Export data out of Offshore Payroll

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Overview

  • Export data and reports from Offshore Payroll to use with other products, keep as a backup, or to access without logging in to Offshore Payroll.

  • Understand the items and file formats you can export and how.

How it works

  • There isn’t a one-step feature to export all of an organisation's data. However, you can export data from individual areas of Offshore Payroll and reports from our reports screen. You might want to do this if you plan to cancel your subscription.

  • Our systems and security ensure that your organisation's data is backed up and protected, so that it's always available to access when you log in.

  • You're responsible for keeping records of data entered in Offshore Payroll, so we recommend you regularly perform your own back-ups.

  • Your user role determines the data you can export. The owner and administrator user roles let you run and export all reports. The organisation administrator and manager roles cannot run reports.

Data and reports you can export

You can export most reports from the reports screen in Offshore Payroll. When cancelling your subscription, or for general data maintenance, we recommend you export:

  • Employee Master Data CSV (Reports | Employee);

  • Employee Pay Analysis (Reports | Employee);

  • Pay Cross Tab if used (Reports | Employee);

  • Pay Method Summary (Reports | Employee);

  • Nominal Ledger Analysis if used (Reports | Nominal Ledger); and,

  • Pension Contribution report if used (Reports | Pension).

Each of these reports can be exported in the following formats, PDF, CSV, Excel, Word, RTF and Text.

We also recommend you export all employee payslips (Payroll screen | Completed Pay Runs | select pay run | Download All button). These are downloaded as a PDF file.

Other data and reports you could export:

  • Any other reports in the reports screen

  • Income Tax Payment Report and Social Security Payment Report (Payroll screen | Completed Pay Runs | Select pay run | Download Payment Reports)

  • Banking Interface files (Payroll screen | Completed Pay Runs | Select pay run | Download Banking file)

Sarah Le Page