Export the output sheet
A new feature enhancement Export as CSV allows Rise to export the output sheet information to CSV files for all Payroll Processes.
To export the output sheet, follow the below steps:
1. Click on the Payroll tab and then click Process Payroll/ Review Payroll History.
2. Click on the Output Sheet for the pay run that has been processed.
3. Click on the Export as CSV button. The information will be exported to a CSV file named Outputsheet.csv and downloaded.
Overall, the format of the output sheet CSV is similar to that of the input sheet CSV. The rows/columns in the CSV are in the same format as the output sheet web page.
The exported Output CSV sheet contains the following information:
- Organization Name
- Pay Run Number
- Pay Date
- Employee Code
- Last Name
- First Name
- Region of Employment: The employee’s region of work (recorded for the pay run)
- Payment Method: This will display either “Cheque” or “Direct Deposit” depending on the employee’s selected payment method:
- If the pay run settings were overridden to pay the employee by cheque, then this will display “Cheque” for the employee, otherwise, the employee’s currently selected payment method
- Department Code
- Department Name
- Home Dept: This will display “*” if the department listed in the current row is the employee’s home department; otherwise, this will be empty
- Hourly Rate: The employee’s hourly rate, if applicable, for the employee’s associated department compensation policy
- Effective Date: The effective date for the employee’s associated department compensation policy
- Standard Rate Code: The standard rate code, if applicable, for the employee’s associated department compensation policy
- Salary Rate: The employee’s salary rate, if applicable, for the employee’s associated department compensation policy
- The remaining columns are used to display the payroll instructions included on the output sheet, grouped by type (earnings/benefits/deductions) and sorted alphabetically within each grouping (as displayed on the output sheet web page).
- Each payroll instruction now has 5 columns, compared to just one Payroll Instruction column:
- Payroll Instruction name
- InstructionCode [Original Input]
- InstructionCode [Current Input]
- InstructionCode [Calculated Amount]
- InstructionCode [Parameterized Formula]
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