Setting up the Payroll Export Extension

PERMISSIONS  Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.

NAVIGATION  Left Navigation Menu > Admin > Admin Categories > Features & Settings > Finance, Accounting & Invoicing > Payroll Export

About Payroll Export

Payroll Export allows you to export time tracked in Autotask for use in payroll software (currently ADP and Paychex). The export generates a .txt file formatted to be imported into your chosen payroll system.

Configuring Payroll Export

To get started with payroll exports, a resource with Administrator access to Finance, Accounting, & Invoicing must complete the following steps:

  1. Submit a Kaseya Helpdesk request to turn on the Payroll Export Extension module. A small one-time fee is required for the use of Payroll Export.
  1. Access the Payroll Extension Setup page and select a Payroll Export vendor.
  2. Complete any additional configuration required by your Payroll Export vendor. Refer to Setting up the Payroll Export Extension, below for details.
  1. Assign the proper department and timesheet association settings to resources to enable them to access the Pay/Export features in the Timesheets module. Refer to Assigning user permissions for pay/export features.

No resource, including System Administrators, will see the Pay/Export feature in the Timesheet module unless that resource has the correct department association and is a timesheet approver.

When the Payroll Export module is enabled and the Payroll Export Extension is configured, users who are timesheet approvers will see the Left Navigation Menu > Timesheets >  Pay / Export option in Autotask.

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. On the Payroll Export page, select your vendor from the Payroll Vendor menu.
  3. If no additional fields appear in the window, click Save.
  4. If your vendor requires additional set up, those fields appear in the Payroll Export page. You must complete required fields and any additional fields that your local organization requires for export.
  5. For information on vendor specific set up, click the link below.

Setting up the ADP Payroll Export

Only users with the correct credentials will see the Pay/Export feature in the Timesheets module:

  • The user's default department must be either Human Resources or Administration, depending on whether or not your Autotask Application uses the Human Resources department.
  • The user must be assigned as a Timesheet Approver to at least one resource.

You add or edit both Department and Timesheet Approver assignments from the Resource Management window in the Admin module. For additional information, refer to Adding, editing, or copying a resource.

When the logged in user has the correct credentials, they will have access to Left Navigation Menu > Timesheets >  Pay / Export.

Exporting your payroll

For information on exporting payroll, refer to Exporting payroll and marking timesheets as paid.