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Timesheet Summary - Custom Export Format
Timesheet Summary - Custom Export Format

Find out how to customize your timesheet exports

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article are applicable to the following users

Tier: ESSENTIAL, GROWTH, SCALE

Platform: Web

Access Level: Owner

The Custom Timesheet Export Format removes the need for you to do error-prone excel transformations every month to run payroll. We allow you to customise the StaffAny timesheet summary CSV export format to fit the formats accepted by payroll providers, like Whyze and Info-tech.

Note: This article covers ONLY timesheet summary export. To learn more about how to customize your timesheet individual export, refer to this article.

This guide will cover the following:

  1. Setting up timesheet summary custom export format

    1. Pick a Preset Payroll Template

    2. Customise Your Own Template

      1. Reordering the Timesheet summary Export Column

      2. Rename the timesheet summary export column

      3. Hiding the timesheet summary export column

      4. Switching to Excel Format

  2. Reset to the default export format

  3. Exporting your timesheets with the new format

Setting up timesheet summary custom export format

To change your timesheet summary export format:

  1. In StaffAny, go to Settings > Export Format

There are two ways that you can customise your timesheet summary export format:

  1. Pick a preset payroll template

  2. Customise your own template

Pick a Preset Payroll Template

Preset payroll templates are designed to accurately follow the format of the payroll system. This helps to save time from the manual customisation of Timesheet summary export format.

  1. Click on the dropdown under Pick a template

  2. Select a payroll provider's name

  3. Press Save

Want to see a preset payroll template from your payroll provider? Chat us up!

Customise Your Own Template

By manually customise your own template, you can reorder, rename, or remove the export columns to fit your payroll provider's import format.

  1. Click on the dropdown under Pick a template

  2. Select Custom Template

    Note: The order of the columns shown here from top to bottom maps to the Timesheet Summary Export columns, from left to right

  3. Reorder / Rename / Hide the columns (read more below)

  4. Press Save

Reordering the Timesheet summary Export Column

  1. Hover over the drag and drop icon of the column you want to reorder

  2. Select the icon and drag within the Included in Export box to your desired order

  3. Press Save

Rename the timesheet summary export column

  1. Click on the name of each column

  2. Rename the text

  3. Press Save

Hiding the timesheet summary export column

  1. Hover over the drag and drop icon of the column you want to hide

  2. Drag the column to the "Excluded from Export" box

  3. Press Save

Switching to Excel Format

  1. Under file format, click on the Excel radio button

  2. Press Save

Reset to the default export format

You can reset columns to the original default by clicking on the “Reset to default” button. You can use this to reverse any mistakes you might have made.

Exporting your timesheets with the new format

To export your timesheet summary with the reordered columns, you can follow the steps shown here. The summary export should now follow the format that you have modified.

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