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Export

This dialog box allows you to create a file that contains payroll and ROE data for use in another application.

Note: You must have Supervisor, Modify Company Info and View Company Info privileges to access this feature.

Export To/For - Use this list to specify the type of export you wish to perform.

  • Journal Entry - Choose this option to create a Journal Entry in Comma Separated Values (CSV) format. These files can be viewed in spreadsheets or imported into third party accounting packages. You will be prompted to select a pay period for which the Journal Entry should be created.
  • ROE Desktop - Choose this option if you wish to create an exported file that includes the Record of Employment information formatted for HRSDC's ROE Laser Print program. You will be prompted to select employee(s) for which ROE's should be printed.
  • ROE Web - 53 Week Format - Choose this option if you wish to create an exported file that includes the Record of Employment information formatted to be uploaded to HRSDC's ROE Web website. You will be prompted to select employee(s) for which ROE's should be printed. For more information visit HRSDC.
  • Report Writer - Choose this option if you wish to create an exported file that includes all of the information in the current payroll database. The exported file will be saved in a collection of files in Comma Separated Values (CSV) format. These files are useful for generating reports using spreadsheets or third party reporting tools.
  • Time Tracker - Employee basic employee information including rate of pay. This is typical information that is required when setting up an external time clock system. For more information see Export Time Tracker

Status - This section of the dialog box displays progress information while you are in the process of exporting data. Each time you perform the procedure, it is recommended that you view the useful information that appears here.


Export - If you have selected the ROE File option in the top section of the dialog box, choosing this button will open the Select Employees dialog box so you can specify the employees to be included in the exported file. If you have selected the Report Writer option, this button will open the Save File dialog box so you can specify the name and location of the exported file. If you have selected Time Tracker this will open a dialog allowing you to specify what employees and information you would like to export.

Note: For Windows users: When a folder selection is required, simply navigate into the desired folder, verify that there is a file name in the File Name field, then choose Save. The file name is not used but must be present to continue saving. If a file name does not exist you can enter any file name you wish.

Help - Opens this help page.