Export Timesheet Records to KeyPay
Export Time Attendance Records
Note: We currently export to KeyPay using an Export file. This document is specifically for the KeyPay Export file using Excel export format.
Before you get started you’ll need to make sure:
- Employee External-ID matches the Employee External ID in KeyPay.
- Employee Names. You will also need to check that Employee Names are identical in both systems.
- Optionally and depending on your payroll setting and Award for your industry, you might need to make sure the Site & Locations External ID in ClickTime and KeyPay are the same.
- Leave Export ID. You must also ensure that the Leave names and Export codes in ClickTime and KeyPay match up.
- Timesheet must be approved. To export timesheets from ClickTime, they must be approved. ClickTime will only export timesheet records that have been approved. On the list of employees to be exported, only those with approved timesheets will appear. If an employee's name does not appear on the list, please ensure that their timesheet records have been approved.
Exporting Time Attendance or Timesheet Data
Navigate to Export Screen
- From the main menu, go to Time Attendance and then select Export.
- Alternatively, go to the **Time Attendance** screen and click on the **Export** tab.
Choose Export Period
- In the PayCycle dropdown list, select the time period you want to export.
- If using a pay cycle for your payroll, select the appropriate pay cycle.
- If not using a pay cycle, select Custom Range.
- With **Custom Range**, choose from predefined periods or pick a specific date range to export.
Apply Filters (Optional)
- Click on the filter icon to open the filter area.
- Filter and select to export records based on a particular site, department, or pay group.
Select Employees
- In the left employee panel, select or de-select the employee records to be exported.
- You can also choose to export only specific time records by ticking or unticking the desired records.
Export Data
- Click the Export button to open the export window.
- Create your export file in CSV or XLSX format.
Import to KeyPay
- Once the export file is created, go to KeyPay and import the file.
- For instructions on how to import the timesheet file into KeyPay, refer to the [KeyPay Help Article].
This structure organizes the instructions in a clear, step-by-step manner.
See the below video how to select timesheet period and the timesheet records to be exported
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