Opsyte has two different types of payroll export, which cater for different requirements:
Excel Payroll Export: this export has the most information, including employee details, holiday balances, HMRC starter form answers and leave dates. This Payroll export can be downloaded by payroll period (set up in your payroll calendar) or by custom period.
Sage 50Cloud Payroll Export: you can also export your payroll in a csv file format that can be directly uploaded into the Sage 50Cloud Payroll Desktop Program.
Find Out More:
Selecting A Period/Date Range 📆
When you open the Payroll page, it should default to your current payroll period. If you wish to view a different payroll period, or custom date selection, you can click on the date selector. Your payroll periods will be listed, or you can scroll to the bottom to select a Custom Range.
Unapproved Shifts/Outstanding Holiday Requests 👩🏻🍳
It is worth noting that you will not be able to export your payroll file until all the shifts for your selected payroll period/custom date range are approved, and any outstanding holiday requests are dealt with.
If you have outstanding holiday requests, or unapproved shifts, you will be alerted to them with a red banner.
Locking Payroll 🔒
Once you have cleared any outstanding tasks, you will see the Lock Payroll and Download Payroll buttons appear at the top right corner of your page, above the date selector.
To lock your payroll, and prevent any further changes being made to the rota, click the Lock Payroll button. This will send an email to any Payroll Admins telling them that the payroll has been locked. Only users with the Unlock Payroll Permission will be able to unlock the payroll for further changes to be made.
Excel Exports 💸
To download the payroll period, click the Download Payroll button. You will be prompted to create a password to protect the excel document with. If you have Payroll access to more than one site from the same group, you will have the option of downloading them together.
Simply open your Excel download and input your password to view your Payroll file.
Navigating your Excel Export 💻
When your export has first downloaded it will be shown in a "compressed" form showing the key information and the base pay that month.
To expand the entire document you can select the '2' in the top left which will expand every line and show multiple roles and pay rates for the induvial if applicable. To compress the document back, simply select the '1'.
Alternatively, you can expand the document one employee at a time by selecting the plus or minus next to their name, leaving a compressed report yet showing the extra detail needed for that one employee.
Payroll Tabs 📁
At the bottom of your payroll file, you will see a collection of tabs as seen below.
This is your regular payroll file as shown above.
The Raw tab shows the payroll file in the clearest form with only the necessary information for payroll processing.
Raw Combined shows the raw data similar to the raw tab however this tab will combine multi-site employees onto one line.
Starters and Leavers
This tab will highlight all starters and leavers within the company but also starters and leavers of job roles.
Changes will show any changes within the selected payroll period such as address, bank, or name changes.
Sage Employee Upload
This is for clients that use Sage. This tab will provide you with all the new starters to be uploaded into Sage.
Sage 50Cloud Export 💷
You can also export your Payroll file in a CSV format that can be directly uploaded into the Sage 50Cloud Desktop Program.
To use the Sage export, you will need to set up your External Payroll Identifiers and Pay Elements in Opsyte. You can find more information about how to set up Opsyte ready for the Sage Export here.
Once your Sage set up is done, you should be able to click the Download Sage CSV button on the payroll page which will produce the required files to bulk upload into Sage50 Payroll.