Data Extracts

There are a number of data extracts available from within your payroll file which can be exported as both CSV and Excel files.

To download data extracts from within your payroll file, follow these steps:

• From the 'Payroll Settings' menu click 'Data Extracts';
• From the data extracts page, select the data type you want to export:
  
  
  
  

Chart of Accounts Configuration

• For users with multiple sets of location specific accounts, if they need to change a particular account, it can be difficult to find all the places that an account is used.
• The 'Export' feature adds an excel spreadsheet export so that the user can see which accounts are used across the whole Chart of Accounts.

The following article will help more specifically: Journals - File Export

Deduction Categories

• Download a complete list of deduction categories configured for the business

Employee Data

• Template with employee data pre-populated - extract with all the existing employee data included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
• Empty template - blank template with header values only

The following article will help more specifically: Import Employee Data

Employee Expense Categories

• Download a complete list of expense categories configured for the business

Employee Group Members

• All employee groups - lists all employee groups with the employees in each group
• All employee groups (plus employees with no group) - lists all employees groups with the employees in each group and employees that are not currently assigned to any groups

Employee Qualifications

• Template with employee data pre-populated - extract with all the existing employee qualifications included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee qualifications included with terminated employees
• Empty template - blank template with header values only

Employer Liability Categories

• Download a complete list of employer liability categories configured for the business

Locations

• Download a complete list of all locations for the business

The following article will help more specifically: Locations

Opening Balances

• Template with employee data - pre-populated extract with all the existing employee data included
• Template with employee data (including terminated employees) - pre-populated extract with all the existing employee data included with terminated employees
• Empty template - blank template with header values only
• Template with employee data - pre-populated extract with all the existing employee data included

The following article will help more specifically: Import/Export Employee Opening Balances (Initial Values)

Pay Categories

• Download a complete list of all pay category data for the business

The following article will help more specifically: Pay Categories - Creating & Managing

Pay Rate Templates

• Download all pay rate templates for the current business

   Next, select the file format:

• CSV - can be opened in excel or any text editor
• Excel - file will be downloaded in a native excel format
• Click the "Download" button to download your data extract

The following article will help more specifically: Importing and Exporting Pay Rate Templates

User access permissions

• Will include all active users within the business
• Includes all configuration settings relating to each user

Please reach out to our support team should you have any questions or concerns support@yourpayroll.io