This article explains how to export a report to PayGlobal.
Click the Reports button on the main Header.
Scroll to the Staff Scheduler Reports box (this maybe a different heading depending on your Webcare setup) and click on PayGlobal Report.
The PayGlobal Report page will open.
Select the options for your PayGlobal report.
1. Zone/Area - Leaving this blank will include ALL Zones. Otherwise you can use the dropdown list to select specific zones.
2. Client - Like Zones/Area leaving this blank will include ALL Clients. Otherwise you can use the dropdown list to select specific clients.
3. Hours Type - For a PayGlobal report this will be Actual. This shows the hours actually completed by the staff.
4. Start and End Date - Select the date range for the report you are generating.
5. Group by Date - For a PayGlobal report, you need to de-select this box. (PayGlobal may reject the report if grouped)
6. Include Meal Break Times - Tick if you would like to include meal break times in your report.
7. Generate Report - Once these options have been configured, click on Generate Report.
Once the report has been generated, if you are wanting the report for internal use, you can customise it by adding or removing columns. To do this click on the Show Customisation Window. This will bring up the Field Chooser box.
To add a column, simply drag a field from the Field Chooser box onto the report header and drop it.
To remove the column, select the column header, drag it back to the Field Chooser box and drop it.
Once you are happy with your report, export it by clicking on To CSV. This ensures it is in the correct format for PayGlobal.