How to Export Generated Payroll Records

Overview

Exporting payroll to CSV or PDF allows you to archive records, share slips with accounting, or import into bookkeeping software.

Step‑by‑Step Instructions

1. Generate Payroll
   Ensure you’ve run payroll for the desired period (filtered as necessary).

2. Export the Table
   Click the Export button at the top of the payroll list. Choose CSV or Excel.

3. Export Individual Payslip (PDF)
   On any row, click ⋮ Action → View, then use the PDF‑download icon in the payslip view.

4. Save & Distribute
   Store the file in your HR archives or email to finance for posting.

Tips

• Name your exports with a clear convention (e.g. Payroll_2025‑04_Team‑IT.csv).

• Zip multiple PDF payslips together for batch emailing to employees.

• Confirm export column headers match your accounting import template.

Troubleshooting & FAQs

Q: Exported CSV missing columns
A: Check your table’s column visibility (via table settings) before exporting.

Q: PDF download icon not visible
A: Make sure you’re in the individual payslip view (not the summary list) and that pop‑ups are allowed.