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Change staff payroll templates

In this article, we explain how to change the payroll report and payroll export templates for a staff member.

Written by Emma Ianson

Payroll report and export templates control how staff payroll data is generated and shared. You may need to change these templates when updating payroll formats, aligning with finance system requirements, or troubleshooting incorrect exports. For example, a staff member may need a specific XML or SQL template to ensure payroll data exports correctly.

To update a staff member’s payroll templates, follow these steps:

  1. Click Staff.

  2. Click on the required staff member.

  3. Click Details.

  4. Next to Payroll report, click Change.

  5. Select Payroll.xml.

  6. Next to Payroll export, click Change.

  7. Select Payroll.sql.

  8. Click Save changes.

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