Administration - Transfer to Payroll

Once an Attendance Record has been approved, employees' worked hours and overtime (OT) data can be transferred to Payroll to be included in the monthly pay run. This process has two main stages: 

(1) transferring data from Attendance to Payroll, and 

(2) extracting and applying that data within Payroll

Stage 1: Transfer to Payroll (from Attendance)

1. Go to Attendance and click on Administration.
2. Click on .
3. Select the relevant period .
4. (Optional) Select the Client / Location / Project to filter records .

5. Click to retrieve all approved attendance records for the selected period.

   

6. Select the records you want to transfer to Payroll.
7. Click to initiate the transfer.

Stage 2: Extracting the Information in Payroll

After initiating the transfer from Attendance, you must populate the worked hours and OT details into the relevant pay fields within Payroll.

1. Go to Payroll and click .

2. Click on . The transferred records will be visible under Pending OT tab. Note that this page is view-only — the timing details cannot be edited here.

   

3. Review the details, then:
   • Click to transfer data for an individual staff member, or
   • Click to transfer data for all staff on the list at once.
4. Click on the sub-tab to review the transferred data. Make any necessary edits if required.
5. Select the staff whose attendance details you want to finalise, then:
   • Click to update an individual employee, or
   • Click to update all staff on the list at once.

Summary of the Process