Datatech export/import employees

  To enable the export option, select the Custom option under Report Type.

Then Click the Customize button.  Enter a Report Name.  This will be saved for future use.  You can create multiple reports/excel templates by clicking on the New Report button and entering a unique Report Name for each respective report/template.

Then Click the Columns button to select what information is printed on the report and exported to Excel.  You can select from the Available Fields and click Add or double click on the field to add it to the Selected Fields.  You can also select from the Selected Fields and click Remove to remove it from the report/export.

You can use the Move to Beg, Move Up, Move Down and Move to End to change the ordering of the information.  Click OK on the Column and Customize windows to save your selections.

The order of columns in the import file is significant. Data must be provided in the order described below. If you want to omit a data field, you must still include the data field’s comma delimiter.

You can use the selections on the Employee List to select which employees will be selected.   Then, select a file location and name to save the file under.  Click Preview to preview the report and create the Excel file.

Export by Hours/Earnings
A similar export option is available on the Employee Check Detail Report.  This allows you to export employee information with particular wage or hour ranges.

https://datatechag.com/did-you-know-how-to-exort-employee-info-to-excel/

An employee can either be added manually in Pago or can be imported from your payroll software system (Datatech, Famous Software, etc.) In this article, we will be importing employees.

1. Open the Employees page. Click the down arrow adjacent to the New Employee button and then select the Import option.

2. Click on the Choose File button to open a file selector window. Navigate your computer's file system to select the employee import CSV file. After you have selected the appropriate file click on the Import button to start the employee import process. 

The employee import process will open the import file and process each record. If an employee already exists in Pago, the import process will check to see if any of the employee's information is different and update Pago accordingly. If an employee does not exist in Pago, the import process will add the new employee.

If there are any format errors with the employee import file, Pago will display an error message and the entire employee import file will not be processed.