Intro to payroll export
Standard rules for time registrations with BitaBIZ are as follows:
It is not possible to delete or add vacation or sick days back in time.
It is possible to add working hours back and forth in time.
It is possible to add mileage back and forth in time.
It is possible to add overtime hours back in time.
Add and delete vacation or sick days back and forth in time.
Add and delete working hours back and forth in time.
Add and delete mileage back and forth in time.
Add and delete overtime hours back and forth in time.
Rules for registration to be included in the payroll export system:
If registration is waiting for approval from the manager, it will not be included.
If the employee has not been assigned a payroll number in BitaBIZ, the employee's registrations will not be included.
The employee and the manager's need for flexibility in relation to time registration that challenges a flawless payroll export:
Working hours and mileages can be registered after the salary has been paid.
Registrations can be approved after the salary has been paid.
To meet the need to be able to re-register working hours and mileages back in time, BitaBIZ has a payroll export system that takes into account post-registrations and late approved hours for the old pay period.
Salary export with period management
When "Salary Export with Period Management" is used to update payroll systems, the following occurs:
When salaries have been exported to payroll systems, the registration is locked in BitaBIZ and the employee/manager can see that the hours have been paid/processed.
A payroll-processed registration cannot be deleted by managers or employees. Only the Payroll Admin role can delete the registration.
Salaries are archived and are then available in the salary-processed archive.
Archived salaries are not included in future exports.
Monthly payroll export
When you export directly to your payroll system, the to-date is the date you want payroll data to.
The from-date is back in time and this date should be several months back in time. For example, 3 months/pay periods.
Hereby you do not capture processed salaries back in old salary periods that have not been paid out yet:
Working hours that are post-registered back in time to the old pay period and which are not marked/archived as pay-processed
Working hours and absences approved after completion of the payroll process.
How do I export to our payroll system?
Click Payroll Admin > Export > Export with period management
Choose your period (from/to)
Click "Show results"
4. When you click Export to the payroll system, data is sent either digitally or via a payroll file to your payroll system.
5. The payroll is archived as a payroll process.