Export payroll

The export is the last step of the cycle: it transmits your worked hours to your payroll office, in the format it expects. Shyfter transmits the hours, calculating the wages stays with your partner.

Go to Payroll → Export payroll.

The screen shows only two things: what is running right now, and what has already gone. All the configuration of an export lives in a window, because launching an export is a gesture, not a screen.

The export takes every validated sheet for the period, with no distinction of population. Whatever is not validated is not transmitted.

Launching an export

The Generate an export button opens the configuration window.

Period to transmit

Choose the month. Each month says whether it is Closed here, Not closed or without activity, and how many sheets are validated in it. If your account requires closing before any export, a month that is not closed cannot be selected and the tooltip tells you to close it first.

What this export will send

Either everything that is validated, or a specific closing batch if you have created any. Sheets already exported are flagged as such: they can go again in a supplementary export.

Venues

If your account transmits several venues' payroll in a single file, the window lists the group's venues and starts on the selection defined in your settings. Select all is available. Two warnings may appear: one or more venues still open and therefore not exportable, and above all the case where the selected venues belong to different employer files. One file names only one employer: the export will then produce one file per employer file.

Output format

Both files are always generated:

• Excel: readable and checkable before transmitting.
• Your payroll office's format: the file to import as it is, into the configured employer file. If no partner is configured, only the Excel is produced.

The summary

Before launching, the window sums it up in plain words: the number of venues, the number of sheets that will be transmitted, the destination partner, the batch where relevant, and the number of unvalidated sheets left out. Those can go in a supplementary export once validated.

The Generate the export button starts the generation. You can leave the screen: the files will appear in the history.

The export history

Below the generation, the list of everything that has gone for this venue:

• Period: the month, or the week concerned.
• Launched: when, and by whom.
• Destination: the payroll office, or the absence of a partner.
• State: Preparing, Files generated, Sending, Sent, or Transmission failed.
• Files: the files to download again.

Each line unfolds and says what the transmission carried: how many people, how many hours, and the people without a contract number, not taken up by the payroll office. Exports that predate the recording of contents stay downloadable, but cannot say who they carried, and the screen says so honestly.

A See previous months button loads the older history.

If the partner is unreachable

The screen warns you: generation works, but the transmission will fail. You can generate and transmit later.