• 01 Dec 2023
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Article Summary

Download a .CSV from Generations and import into Heartland Payroll using the Payroll Export. Payroll Export is found either by clicking on the Interfaces menu at the top of the Home Screen or from the Payroll Export icon at the bottom of that same screen. We strongly recommend running timesheet exports at least twice. 

  • First, to ensure data accuracy.
  • Second when you're 100% sure your data is correct to mark Timesheets as paid.

Payroll Export Configuration

You configure the export one time. Click Payroll Export Config and select fields.

Suggested fields

  • Agency ID
  • Payroll ID
  • Class
  • Pay Code
  • Pay Type
  • Total Units
  • Rate of Pay
  • Caregiver Last Name
  • Caregiver First Name

How To Export

  • Select the caregivers, pay period, and other parameters as desired.
  • Click OK.
  • The file opens in an Excel .CSV format.
  • Save the file.
  • You may need to do additional work like adding a + in column G to meet Heartland's specifications.
  • Give the file to your payroll vendor.

Sample Export

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