How Do I Process a Payroll To RosterElf CSV?



RosterElf integrates directly with a range of payroll providers like MYOB and Xero. However, we also offer a RosterElf CSV format for customers who want to export payroll information in a CSV format they can edit and import for other payroll systems.

This article gives an overview of how to process your payroll from RosterElf and download in this RosterElf CSV format.



1. Go to the Payroll Tab

Firstly, select the the "Payroll" tab on the top menu of your RosterElf account. You will then need to select a week and site that you wish to process.

2. Review Times

This clever view shows three columns per day for every shift: "Rostered Times", "Clock-in-out Times" and "Approved Times".

For each shift, you simply need to select one of the three 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 "Approved Times" 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 screen next to each shift, you can view more information.

5. Add Employees Manually

If you have any employee who were not rostered and did not clock-in-out, you can also add them manually to payroll by clicking the "Add Employee" 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 simply untick there records as per below.

7. Process Your Payroll.

Once your reviews have been done and happy with hours to be processed, simply click "Save and Next" on the bottom right of this screen.

A new window will appear with summary information. To confirm process of the payroll, select "Process"

8. Download RosterElf CSV

A pop-up window will appear and your RosterElf CSV will download automatically. Hours of employees approved will appear broken into your "Pay Templates" setup on your account.

9. Email Report

Once you process a payroll, we will also email you a PDF payroll report similar to example below.

Need Further Help?

Email us at help@rosterelf.com.au or call on 1300 353 000

Benefits.

The Best Investment You Will Make.

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Save 8 Hours A Week.

Take the pain out of chasing staff for availability, building and communicating rosters, keeping timesheets and entering payroll data.
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Save 4% on Labour.

Set your business targets and view actual costs in real time as you build your roster as well as eliminate time theft through photo recognition clock-in-out.
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Employee Accountability.

Make employees responsible for keeping their availability and leave requests up to date and ensure they are always aware of rostered shifts.
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