The Payroll Export Center will enable users to generate more robust payroll reporting, export ADP (.csv) and Paychex (.txt) vendor files, and overall streamline payroll processing and operations.
Agencies will have the option of using the new Payroll Export Center for processing payroll, or continuing to use the current Payroll Summary in AgencyCore. If you choose not to enable the Payroll Export Center, you will still have the full functionality of the AgencyCore Payroll Summary. If you enable the Payroll Export Center, you will no longer process payroll under Payroll Summary. Complete the instructions below to enable the Payroll Export Center. Once enabled, update user profiles for your each of your agency’s users. Instructions for updating user profiles are also provided below. Once your updates are done, you will be able to generate more robust Excel reporting and vendor exports for seamless payroll processing.
If your agency does not process payroll for ADP or Paychex, you can still choose to opt in and process your payroll. Upon generating the export file, save or discard the file (since the format will not apply to your agency). Processing payroll this way will require you to manually generate an export file for your vendor, but you will be able to do so in a more efficient manner because of the robust Excel reports provided.
Payroll Batch ID – Auto-generated by the system. The ID will always be updated to reflect the next batch ID you run.
Payroll Vendor – Select ADP or Paychex as your vendor.
Payroll Company Code/ID – Enter the Company Code or ID given to you by your vendor.
To Update User Profiles:
Pay Type – Based on the Employment Type field. Select Salary, Hourly, or Per Visit based on how a user is paid.
Payroll File #/Worker ID – Enter the ID established and given to the user by the payroll vendor. This ID enables vendors to identify users for which payroll is being processed.
Visit Activity Pay Rates:
To create a new visit pay rate, create a new non-visit pay rate, or edit an existing pay rate, select the Visit Activity Pay Rates tab from the left-side menu and complete all the required components:
Complete the payroll parameters and click Generate to view payroll details.
Required filter parameters:
Other filter parameters (not required):
Underneath the filters on the left side of the screen, the display can be adjusted to view All, Pending Export, or Exported files.
After generating the data, make any necessary changes to the Visit Time, Travel Time, Mileage or Surcharges at the individual visit level. Export the generated data to Excel by clicking Export Details. The Excel export provides additional information for the data being processed. Always save this file as a reference for the payroll data you have processed.
Select the visits that you would like to export and mark as paid. Only visits that have a blank checkbox next to them (in All and Pending) section(s) can be exported.
Once you’ve selected visits, click on the vendor-specific Export Payroll button on the right side of the screen above the export details. Note that we do not currently support voiding or adjusting batches. You will not be allowed to make any changes or adjustments to a visit once it has been exported.
After confirming that you would like to create an export file, the selected visits will be marked as paid and a batch ID will be given to those visits. A .csv or .txt file will generate depending on your payroll provider. You may then import the file to your vendor for processing.