The handover method is still missing for one employee.
Step 3 of 3
Check table and generate file
Employee in the payroll month displays the employee number, handover details, basic wage hours, working hours with automatic deduction, overtime hours, and status for each person. Check all boxes and click Generate file; the file will be downloaded. Check again retrieves the current status.
Lock out
As long as a block is in place, the confirmation options are grayed out and Create file is disabled. Typical blocks:
Target system, consultant or client number, or basic wage type are missing.
Wage types and transfer rules agreed upon with the payroll office is from
Personnel number is missing, invalid, or duplicate; handover method is missing.
open or to be reviewed, automatically closed entries in the month
Overtime hours without wage type
In DATEV: Vacation or sick leave from the duty roster without Wage Type Vacation or Wage Type Sickness.
Close any open entries, correct those that need checking (see Correcting time entries ). Then Check again.
Employer confirmations
Untimed mandatory breaks were automatically deducted. You confirm that they were taken; Show Affected Entries lists them. Where no break was taken, you must correct the entry beforehand, as unused breaks must be paid.
Surcharges reduced proportionally: The timing of a deducted break is unknown, therefore night, Sunday and holiday hours are reduced proportionally and submitted as provisional.
Repeated Export: A file already exists for the month; the new one completely replaces it.
Notes (found in the log) do not block entries, such as an hourly rate below the minimum wage, a missing hourly rate, or paid "miscellaneous" hours from the work schedule that you enter directly in the payroll program. Hours are rounded up to two decimal places, never to the employee's disadvantage. How to send the file to the payroll office: Transfer payroll export to the payroll office.