After downloading the Paylocity Payroll Data report, users may need to reformat the export to arrange the columns in their account-specific required order before importing to Paylocity.

To download the Paylocity Payroll Data report: 

1. Navigate to the Insights module and select Staff Management 
2. Click the Paylocity Payroll Data Report  
3. Click the ellipses (…) on the right-hand side of the report 
4. Select Download and choose CSV file  

To format the Paylocity Payroll Data report after exporting:  

1. Shift any columns that are out of order to their required placement on the template. This ensures the import is not rejected by Paylocity. 
2. Add in additional data, such as bonus pay, PTO, and time owed. 
3. Insert any empty columns where needed (i.e., Cost Center and Shift). 

Please note:  

• ABI data is updated once nightly. Please ensure all necessary audits, adjustments, and/or updates are completed prior to the nightly update for accurate reporting when running the export.

To filter the data in the Paylocity Payroll Data report:  

1. Navigate to the Insights module and select Staff Management 
2. Click the Paylocity Payroll Data Report 
3. Filter the Payroll Run Date
4. Select a single “Payroll Run Date,” which is the creation date of that payroll run. Use the additional filters “Day the Payroll Run Started” and/or the “Payroll ID” to confirm the report is filtering for the needed data. The Payroll ID is an auto-generated number for each payroll run.

The Paylocity Payroll Data report uses the parent-child schema in the service code label relationship. This requires organizations to follow the data protocols below to run and export the report properly.

To set up the Paylocity Payroll Data report: 

1. Navigate to the Insights module and select Staff Management 
2. Click the Paylocity Payroll Data Report 
3. Users need to designate parent service codes with the exact parent label name (quotations should be removed from names). 
   • “Paylocity DETCODES” as the first parent label name. 
   • “Paylocity Mileage Code” as the second parent label name.  
   • Only appropriate types of labels should be in the organization’s parent label parent-child relationship. The report will collect data for any labels under these parent labels. 
4. Organizations must avoid using multiple labels from the same designated parent-label type on the same payroll item. If multiple “Paylocity DETCODES” labels are applied to the same payroll item, the item will not aggregate multiple times and the user cannot choose which Earning Code label is used. 
   • Please note, users should utilize the exact text of the above parent labels (e.g., no added spaces). 

5. Once set up is complete, run payroll for the applicable period.

6. In order for drive time to reflect properly for the current day, organizations need to use a separate drive time service code with the appropriate “Paylocity DETCODES” label.

7. If the “Drive Info” (Hours and Mins) section of the timesheet for drive time is utilized, those drive time hours will not reflect on the report, but will count as part of the overtime calculation.

• • Please note: 
    • All drive time needs to be captured one time using a drive time service code. 
    • Mileage pulls from the “Drive Info” (Miles) section of the timesheet. To reflect mileage on the report, add the appropriate “Paylocity Mileage Code” service code child label. The service code can have one child label from both the “Paylocity DETCODES” and “Paylocity Mileage Code” groups.

To view the Paylocity Payroll Data report: 

1. Navigate to the Insights module and select Staff Management 
2. Click the Paylocity Payroll Data Report