Once you've configured Tanda for payroll and approved your Timesheets, you're ready to export from Tanda to your Payroll System.
Some payroll systems have specific guides, so it is worth checking out the Payroll & Accounting Integrations section first. Otherwise, we’ll step you through the process below, as it’s generally the same for most systems.
The first step is to go to Time & Attendance > Timesheets > [Your Pay Period]:
All your Timesheets should be green to show they're approved:
If there are any that are showing white, just click on the employee's name to go into their Timesheet to check for any shifts you haven't approved.
For Salaried staff, even though their Timesheets won't be exporting to your Payroll system, you can still have them in green and export them along with the other Timesheets, they just won't show in the confirmation summary or export file. If they have Leave, however, this will be included.
Filters
You can use the filters to select one group of Timesheets. You might use this to export by Location or by Approval Status.
Exporting - Preview
When you're ready, click the Preview & Export button in the top right corner to go through to the Export Preview:
In this screen, you can:
Check for any warnings. An orange exclamation mark at the top will alert you to any issues.
Check Timesheet Export Summary: Click on each employee's name to check the Award calculation.
Check Total Hours and Gross Wage: See the total for each employee.
Excel Summary: Download the pay period to an Excel spreadsheet.
Exporting - Complete
When you're ready, click the blue Export to Payroll Software (or Create Pay Run for Tanda Payroll) button:
Depending on your system, either a file will download for you to import into your Payroll system or if you're using a Live system such as Xero or MYOB Live, you'll see a progress bar of your Timesheets being sent over. When this is complete, you'll see a summary of completion.
Check out the Payroll & Accounting Integrations Help Centre section for further system-specific information, or contact us at support@tanda.co.