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Payroll: Download Instructions

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Michael Nunemacher
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IMPORTANT: These instructions are for our original Payroll Export system. We are moving all customers to our new Payroll Export system. View updated instructions here: "Payroll: Download Payroll Export Files".
 
Logic Forte can provide custom-formatted payroll data files with employee information, labor hours, tips, meal charges, and other data for most payroll systems.
 
Follow these instructions if you will be manually downloading payroll data files from our Sonic Reporting website and importing those files into your payroll system.
 
 

Standard Payroll Download Instructions

For many customers, Logic Forte reviews payroll data and approves/finalizes the payroll download for each location. If we review payroll for your stores, you will receive an e-mail notifying you when payroll has been reviewed and approved. Once you receive that e-mail, login to our web site and download the files.
  1. Login to Logic Forte (https://secure.logicforte.com/)
  2. Open “Payroll Manager” (choose “Payroll” from the “Accounting” menu)
    Note: You must login as a Payroll Administrator to access the “Payroll Manager” page. You should NOT share your login with other users! If multiple employees need access to Payroll Manager, ask us to setup a login with Payroll Administrator access for each user.
  3. Confirm you are reviewing correct Franchise Group (Only applicable if you manage payroll for multiple franchisees).
  4. Confirm you are reviewing correct Pay Period (e.g. 12/16-12/31).
  5. Review total Hours and Tips for each store.

    Note: “Payroll Manager” shows payroll totals for each store, including number of days each store has reported labor hours and number of days each store has reported tips. Click the expand icon next to the store to view hour and tip amounts for individual days of the pay period.

    Hours: Each store should have hours for every day of the pay period, unless the store was closed on certain date(s) (e.g. Repairs, Weather, Thanksgiving, Christmas, etc).

    Breaks: For stores running the Infor POS, most days will show several hours in Breaks. For all other POS platforms, the Breaks column should always show 0 hours. If the store does not use Infor but shows hours here, this is a sign that one or more employees did not clock out properly on that day.

    Tips: Each store should show Tips for every day of the pay period, except for reasons described above or if store is under-reporting tips.

  6. Click “Download” checkbox next to each store that you are ready to download.
  7. Click “Download” button at the bottom of the page to download a ZIP file containing payroll data for the selected stores.

    Note: You can download the same store multiple times. The data you receive will always be the same since we do not modify payroll totals for approved stores.

    Note: If any stores are incomplete, skip the approve/download steps for those stores. You will receive an additional e-mail notification when the incomplete stores are ready for download. After you receive this notification, login and download that store's data.

 
 

Customer Managed Payroll Download Instructions

Some customers need to manage their own review and approval of their payroll downloads (e.g. they process payroll on a schedule other than semi-monthly, etc). For these customers, the process is similar to our Standard Payroll Download Instructions above, but has a few more steps:
  1. Login to Logic Forte (https://secure.logicforte.com/)
  2. Review “Store Reporting Problems” on the homepage. If no stores are listed in this section, we are not aware of any sales/payroll data problems. If a store is listed and does not show sales for the entire pay period (Last Sales Reported) or did not transfer data the day after the pay period ended (Last Store Transfer), we are likely missing hours/tips for at store.
  3. Open “Payroll Manager” (choose “Payroll” from the “Accounting” menu)
  4. Confirm you are reviewing correct Franchise Group (Only applicable if you manage payroll for multiple franchisees).
  5. Confirm you are reviewing correct Pay Period (e.g. 12/16-12/31).
  6. Review total hours and tips for each store.

    Note: “Payroll Manager” shows payroll totals for each store, including number of days each store has reported labor hours and number of days each store has reported tips. Click the expand icon next to the store to view hour and tip amounts for individual days of the pay period.

    Hours: Each store should have hours for every day of the pay period, unless the store was closed on certain date(s) (e.g. Repairs, Weather, Thanksgiving, Christmas, etc).

    Breaks: For stores running the Infor POS, most days will show several hours in Breaks. For all other POS platforms, the Breaks column should always show 0 hours. If the store does not use Infor but shows hours here, this is a sign that one or more employees did not clock out properly on that day.

    Tips: Each store should show Tips for every day of the pay period, except for reasons described above or if store is under-reporting tips.

  7.  Click “Approve” checkbox next to each store that you are ready to process.
  8.  Click “Approve” button at the bottom of the page to finalize payroll for the selected stores.

    Note: Our system will NOT update/modify the payroll totals for a store after approval. If you accidentally approve a store with missing hours or tips, ask us to clear the approval so that our system will keep trying to download the missing data.

  9.  Click “Download” checkbox next to each store that you are ready to download.
  10.  Click “Download” button at the bottom of the page to download a ZIP file containing payroll data for the selected stores.

    Note: You can download the same store multiple times. The data you receive will always be the same since we do not modify payroll totals for approved stores.

    Note: If any stores are incomplete, skip the approve/download steps for those stores. You can come back later and download their data separately after we have received the missing information.

END

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