Paychex Payroll Alternate Export

The Paychex Payroll Alternate Export serves an alternative to the R365 Payroll Export and allows users who process payroll through Paychex to export a file that is more directly compatible with their payroll system.

Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

Report Parameters

Field	Description
Filter By	A list of all filter categories. Filter categories will vary based by report.
Filter	A list of filter options, determined by the 'Filter By' category selected (#1).
Start Date	First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates.
End Date	Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates.
Job	Jobs to include in the report.
Job Type	Labor operational report categories associated with the GL accounts assigned to jobs. Users can select one or more job types by which to filter the report.
View options	This section provides options to select, save, edit, or delete a report view.
Download	Exports the report to a spreadsheet file and downloads the file to the default downloads location on the user’s device.

Report Columns

Column	Description
Company ID	Number used to identify the location for the purposes of processing payroll. This number appears on the Location Record as the Payroll Location ID.
Worker ID	Number used to identify the employee for the purpose of processing payroll. In R365, this is commonly referred to as the Employee Payroll ID.
Org	Organization grouping as defined by Paychex. This field is a Paychex reference not currently tracked by R365.
Job Number	This matches the location number in R365.
Job Name	Name of the job.
Pay Component	Indicates the type of rate applied to the hours worked: Regular - Worked hours paid at a regular rate. Overtime - Worked hours paid at an overtime rate. Tips Charged - Tips paid by credit card, including auto-gratuity. Tips Cash - Cash tips declared by the employee.
Rate	Amount the employee earns for each hour worked. Rate x Hours = Wages
Rate Number	This field is a Paychex reference not currently tracked by R365.
Hours	Number of hours worked at the given rate. If Pay Component is Tips Charges or Tips Cash, hours equal 0 because tips are not associated with hourly rates.
Units	This field is a Paychex reference not currently tracked by R365.
Line Date	This field is a Paychex reference not currently tracked by R365.
Amount	Tip amounts. Amount for hours worked is calculated by Paychex, and is therefore not provided as a value in the export.
Check Seq Number	Number used to identify the check.
Override State	This field is a Paychex reference not currently tracked by R365.
Override Local	This field is a Paychex reference not currently tracked by R365.
Override Local Jurisdiction	This field is a Paychex reference not currently tracked by R365.
Labor Override	Number used to identify the job in R365. This number appears on the Job Record as the Job Code.
Check Template	This field is a Paychex reference not currently tracked by R365.