The payroll file for gross salary deductions and benefit values is downloaded directly in the portal under Downloads or is automatically sent by email to the designated administrator on the 2nd of each month.
Step by step: Download the payroll file in the portal
Log in: Log in to the portal as an administrator.
Go to Organizations: Click Organizations in the menu.
Open the organization: Click the View icon (the eye symbol) next to the relevant organization.
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Create a report: Click the three dots in the upper-right corner and select:
Create Report: If no previous customizations (such as added columns) have been made.
Regenerate Report: If changes or customizations have been made under the payroll file tab.
Download the file: Go to Downloads and click Download next to the latest file.
Monthly email delivery and security rules
Delivery date: The payroll report is automatically sent by email on the 2nd of each month to the selected administrator.
Download via email link: Click Download export in the email. If login is required, log in to the portal and click the link again, or go directly to Downloads in the portal and click Download.
Access and distribution: For security reasons, the report cannot be sent to external recipients directly through the portal. To give more people access to the payroll file, they must be added as administrators in the portal.