Extracting Data from TimeStar
Extract all data related to payroll, including punches, hours records, dollars records,
etc…
Navigating to the Requests Page
1. In the Main Navigation menu, open the Daily Procedures folder.
2. Click on the Requests page.
Data Export – Payroll
3. Select Data Export – Payroll in the Select Report field.
4. Set the Filter Org. Levels to Include Inactive Org. Levels.
5. Set the Date Range to Custom Range.
6. Select the Start Date and Stop Date of the range you wish to run.
4. Set the Filter Org. Levels to Include Inactive Org. Levels.
5. Set the Date Range to Custom Range.
6. Select the Start Date and Stop Date of the range you wish to run.
The size of your company and the amount of data in your system may limit your date ranges. For a smaller company, an entire year may be able to be extracted. A large company may need to extract the data quarterly or by month. Try starting with a yearly extraction and if the system times out with an error while generating the report, try running them semi-annually, then quarterly, and finally, monthly if necessary.
7. Move your “Company” to the left under the assigned Filters. If you have multiple companies built in your system, you can move them all to the left, or, export the data on each company individually. If you do not have access to this field, please reach out to our Technical Support Team and we will add that for you.
8. Move Other Dollars and Other Dollars over to join Punches under the Assigned Include Records of Type field.
9. Click Generate.
10. The system will generate an Excel file where you will be able to select where to save it.
11. Repeat the process by updating the selected date range until you have extracted all the needed data.
Please note: If you are successful running an export with one date range, quarterly for example, your next quarterly period may contain more data than the previous period and could cause an error. If that is the case, simply adjust your date ranges to pull for a shorter period.
Payroll – Transfer
1. Select Payroll – Transfer in the Select Report field.
2. Set the Filter Org. Levels to Include Inactive Org. Levels.
3. Set the Date Range to Custom Range.
4. Select the Start Date and Stop Date of the range you wish to run.
2. Set the Filter Org. Levels to Include Inactive Org. Levels.
3. Set the Date Range to Custom Range.
4. Select the Start Date and Stop Date of the range you wish to run.
The size of your company and the amount of data in your system may limit your date ranges. For a smaller company, an entire year may be able to be extracted. A large company may need to extract the data quarterly or by month. Try starting with a yearly extraction and if the system times out with an error while generating the report, try running them semi-annually, then quarterly, and finally, monthly if necessary.
5. Move your “Company” to the left under the assigned Filters. If you have multiple companies built in your system, you can move them all to the left, or, export the data on each company individually. If you do not have access to this field, please reach out to our Technical Support Team and we will add that for you.
6. In the fields marked Org. Level Selection 1, Org. Level Selection 2, and Org. Level Selection 3 field, select the org-level information you would like to see on the report.
7. Select the Output Format to be Save as PDF(.pdf).
8. Click Generate.
9. The system will generate an Excel file where you will be able to select where to save it.
10. Repeat the process by updating the selected date range until you have extracted all the needed data.
Please note: If you are successful running an export with one date range, quarterly for example, your next quarterly period may contain more data than the previous period and could cause an error. If that is the case, simply adjust your date ranges to pull for a shorter period.
Data Export – Accruals
Extract all data related to accruals, including time earned, time spent, and final balances. If accruals were never tracked in the system, you will not need to run this report.
1. Select Data Export – Accruals in the Select Report field.
2. Set the Filter Org. Levels to Include Inactive Org. Levels.
3. Set the Date Range to Custom Range.
4. Select the Start Date and Stop Date of the range you wish to run. Set the date range to the entire history of the system, starting with the 1st day of the month when you went live and ending with the last day of the month that you were actively using the system.
2. Set the Filter Org. Levels to Include Inactive Org. Levels.
3. Set the Date Range to Custom Range.
4. Select the Start Date and Stop Date of the range you wish to run. Set the date range to the entire history of the system, starting with the 1st day of the month when you went live and ending with the last day of the month that you were actively using the system.
If the system times out with an error while generating the report, try running the report for each calendar year.
5. Move your “Company” to the left under the assigned Filters. If you have multiple companies built in your system, you can move them all to the left, or, export the data on each company individually. If you do not have access to this field, please reach out to our Technical Support Team and we will add that for you.
6. Move all of the Accrual Codes under the Available Accruals to the Assigned Accruals Selection.
7. In the fields marked Org. Level Selection 1, Org. Level Selection 2, and Org. Level Selection 3 field, select the org-level information you would like to see on the report.
8. Select the Output Format to be xls:MS Excel (Data Only).
9. Confirm the Report Layout is set to Transaction Detail.
9. Click Generate.
11. The system will generate an Excel file where you will be able to select where to save it.
12. Repeat the process by updating the selected date range, if necessary, until you have extracted all the needed data.