This article covers how to process payrolls to CSV file format from ClubsHR so you can import into non-natively support payroll management systems.
Please note: this is not available on Android or iOS apps.
1. Go to the payroll tab
Firstly, select the "Payroll" tab on the top menu of your ClubsHR account. You will then need to choose a week and site that you wish to process.
2. Review times
This clever view shows four columns per day for every shift: "Rostered Times", "Clock-in-out Times", "auto rounded times", and "Approved Times". For each shift, you need to select one of the four options. If you want to have a custom time for payroll that is different from both Rostered and Clock-in-Out Times, you can type in the fields in the "Custom" column.
3. Review labour costs
As you make your selection between "Rostered Times", "Clock-in-Out Times", and custom times in "Approved Times", you will notice this screen will automatically calculate statistics on including labour cost, labour percentage, to sales, 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. View shift info
By clicking on the "i" icon on the right of the screen next to each shift, you can view more information.
5. Add Shifts manually
If you have any shifts that were not rostered, you can also add them manually to payroll by clicking the "Add shift" button.
6. Unselect employees not to be processed
If you do not wish for some of the employees to be included in the exported payroll file, you can untick their records as per below.
7. Process your payroll
Once your reviews have been done and happy with hours to be processed, click save to come back and work on the task later or click process.
A new window will appear with summary information. To confirm processing of the payroll, select "Process payroll"
8. Download ClubsHR CSV
A pop-up window will appear, and your ClubsHR CSV will download automatically. Hours of employees approved will appear broken into your "Pay Templates" setup on your account.
Further Reading
How do I process a payroll to MYOB?
How do I process a payroll to Xero?