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How Do I Create a Payroll Export?
July 27th, 2024 Updated
This article is for administrators.
You may need to export payroll information so that it can be uploaded in a third-party software program. Before you create a payroll report, find out which fields are required by the third-party software program.
To export your payroll:
  - Scheduling. Paycor Scheduling opens.
 
  - Select Settings. The Settings window opens.
 
  - Select Payroll >Export Preferences. 

  - In the Export to… field select CSV.
 
  - Add additional fields in the Add a Field section. The fields required depend on the third-party software requirements. (For example, enter a Column Label of Pay Rate. Enter a Field Type of Pay Rate. Click Add.)
 
  - Remove a field by clicking the vertical ellipsis at the end of the row and selecting Delete.
 
 
  - Select Reports >Payroll Report. The Reports window opens. 

 
  - Select the time period you want to generate the report for. You can either choose Pay Period or set a Custom range. 

 
  - Select the Locations you want included in the report.
 
  - Select the Staff whose hours you want to include in the report.
 
  - Select the Columns you want to include in the report.
 
  - Choose the Overtime and Tax settings.
 
  - Click Generate. The Summary report appears. 

 
  - Click the arrow icon in the right corner to download the report. Choose to download a Summary report or a Detailed report. 

 
  - Open your export file in Microsoft® Excel. 
