Payroll set up requirements
This article will outline the key requirements for your Payroll connection in goRoster.
If you have a question that can not be answered with this information send us an email at goroster@support.com.
There are two different ways you can connect your goRoster account with your Payroll provider and export data.
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Timesheet Feature
If you are on a premium goRoster plan you can export through your timesheet feature which gives you the option to export to an Excel file, a file specific to your provider, or seamlessly through an API.
2. Dashboard
If you are on a standard plan you can export through your dashboard which generates a file specific to your provider.
For more information on exporting data read our article on exporting to payroll.
Both options require the following actions to be completed first.
Align Employee Codes.
For any employee who you intend on exporting data from goRoster to your payroll provider, you need to locate and match their Employee Code to your payroll code/ID.
For example: in iPayroll, this is known as a Person ID.
This will be located in your payroll provider's software/portal.
(image 1, an example from iPayroll).
Once you have found the employee ID/code you need to check that it matches the Employee Code in goRoster.
To find the goRoster Employee Code navigate to the Employee section in the dashboard sidebar.
If there is no Employee Code visible in the Pay & Cost Options (image 2) or the code does not match your payroll provider's code you can manually change the goRoster code to match.
Note: Make sure to save your changes.
Ensure you use Bypass Export appropriately
Make sure the box "exclude from Payroll Export" isn't ticked or the employee will be left out of the export (image below).
About Salaried Employees
Employees using 'Weekly Salary' as their cost method are ignored during export. These are handled by your payroll provider.