Summary

This document addresses work instructions for how to prepare payroll for SUI with an Export in Core using Chrome.

To Run Payroll:

  1. Log into Core (Manager Portal)

  2. Select Payroll and Payroll Monitor from the quick menu (Figure 1).

  3. Confirm you have no critical issues in the Previous Period and the Issues row is Green (Figure 2).  If you do have Critical exceptions, see Step 4, otherwise, skip to Step 8.

  4. If you have Critical exceptions which are typically caused by missing punches, you will want to address these before running payroll.  To see the Critical Exceptions, click anywhere in the Issues row (Figure 3).

  5. Upon clicking on the Issues, you will be taken to a list of employees who need something corrected; the Condition will alert you to the specific issue.  Click on the employee’s name to be taken to their timecard where the exception can be fixed.  Repeat this step for each employee on the list. (Figure 4).

  6. On the employee timecard, look for the Missing Punch in the Description field; add the missing punch(es) (Figure 5).

  7. You may use the Breadcrumb Trail in the upper right-hand corner to either go back to your employee list or back to the Payroll Monitor by clicking on your choice (Figure 6).  Please note that the employee you just fixed may continue to show in the list.

  8. Once all Critical Exceptions have been fixed, Payroll Monitor will change the Issues row to Green and you are ready to proceed.  From the menu, select Payroll Export. This will create the file that will be imported into Software Unlimited (Figure 7). 

  9. On the Payroll Exports tab, click the SUI Payroll Export.  Please note the location of this menu item may differ (Figure 8).

  10. Click Run Export (Figure 9).

  11. The SUI Payroll Export may be in the download tray at the bottom of your screen and if so, select to Show in Folder.  It may be possible that the Export opens directly in the Download folder (Figure 10).

  12. The SUI Payroll Export file will open in the Download folder in a zip folder. (Figure 11).

  13. The file has been downloaded as part of a zipped folder; SUI requires this file to be sent unzipped.  Move one level of folder up by clicking the up arrow (Figure 12).

  14. Right click on the SUI Payroll Export zipped folder and from the menu select Extract All (Figure 13).

  15. Browse to the location where the payroll folder is located.  In this example, it’s called SUI payroll.  Click Extract (Figure 14).

  16. Navigate to the payroll folder and the .csv is available and ready to be imported to SUI (Figure 15).