Once lines are approved, a pay run collects them for the pay period and sends them to Employment Hero, Xero Payroll or MYOB Payroll, or produces a CSV file. This tutorial covers set-up, the export wizard and fixing failures.
Before you begin
- You need Configure payroll for calendars, mappings and employee links; Manage pay runs to close periods and create runs; Export pay runs to export.
- To send directly, connect the payroll system in Settings → Integrations (the Payroll group). Otherwise export a file.
Set up once
- Go to Time → Pay runs and export. In Pay calendars, select Add.
- Enter a Name, choose Frequency (Weekly, Fortnightly or Monthly), the First day of a period, Pay day (days after the period ends), and optionally Cut-off day and Cut-off time. Select Save.
- Select Link workers to payroll. Choose your payroll system, and for each worker pick or type their payroll employee id. Select Save {n} links, or Sync from payroll to match automatically.
- In Pay-item mapping, enter the payroll pay item for each pay category and select Save mapping.
Right-hand column of Pay runs and export showing Payroll systems, Pay calendars, Employee links and Pay-item mapping cards
Close the period and create the pay run
- Pick the pay period. Approve or resolve anything in Held back (not approved) first.
- Select Close period (cut-off). No more lines can be added to the period.
- In No pay run for this period yet, choose Employment Hero, Xero, MYOB or File and select Create pay run.
Export
- Select Export pay run. Step Payroll system shows the target and whether it is connected; select Continue.
- Step Pay-item mapping lists any categories with no pay item and any workers not linked. Fix them, then Continue.
- Step Review and export shows Workers, Gross (est.) and OTE (for super) with each worker’s totals.
- Select Send to {payroll system}, or Export and download file for a CSV.
- Finish the pay run in your payroll system, then select Mark paid.
Export pay run wizard on the Review and export step with the three stat tiles and the worker table
Tips
- Download a file export again from the File button in the Pay runs table.
- Exported lines are locked; correct them with a pay adjustment (see Correcting an approved timesheet after payroll).
If something goes wrong
Close the pay period (cut-off) before exporting
Select Close period (cut-off) for the period, then export again.
Fix the mapping, employee links or connection first
Map every category in Pay-item mapping, link every worker, or connect the payroll system in Settings → Integrations.
The export failed for some workers
Check the payroll connection and those workers’ employee links, then select Retry. Only the failed workers are sent again.
Pay run already exists
A period has one pay run. Pick it from the Pay runs table.