This screen is used to select a date range and create an export file with employee details to be exported to your payroll system.
Before you can use the Payroll export facility, you need to make sure your employees have been set up with the required information. For each staff member you will need to modify their employee record in Infocare and enter their Payroll ID. This must be the same code that is used in your payroll package. Optionally, for iPayroll you can add the "Cost Centre" for that employee by typing a comma followed by the cost centre. For example, if the employee's payroll ID is "RF22" and the Cost Centre is "TE", you would enter "RF22,TE" in the Payroll ID field. You may also enter the cost centre for the entire service in the centre information update screen. In this case, the cost centre that will be written to the file will be the field from the Centre Update screen plus the cost centre from the staff update screen.
Using the From and To date fields, select the date range for which you would like to export transactions. You can quickly navigate to either the next or previous week by clicking the or icons.
From the Payroll drop down list, select the appropriate payroll package. Options available are:
- Crystal
- DataPay
- EdgePayroll - BNZ
- EXO Payroll
- Ezypay
- FastPay
- FlexiTime
- Greentrees
- iPayroll
- MYOB
- NetPay
- PayHero
- SmartPayroll
If you are part of a larger group and you wish to include transactions from other services within the group, please select the appropriate option from the View By drop down list.
Once you have completed your selection criteria, click on the icon to create a .csv file which you can then download from Infocare and upload into your payroll system. The created file name will be displayed on the screen. Click on the file name if you wish to open it or right click to download a copy to your computer. If you wish to delete the file, click the icon at the right hand side of the screen.
For further information or assistance please call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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