Contents x
    Paychex Payroll Alternate Export
    • 26 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Paychex Payroll Alternate Export

    • Updated on 26 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    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

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Labor.
      The screen generates a list of reports in alphabetical order.

    3. Locate the Paychex Payroll Alternate Export.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Field

    Description

    1

    Filter By

    A list of all filter categories. Filter categories will vary based by report.

    2

    Filter

    A list of filter options, determined by the 'Filter By' category selected (#1).

    3

    Start Date

    First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.

    4

    End Date

    Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for which data is generated. The report then displays data for all dates within the date range, including the start and end dates.

    5

    Job

    Jobs to include in the report.

    6

    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.

    7

    View options

    This section provides options to select, save, edit, or delete a report view.

    8

    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.

    Was this article helpful?
    What's Next