Exporting Payroll to Paychex Follow
SpringAhead can export employee gross payroll information directly into Paychex Preview. Using this guide, you will:
- Review and export from SpringAhead
- Import to Paychex
Once time has been processed from the Review area, it will be sent to the Payables area to be exported. To export a CSV for import to Paychex, follow these steps:
- Click on Payables.
- To review pay rates for all hours worked, ensure the Detail Level is set to Detailed.
- Review the information to be exported.
- Uncheck any items that are not ready for export.
- Review the date range(s) to ensure that you have only selected the desired transactions.
- Make sure Paychex is selected as the software and Include Timecards is unchecked.
- Click Export.
- Click OK.
This will download the Paychex file onto your computer.
Importing to Paychex
With the upload file generated, you can now import it from within Paychex Preview.