This article is designed for: User Type: Admins & Payroll Managers Access: Web Browser

This article covers how to process payrolls to CSV file format from RosterElf so you can import them into non-natively support payroll management systems. 

1. Select the Payroll tab on the top menu of your RosterElf account. 

2. Then, Select a Week and Select a Site.

Payroll Select a Week Blank.png


This view shows several columns per day for every shift, including:

3. For each shift, you must select an option. If you want a custom time for payroll different from the Rostered and Clock-in-Out Times, you can type in the fields in the Custom column.

Payroll Columns.png


As you select, you will notice the Approved Time, Estimated Cost and Financial Summary table will automatically calculate statistics, including labour cost, percentage, average pay rate and total hours. If you are a sales-based business, you can enter your ACTUAL sales results and know live what your labour percentage to sales is per day and for the week.

4. To enter sales targets, click on a day of the week and type into the $ field. Then repeat this for each day, adding your target for that day.

Payroll Summaries.png


5. At the end of each row, you can view more information by clicking on the 'i' icon on the shift.

Payroll Notes.png


6. If you have any shifts that were not rostered, you can add them manually to payroll by clicking the Add Shift button.

Payroll Add Shift.png


7. To exclude employees from the exported payroll file, you can untick their records below.

Payroll Untick Shift.png


8. If any staff have leave that needs to be included in payroll, you will see an alert saying how many staff are on leave during the payroll cycle. Click on this alert to process the leave.

Payroll Leave Notification.png


9. A popup will show the list of staff that have leave in the period. To approve the leave, you tick the staff member's leave, enter the number of hours to be processed and type in the name of the leave, then click Save.

Payroll Leave Blank.png


10. If you need to come back to finish Payroll later, you can click Save at any point. Once your reviews have been done and you are happy with the hours to be processed, click Process to proceed.

11. A new window will appear with summary information. You can switch between the tabs to get a Staff, Budget and Leave summary. To confirm, select Process Payroll. 

Payroll Summary Review.png


12. Click Download File, and your RosterElf CSV will download.  





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