The payroll export is a great feature within breathe that often gets missed or people simply don't know what it does and choose not to use it!
So what exactly is the payroll export?
The payroll export is a report that records any changes made to an employee profile. For example, change of address, updated bank details and updated salary fields.
The first step is to make sure the payroll export is switched on. This can only be done by the Admin on the account.
- Click Configure > Settings > Modules > Payroll Export
2) Once you have enabled the payroll export, it will then appear under your company tab on your dashboard.
3) Go ahead and click the payroll export button
You will then be taken to a page which looks a little bit like this:
The payroll export will only export on changes made since the last export was run. You can see the date the change was made, the name of employee who was changed, who made the change, what was changed and what is the new value entered.
This is an ideal report to hand over to your payroll team (any finance user), since this will provide them with the updated details only. Please note: This does not include new starters details. If you need to pull off a report with your new starters details, you can run an employee export (reports > export employee data) This will pull off all your employees details, however you can delete and manipulate the information within excel.
Why is my payroll export empty?
This will be because no changes have been made to an employee's details since the last time you ran the report.
Please remember that if you run the report that you should save it to prevent losing the exported details.
If you should accidentally produce a report and then click off the Excel spreadsheet, don't panic - the details of all changes will still remain visible in the list underneath the export button. You can search for the latest changes using the search function: