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How to export Timesoft data to StaffAny
How to export Timesoft data to StaffAny

Learn how to export Timesoft data to StaffAny for seamless payrun!

StaffAny avatar
Written by StaffAny
Updated over a week ago

Timesoft Import Guide

STEPS

STEP 1: In timesoft, choose the company, period and employees to do payroll for

  • If you would like to first do a trial run, you could consider processing a temp Adhoc Query.

STEP 2: Setup the Import template (need to be done only once)

2.1 - Go to Custom Add-on> Batch Data Entry

2.2 - Click on Import> then select an empty template> Template

2.3- Set up the mapping. (make sure you are on the selected empty template)

  • Select the type of information (eg. Emp_no, Date) which you would like to import data for.

  • Key in the excel sheet column alphabet where the corresponding type of data would be present on your excel sheet

STEP 3 : Prepare the excel sheet and import (We can map staffany data to the template)

3.1 On your excel sheet, make sure your data in the excel columns matches what we setup before on the template

3.2 Once your excel sheet is ready . On the import modal, 1) select the excel file 2) make sure you have the right template selected 3) and click import 4) You should see data imported appear on UI screen under their corresponding column

STEP 4 - Transfer the imported data to payroll and check

4.1 Click on Custom Add-ons > selected Batch Data Transfer> Process with relevant cycle

4.2 Once data has been processed successfully. Click on Modify Pay Record to Check and Modify individual pay data if needed.

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