Toast Payroll Export

Updated June 24, 2024 16:03

If you are using 7punches for time-clocking, or have a POS integration that includes labor, you can now export your worked hours in a Toast Payroll ready format.

SKIP AHEAD TO:

Activating the Toast Payroll Export

Preparing your Export File

⚠️ Access to this feature may require an upgrade from your current plan.

⚠️ To access the export you must be using 7punches or have a POS integration that includes labor data.

⚠️ Tips processed through Tip Payouts are automatically sent to payroll as "Tips Paid" - as long as your Tip Calculations have been set up.

Activating the Toast Payroll Export

To enable the export, you'll need to do the following:

1. In the left navigation bar, head to Apps & Integrations:

2. Search and select Toast Payroll:

3. Click on 'Complete Set Up' to add the export to your Account. From here, you will need to enable and customize some of the individual features of the Export.

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4. Alternatively, you can find these settings under Apps & Integrations > My Integrations > Toast Payroll > Settings.

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5. Enter your additional Custom Export Codes, if applicable.

6. Choose whether to 'Split Hours by Role' under the 'Payroll Mapping' tab.

⚠️ If this setting is enabled, Employee hours will be split into separate columns in the spreadsheet, but will not be associated with your payroll provider’s departments, pay codes, or wage codes. (However, this can be manually added to the spreadsheet before uploading to the payroll program.)

7. Map your Employees between 7shifts and Toast Payroll by updating their Employee ID’s or 'File Numbers'. This required in order to match your Employees in 7shifts to their Toast Payroll ID numbers and have those included in the CSV.

To get started, click on 'Edit employee IDs.'

Enter the Employee's File Number next to their name.

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Be sure to hit 'Save' at the bottom of the page when you're done.

Preparing your Export File

Before you can run the Toast Payroll export, you'll need to ensure that you've properly approved all punches and closed your timesheet.

⚠️ Only Admins can close all timesheets, a mandatory step to send payroll data to your integration successfully.

1. In the left navigation bar, select the 'Time Clocking' tab, and the appropriate Pay Period.

2. From there, review and 'Approve' or 'Edit' punches, or choose to 'Approve All.'

3. For multi-Location users, you can also choose to sort by Location and approve punches by Location.

4. Once you've approved all punches, you can close the Timesheet.

To close the Timesheet, select 'Close Timesheet' in the top right corner.

⚠️ For multi-Location users, you can close and export Timesheets on a Location basis.

If you are using this method, be sure to select the correct Location in the 'Location' dropdown before selecting the 'Export' option.

5. With the Timesheet closed, You can export it by selecting 'Export' then 'Toast Payroll.'

6. You can then import your payroll data to Toast Payroll.

The columns included in the Toast Payroll export are:

EE#

EARNING

AMOUNT

⚠️ Contact your Toast Payroll representative if you have questions about this step.