Help Centre
/
Exporting Timesheets to Crystal Payroll

Exporting Timesheets to Crystal Payroll

← Back to category
  • You need Time permission to export time clocks and Payroll permission to be able to view pay rates. If you don't have access to this module, ask someone with Manager's permission to update your user permissions.

  • You will need to have set up your Staff Roles and Staff details correctly, and reviewed your Time Clocks in order to export accurately to your payroll system.

  • If this is the first time you have completed an import to your payroll system, please read the Exporting timeclock from Loaded article first.

Set up

  1. When setting up staff members in Loaded, ensure that the Staff Paycode in Loaded matches the Display Name of the Staff member in Crystal Payroll.

    Loaded Staff editor

    Loaded Staff editor showing Staff Paycode field

    Crystal Payroll Employee Details Editor

    Crystal Payroll Employee Details Editor
  2. Ensure that the Department Code of your Roles in Loaded matches the Job No in Crystal Payroll. It can be accessed in Crystal by clicking Home > Company Settings > Cost Centres > Job

    Roles in Loaded

    Roles in Loaded showing Department Code

    Cost Centres page in Crystal Payroll

    Cost Centres page in Crystal Payroll

Importing to Crystal Payroll

  1. Ensure you have successfully exported your timesheets from Loaded.

  2. Go to Home > Process Pay > Time & Income in Crystal

    Crystal Home > Process Pay > Time & Income
  3. Click Data Import button on the right hand side then Choose file and pick a file you have exported from Loaded and click Import.

    Crystal Payroll Data Import button
  4. If the import was successful you will not see any notifications but will be able to click on each staff member to find the information you just imported.

    Crystal Payroll import successful, click staff member
  5. After this you can process the pay as per the instructions in the Crystal knowledge base.

  6. If the import doesn't succeed, it might be because there is something wrong with the Pay Code assigned to a staff member, or the Department Code assigned to its Role.

  7. If you get an error notification or need further information, please visit the Crystal Payroll knowledge base.

Other articles and resources that you might find useful.

Questions? We're here to help.

Bring last month's numbers and we'll show you what this looks like in your venue — twenty minutes, no pitch deck.

Book a demoSee pricing