With the PDF export template, you define the formatting rules and fields used to generate the file to be delivered to the payroll office or stored internally.
Through these settings, you choose how to identify employees, companies, and payroll reasons, as well as set the sorting criteria for days and employees. In this way, you ensure consistency, clarity, and compliance with the required standards.

• Go to Settings

• Select Export and click Export Monthly Attendance in PDF

   

Configurable fields – Payroll format settings

1. Horizontal alignment

   • Decide whether to arrange the PDF data horizontally instead of vertically.

2. Employee code field

   • Select the field used to uniquely identify each employee (ex last name and first name, employee number, tax code). Fill in this field directly in the employee’s record, otherwise the export will not be generated correctly.

3. Company code field

   • Specify the field that distinguishes the group companies (ex tax code, payroll company code).
     Define the company code field by going to Setup > Employees > Group companies and fill in the field used for the export.

4. Payroll reason code field

   • Select the reference field for payroll reasons (ex vacation code, sickness, overtime).
     Set the export code by going to Setup > Attendance > Reasons, select the reason, and fill in the dedicated field.

5. Sort days by

   • Choose the criterion for sorting days, in ascending or descending order.

6. Sort employees by

   • Decide the order in which employees appear in the PDF (e.g., by tax code, by last name and first name).

See also How do I export the monthly payroll report PDF?