How to Export a Payroll Report for Review and Approval

Exporting a payroll report is a straightforward process that has been designed with simplicity in mind. In this guide, we'll walk you through the quick and easy steps to export your payroll report for seamless review and approval, allowing you to keep your business running smoothly.


Step 1: Access the Payroll Report Menu


To initiate the payroll report export, locate the menu labeled "Payroll Report" on the left sidebar. Click on this menu option to proceed.


Step 2: Locate the Export Icon


After accessing the Payroll Report menu, you'll be directed to a page displaying various payroll-related data. At the top of the page, you'll notice an unmistakable icon - the "Export" icon. This icon is your gateway to exporting the payroll report. Go ahead and click on it to proceed to the next step.


Step 3: Select the Time Frame


Before you finalize the export, you have the option to customize the time frame of the report you wish to export. In this case, you can export the report for the last three months, ensuring you have a comprehensive overview of recent payroll activities.

 

Step 4: Download in CSV Format


Once you've selected the desired time frame, the platform will gather the necessary data and compile it into a neatly organized report. This report will be downloaded in CSV (Comma-Separated Values) format, a universally accepted format that can be easily opened and reviewed using spreadsheet software like Microsoft Excel or Google Sheets.


Thoughts on improvements?


Our aim is to simplify and streamline the process for you to review, understand, and approve your Horizons payroll invoices. Should you have any suggestions, requests, or feedback on how we can enhance this experience, we're all ears. Please don't hesitate to reach out. 


We're constantly evolving, and your insights are invaluable to our progress.


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