Introduction
Workforce Management provides the ability to map data between Workforce Management timecards and Coastal Payroll. Once mappings are in place the CSV export of timecard data can be imported directly into Coastal Payroll.
Prerequisite
Administrator or Manager with 'manage timecards' sub-permission
Navigation
From Customer Hub, click on Workforce-> Timecards. Then click the Export button and select Coastal Payroll (CSV) under Export to Payroll.
Mappings between Workforce Management and Coastal Payroll
Please contact your Coastal Payroll account representative to obtain the codes which are specific to your Coastal Payroll account.
Mapping is typically a one-time exercise on initial setup, which is retained once set. Changes may be subsequently required, however this should be infrequent.
Map the following high-level sections;
Workforce Management Department to Coastal Payroll Location ID
Workforce Management Compliance Rules to Coastal Payroll Earning Codes
Workforce Management to Coastal Payroll Labor Codes
Export CSV file
Once mappings have been created, click 'Export' to generate the Coastal Payroll file.
