Overview
Before exporting your timesheets, make sure the module configuration and human resource records are complete. This article explains how to complete the configuration, export the data, import it into Employeur D, and create custom exports.
Prerequisites
Certain information must be configured in your ProgressionLIVE account before you can export timesheets to Employeur D.
Timesheet module
Go to Configuration > Timesheet.
Select the Employeur D system.
Fill in the Company Number and Distribution Code (G1 to G999) fields.
Click Save.
To know:
In Employeur D, the company number can be found under Payroll > Company Settings > Identification.
Distribution codes can be found under Payroll > Company Settings > Earnings and Deductions.
Note: These fields are usually filled in by your ProgressionLIVE project manager. If you have access to the configuration, you can edit them yourself.
Human resource record
Go to Management > Human Resources.
Open a resource's record and click on the Timesheet tab.
Fill in the Employee ID and Statement Number fields.
Click Save.
To know:
In Employeur D, the employee ID can be found under Payroll > Personal Profile > Personal Information.
The statement number can be found in the import template document Payroll Transaction Import Template, accessible from your Employeur D account.
Important: It is not possible to export timesheets for human resources with incomplete records. Make sure to complete each record.
Exporting timesheets
Go to the Timesheet screen.
Select the date and period to export (1 day, 1 week, 2 weeks, or 1 month).
Warning: With Employeur D, the value in the Period column of the exported file must match the last day of your Employeur D pay period, otherwise the import will fail. Make sure the calendar display in ProgressionLIVE ends on that date.
Example: For a pay period of October 3 to 16, 2021, the calendar must end on October 16.
Tip: You can change the week start day (e.g., Monday instead of Sunday) under Configuration > Timesheet. If you don't have access, contact our technical support.
Click Export period to Employeur D.
A window will display the data to be exported:
Green icon: data ready to export.
Yellow icon: incomplete record or time entry with no end time.
Possible messages:
If a resource record is incomplete, fill it in before exporting.
If an entry has no end time, add an end time (or remove the error) before exporting.
Click Export.
A .xls file will be downloaded if everything is in order.
If data is incomplete, a warning message will appear and you can choose to proceed with the export without that data.
You can now import the .xls file into Employeur D.
Importing timesheets into Employeur D
In Employeur D, go to Payroll > Tools > Import Transactions.
Select Excel (in columns), then choose the file exported from ProgressionLIVE.
Click Import when the confirmation window appears.
If the import is successful, a confirmation message will appear. You can then view the imported data under Payroll > Current Payroll Calendar.
Creating custom exports with filters
The export takes into account the filters applied in the Timesheet screen. You can therefore create filters to customize your exports (e.g., only approved entries or entries linked to a task).
Creating a filter
In Timesheet, click No filter > New.
Select the value to filter by (e.g., entries linked to a task), then click Save.
Give your filter a name and save it.
Close the window — the filter is now applied to your calendar.
Your filter is saved among your custom filters and can be modified at any time.
FAQ
Why are some timesheets not exporting?
The associated human resource records are incomplete. Fill in the required fields (Employee ID and Statement Number), then try again.
What should I do if the import fails in Employeur D?
Check that the period in the exported file matches the last day of the pay period in Employeur D.
Can I filter only certain entries before exporting?
Yes. Create and apply a custom filter in the Timesheet screen before exporting.