If you manage your employee schedule and shifts using SpeedLine, then you may want to export your employee shift information to a file that can be imported into a payroll system. Store Manager can export employee shift data and remove old shift data from the database.
The procedure below explains how to export shift data manually, at any time. To export shift data automatically at day end of the first or last day of a pay period, see Customize Export of Employee Shifts for Payroll.
To Manually Export Shifts to a File
1.Go to Settings> People> Employee Options 
> Utilities tab.
2.Under Export Shifts, in the Date Range list, click:
•Selected Dates to customize the date range to export shift data from. Select the start date from the Start drop-down box, and the end date from the End drop-down box.
•This Pay Period to export shifts from the current pay period that you are in. The dates will be displayed in the Start and End fields, but you will not be able to edit them.
•Last Pay Period to export shifts from the previous pay period (up to the current). The dates will be displayed in the Start and End fields, but you will not be able to edit them.
3.Click a button to select the format to export data in. The Full Path field auto-fills with a suggested file name and the correct extension.
4.Click the format you are using below to see the specific steps for that format.
If this option is selected, a legacy format ADP compatible file is created.
•ADP Company Code: enter the code given to you by ADP. •Full Path: Click the browse button  and select the save location for the exported file.
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Important Do not change the file extension (the letters after the period in the file name) or the file will not export as expected.
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If ADP format is selected, a comma-delimited file is created, which includes one record for each employee per department and pay rate. It also includes the following columns:
•Co Code: The ADP Company Code entered in the Employee Options> Utilities tab (this should be the same as any code entered in the Settings> End of Day> End of Day Options> Export Employee Shifts> ADP Company Code field). •Batch ID: A unique number for this file. •File #: The employee’s Employee # entered on the Personal tab of the employee's profile. •Reg Hours: The employee’s total regular hours. •Reg Earnings: The employee’s total regular earnings. •O/T Hours: The employee’s total overtime hours. •O/T Earnings: The employee’s total overtime earnings. •Earnings 3 Code: TP (for Tip), or blank if the employee had no tips. •Earnings 3 Amount: The employee’s total tips. •Earnings 4 Code: DF (for Fees Paid to Driver), or blank if the employee had no fees paid for delivering orders. •Earnings 4 Amount: The employee’s total fees paid for delivering orders. •Temp Dept: The employee’s department for the shifts represented by this record.
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Important The Temp Dept is based on the first 6 characters of the department name. ADP must be set up for department names that are 6 characters long.
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•Temp Rate: The employee’s pay rate for the shifts represented by this record, or 0 if the salary type is monthly. |
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Exports to a comma delimited text file. This format can be imported into any spreadsheet program.
•Include Details: Select if you would like detailed information, like tips or fees paid to drivers, to be included in the exported data. •Full Path: Click the browse button and select the save location for the exported file.
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Important Do not change the file extension (the letters after the period in the file name) or the file will not export as expected.
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This format is used to export shift data, and optionally schedule data, in a SpeedLine employee file (.sef) format to a head office system.
•Active Employees Only: Select to include schedules only from employees whose employment status is Active (and exclude employees with a status of on leave, laid off, or terminated). •Schedules to Include: oCurrent Pay Period: Select to export schedules from the pay period that is in effect now. oFuture Pay Periods to Include: Type or select the number of future pay periods to export schedules for. This information can be used to compare the labor cost of future shifts with forecasted sales.
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Note The Schedules to Include settings are not affected by the date range selected for shift data export.
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•Full Path: Click the browse button and select the save location for the exported file.
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Important Do not change the file extension (the letters after the period in the file name) or the file will not export as expected.
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This format is used to export shift data, and optionally schedule data, in a text (.txt) file format to a head office system. A template file can be used to specify which shift data fields are exported.
•Active Employees Only: Select to include schedules only from employees whose employment status is Active (and exclude employees with a status of on leave, laid off, or terminated). •Schedules to Include: oCurrent Pay Period: Select to export schedules from the pay period that is in effect now. oFuture Pay Periods to Include: Type or select the number of future pay periods to export schedules for. This information can be used to compare the labor cost of future shifts with forecasted sales.
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Note The Schedules to Include settings are not affected by the date range selected for shift data export.
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•Full Path: Click the browse button and select the save location for the exported file.
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Important Do not change the file extension (the letters after the period in the file name) or the file will not export as expected.
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•Use Template: select to save the forecast file using text file templates you have defined. Templates will allow a head office to filter employee information so that some data fields are excluded. See Read the Shifts.txt Export File for a list of default fields in this file. •Template File: enter the file path or click the browse button to locate and select a pre-defined template. |
If this option is selected, a RUN by ADP compatible file is created.
•ADP Company Code: enter the code given to you by ADP. The code is appended to the start of the file name in the Path field. •Full Path: Click the browse button and select the save location for the exported file.
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Important Do not change the file extension (the letters after the period in the file name) or the file will not export as expected.
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5.After adjusting settings for your chosen format, click the Export button. The shift data will be exported to the location specified in the Path field.
See also:
•Set Up Pay Periods and Overtime Options
•Customize Export of Employee Shifts for Payroll (to automatically export shifts at day end).
•Read the Shifts.txt Export File
•Enter RUN by ADP Settings for Payroll Integration
