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, navigate to the Payroll settings > Data extracts page. Then, select the data type you want to export:
The following sets of data are able to be exported:
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.
Deduction categories
- Will include all active deduction categories within the business
- The export includes all configuration settings
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
Employee expense categories
- Will include all active deduction categories within the business
- The export includes all configuration settings
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 liabilities
- Template with all employees who have Employer liabilities set up in Pay run inclusions
- The export can be run to Excel or csv.
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
- Will include all active employer liability categories within the business
- The export includes all configuration settings
Historic Gross Earnings
Information on historic gross earnings can be found here. You can choose to download the template containing either:
- pre-populated data with only active employees;
- pre-populated data with all employees, ie both active and terminated;
- no employee data, just a blank template with header values only.
Locations
- Download a complete list of all locations for the business
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
Pay categories
- Download a complete list of all pay category data for the business
Pay rate templates
- Download all pay rate templates for the current business
User access permissions
- Will include all active users within the business
- Includes all configuration settings relating to each user
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