Pay day: the check and download
Go to: Payroll → Exports → the export → Export.
- Pick the dates: Last pay period (the default), This pay period or any dates.
- The check lists every problem, each saying why, then How to fix, with the fix right there:
- hours that aren't sorted into a kind (Count them as a kind: it becomes everything else in their rule list, or makes a list for everyone not in one);
- a must-be-filled value missing (type it; it's saved on the person, project or site);
- a kind with no code (type it), a value with no change (type what it becomes);
- leave without hours in a day (type them);
- or Leave them out (a person or a kind) for this export. Good to know lists what needs nothing: submitted hours included, someone's hours after their last day, work types that disagree, someone who has left (their final pay still exports; type values they need), and hours changed since these days were last exported.
- Preview the file (switch files when there are several).
- Download (on a phone, Share). It's kept in History with its file.
Approvals and Timesheets show Exported on days that went out. Nothing is locked: change hours and the next export says what changed.
Pay periods (Settings → General): weekly, fortnightly, every 4 weeks, twice a month (1st–15th and 16th–end) or monthly.