š Overview
This article walks you through exporting your staff list from Time To Pet and uploading it into DaySmart Payroll to quickly create worker profiles. You'll also learn how existing workers are handled and how newly created workers get started with onboarding.
For a complete walkthrough of this process, watch the video here.
ā
š ļø Export Your Staff List from Time To Pet
Start by downloading your staff list from Time To Pet so you can bring it into Payroll.
From your Time To Pet dashboard, go to Staff.
On the Staff List, select Export Staff for Payroll to download the file.
ā
š„ļø Upload the Staff Export in Payroll
Once you have the file, switch over to Payroll to upload it.
From your Payroll dashboard, go to Workers List.
Select Upload Worker.
In the Upload Workers window, select Choose File and select the file you downloaded from Time To Pet.
Select Upload Workers to continue.
ā
š Review, Classify, and Create Workers
Once the file uploads, Payroll shows you the workers included in it.
š” If a worker already exists in Payroll, matched by email address, the system automatically detects and skips that worker to prevent duplicate records.
For each new worker, review their details and assign the appropriate classification, either W-2 or 1099. Select the workers you want to create, then confirm your selections to create them in Payroll.
ā
š± Worker Onboarding
Once you create the selected workers, Payroll automatically sends each of them a self-onboarding link so they can complete their profile and provide the information needed to get paid. You'll see a confirmation screen once the process is complete.
ā
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
What happens if a worker from my Time To Pet staff list already exists in Payroll?
Click the arrow to see the answer
Click the arrow to see the answer
Payroll matches workers by email address. If a worker in the uploaded file already exists in Payroll, that worker is automatically skipped so a duplicate record isn't created.
How is a worker's classification determined during the import?
Click the arrow to see the answer
Click the arrow to see the answer
You assign each new worker's classification, either W-2 or 1099, while reviewing the imported list, before you confirm and create the workers.
Do I need to manually send onboarding invites to workers created this way?
Click the arrow to see the answer
Click the arrow to see the answer
No. Payroll automatically sends a self-onboarding link to each newly created worker so they can complete their profile and provide the information needed to get paid.