These instructions are for customer who download Payroll Export files for their payroll software at the end of each Payroll Period.

Background: Logic Forte collects labor information from the Point of Sale (POS) at each of your locations. We can use this information to transfer Payroll data for each of your locations to your payroll system (e.g. Accounting CS, ADP, APlus, CEO HR, Oasis, Paycom, Paycor, Synuity, etc). We can help you streamline your Payroll process and prepare ready-to-import data files your Payroll System.

HR Integration: If you maintain your Employee records in a dedicated HR system (e.g. Eight HR, Paycor, etc), we can integrate with your HR system. HR Integration will allow us to display Employee details and Pay Rates from the HR system (instead of POS Employee details and Pay Rates) throughout our platform and in your Payroll Export files.

Logic Forte Payroll Export Page

Download Payroll Export Files

1. Sign In to Logic Forte (visit https://logicforte.com/, click Sign In)

2. Go to the "Payroll Exports" page (click "Payroll Exports" in the "Accounting" menu)

3. Update Search settings (display all locations and correct period)

• Click the "Search" button
• Increase "Show Stores" to display all of your locations on a single page, instead of the default 10 locations per page. This allows you to select all locations when you Preview, Approve, or Download your Payroll Export.
• Adjust "Year" and "Period" if necessary. Payroll Export page should automatically display correct period.

4. Review Stores

• "Hours", "Cash Tips", and "Credit Card Tips" status should show "OK" for each location (meaning Hours, Cash Tips, and Credit Card Tips have been received for all days) unless a location was closed during the payroll period (e.g. Thanksgiving, Christmas). Click on the status icon for more information. If not "OK", check your Logic Forte dashboard or contact us for a status update.
• "Review" status should show "OK" for each location (meaning there are no items to review). Click on the status icon for more information. If not "OK", click on the "View Payroll Period" icon or contact us for assistance.

5. Preview Payroll Export - You can download a Preview Spreadsheet that includes "Summary" worksheets containing the Payroll totals we will send to your Payroll System for the selected locations and "Detail" worksheets containing all of the data we use to calculate each summary line (e.g. individual Time Clock details).

• Click the checkbox next to "Download" to select all locations
• Click the "Preview" button below store list to download a Preview Spreadsheet for the selected locations

6. Approve Stores - Finalize your Payroll Periods for each location. Logic Forte will not make any further changes to a Payroll Period once it has been approved.

• Click the checkbox next to "Approve" to select all locations
• Click the checkbox next to any location you are NOT ready to approve to un-select the location (e.g. Days or Tips are not OK)
• Click the "Approve" button below the list of Payroll Periods
• After you approve a location, the Approve status will change from "Ready" to "Approved"
• After you approve a location, the Download status will change from "Approve" to "Ready"

NOTE: Logic Forte will approve your Payroll Exports for the first few months so we can review your exports and communicate any issues we are seeing. This will help you recognize and understand how to handle any export issues that might arise (e.g. missing days, missing tips, items to review, etc). You can request access to approve Payroll Exports yourself after you are comfortable with the Payroll Export page. If the "Download" status shows "Approve", contact us and we will review/approve your Payroll Periods.

7. Download Payroll Export Files - This will download a ZIP archive containing all of the Payroll Export Files your Payroll System requires for the selected location(s).

• Click the checkbox next to "Download" to select all locations
• Click the checkbox next to any location you are not ready to download to un-select the location
• Click the "Download" button below the list of Payroll Periods
• After you download a location, the Download status will change from "Ready" to "Downloaded"

WARNING: Once you approve a Payroll Period, we will no longer update the information for that Payroll Period, even if we receive updated information from your Point of Sale. Contact us if you accidentally approved a location so that we can clear the approval.