Step 1: Get the File from Your Payroll Provider
Export a payroll journal or payroll summary report from your payroll system. This file should include key information like:
- Employee name or ID
- Hours worked
- Gross pay
- Taxes and deductions
- Check date and number
Most payroll providers offer this as a standard report. Common formats include Excel (XLSX) or CSV.
Step 2: Format Your Payroll Journal
Our system accepts both our default format and several formats used by popular payroll providers like ADP, Paychex, and Paycor.
If you're not using a supported vendor format, format your journal to match our default structure shown below. You can copy and paste your data into this layout or adjust your exported report accordingly.
Default Format Example:
💡 Note: Column names don’t have to match exactly, but the structure should follow the same data categories. Totals for hours, deductions, and taxes should be grouped clearly.
Step 3: Review and Import
Once the file is structured correctly:
- Open the Payroll Journal section in your account
- Upload the file into the importer
- Map any unmatched fields if prompted
- Confirm and import
✅ Tips
- If your payroll system doesn’t provide all the columns, import what’s available — our system can still match it to job and employee records.
- If you’re using a supported HCM vendor (like ADP, Paychex, or Paycor), we may have pre-built templates to simplify the process.
- Need help formatting your journal? Just reach out — we're happy to assist!