Create a Payroll Export Template

Payroll administrators create payroll export templates to map time codes and pay types in the Time Classic feature to their corresponding earnings codes in UKG Pro. When the payroll export process is run, the information is generated in the proper format to be accepted by UKG Pro.

1. Select Create.
2. Enter the template name.
3. Select the export type (By Week, Detail, or Summary).
4. If either By Week or Summary is selected, select the charge date. For the By Week option, select either Week End or Week Start. For the Summary option, select either Selection End Date or Selection Start Date.
5. Select the decimal value to round the hours to; this value defaults to two for an existing template and four for a new template. The hours in the payroll export are rounded to the number of decimal places saved in the payroll export template.
6. In the Mapping Table section:
   1. Select the Add Value link.
   2. Select the earnings code that information will be sent to in payroll.
   3. Select the specified codes on the timesheet.
   4. Select the specified pay types on the timesheet.
   5. To add additional qualifiers to the export template (for example, Job or Location), select the column name from the Add Column drop-down list and then select the add icon (+). Click in the newly created column field to select the code or description.

   Note:

   To remove an earnings code, select "x" at the end of the row. If there is no value in a column for an earnings code, the column will not be visible after saving. A column cannot be removed if it contains a value (code or description).

7. In the Map Custom Labor Metrics section:
   1. Select the Add Value link.
   2. Select an earnings code.
   3. Select the labor metrics.
8. Select Save.
9. To assign the template:
   1. Navigate to Settings > Pay Groups > select a group.
   2. At the Assign Template field, select a template from the drop-down list.
   3. Select Save.