Pull Labor Data

Beta

The Pay Run Experience has been updated to support Payroll Calendar and is currently in beta.  

Learn about the new Pay Run Experience.

See documentation for the legacy Pay Run experience.

Labor Data is pulled from the Pay Run Details screen. Pulling labor data exports employee earnings from Smart Ops for the pay period dates of the pay run. Before pulling labor data, a DSS labor review should be performed for each day being pulled. Any punch or tip adjustments can be applied during the labor review.

Labor data will include earnings for employees that meet the following criteria:

• Exclude from Payroll is not selected on their employee record.

• The employee’s payroll status is active or onboarding.

Once labor has been pulled, the pay run can be calculated, reviewed, and approved.

Labor cannot be pulled into ‘approved’ pay runs or off-cycle pay runs.

Including Tips in Pulled Labor

By default, tip earnings are not included when earnings are pulled from Smart Ops. 

To include tips, check the Include Tips in Payroll Export option on the associated Legal Entity Record. When tips are included, card tips will be associated with 'Tips' earnings and cash tips will be associated with 'Previously Paid Tips' earnings. 

When tips are not included, credit card and cash tips are not included in the pull of labor.

Tip Automation

If tip automation is enabled, 'Tips' earnings and 'Previously Paid Tips' earnings calculated through tip distributions will be included instead of the original POS tip totals. If there are unapproved tip distributions, users will not be able to pull labor to Workforce and a warning message will be displayed. 

Learn more about tip automation and tip distribution earnings here. 

Earnings From Labor Rules

Earnings populated to the DSS from labor rules are included when employee earnings are sent to Workforce. Labor rule earning types include:

• Overtime

• Break Penalty

• Split Penalty

• Clopening Penalty

• Tip Credit (Tip Makeup)

• Spread of Hours

• Reporting Time Pay

• Shift Differential

Learn more about labor rules here. 

Preparing for Labor Pull

Before pulling employee labor data from Smart Ops, the DSS for each day being pulled must be reviewed for accuracy, then approved. Any adjustments must be applied in Smart Ops and/or the POS before pulling labor data into Workforce.

DSS Review - Daily Labor

The DSS labor review is used to confirm that all punches for each employee are accurate.

R365 Best Practice

It is recommended to to correct error punches prior to pulling labor data.

Otherwise, punches must be corrected in the POS, and the DSS must be re-imported.

If the Employee Punch Edit feature is enabled, punches can be edited in R365.  

If punches were not edited prior to pulling labor data, earnings can be edited in the payment.

Security

Users must have the following permission to Pull Labor Data:

any user that has permission to process payroll

• Parent Category → Example Category → Example Category

• Parent Category → Example Category → Example Category

Pull Labor Data

Pulling labor data exports employee earnings from Smart Ops for the pay period dates of the pay run.

Follow these steps to Pull Labor Data:

Repull Labor Data

Once labor has been pulled, the pull labor data button is replaced with a re-pull labor data button. This option can be used if there were issues or edits made after the initial pull of labor. Re-pulling clears all previously pulled earnings and earning edits and pulls the labor data for the pay period dates.

Users must have the following permission to re-pull labor data:

• Payroll → Workforce Payroll → Payments → Edit Payments

Follow these steps to re-pull labor data: