Paylocity Payroll Report

Setup

To export employee data for use in Paylocity the employee worklogs must be set up with specific properties. This includes:

• Setting the appropriate employee number

• Setting the appropriate start and end dates

• Setting the appropriate Category

• Setting the appropriate Activity

Employee Number

Ensure each employee has a unique employee number. This is accomplised via the Employee Manager located in the Punch Clock dropdown. For steps on how to set the employee number, please review this article on adding employees.

Start and End dates

Worklogs require an appropriate start and end time set via the Punch Clock module on the Croptracker mobile app. For steps on how to set the start and end times, please review this article on recording worklogs.

Activity

Create the necessary activities in your Croptracker account which can then be selected on the worklog. Each activity has an Export Code field for setting the Job Code. The codes are typically four numeric digits such as 8125 or 4125 and set within Paylocity.

For steps on how to create Activities and set export codes, please review this article.

Category

Create the necessary categories in your Croptracker account which can then be selected on the worklog. The categories correspond to Det (Detail Type) in Paylocity can be customized as demonstrated here:

• REG - Regular Pay/Regular Hours

• OT1 - Overtime Pay (Time and a half)

• VAC - Vacation Pay/Hours

• SICK - Sick Pay/Hours

• BON - Bonus Payment (Flat amount)

• 401K - 401(k) Employee Contribution

• MEDEE - Medical Insurance Employee Deduction

For steps on how to create categories, please review this article.

Running the Paylocity Export Report

The report can be accessed from the Reports section in Croptracker. Click Paylocity Payroll to run the report.

Open

In order to export employee worklog data from Croptracker as a CSV file that can be imported into Paylocity, the report must first display one or more rows of compatible worklogs when the report is run. Use the Date Range filter in the filters on the left to set the appropriate range and then click Apply.

Open

Once the table is displaying the desired worklogs. Click the CSV button on the left side to export the file.

Open

Open the CSV file in Excel to ensure the data is formatted correctly.

Open

There will not be any column headers so the order is important. The column order for importing should be: Employee Number, Date, Det, DetCode, Hours, End Date, Employee Name (optional).