WhenToWork provides an export format that can be imported into CompuPay using
the Reports section, but we recommend that you test this export to be certain it works for your specific
CompuPay version and format.
Your employee names in your WhenToWork account will need to exactly match how
you have the employee names entered in your CompuPay software.
While we
normally do NOT recommend entering Employee Social Security Numbers, in this
case each
Employee must have their Social Security Number (with no dashes or spaces)
listed as their "Employee Number"
To Configure (one time setup) CompuPay Export:
From any page:
In the top menu under REPORTS choose Custom Reports
Click Configure to the right of CompuPay (1.)
pictured below
In the window enter the information that CompuPay requires for each
position:
Earnings Type, Unit Worked, Department Worked
Click Save (2.)
and that information will then be included in any
CompuPay export files you make in the future
To Export a CompuPay File:
On the Reports page:
Choose or enter the date range (and the positions and categories to include) for the export file
(1.)
Click the "Export" link to right of CompuPay (2.)
Type a filename
Click the Create Export File button (3.)
You will be prompted for where on your computer to save the file, make a
notation of the location for when you need to Import the file into QuickBooks.
Note: WhenToWork only has 'scheduled' shift information and is NOT a time clock where the actual in and out times are recorded, so the schedule data you export is just that information you have entered into the "Schedules" section.
Troubleshooting: No data in export file. If no data in export file be sure
to confirm you have added an Employee number to each Employee record in your
account. Also it may be there are no shifts which match the Position and
Category you have chosen in the "Include" drop down menus for the date range
given.
