Heartland Payroll Export
If you are using 7punches for time-clocking, you can now export your worked hours in a Heartland-ready format.
1. Activate Heartland Export:
To enable the export, you'll need to do the following:
1. Hover over the 'More' menu > Integrations > then click on 'Add Integration'
2. Scroll down, select Heartland, and click 'Add'
3. Click on Heartland > Settings:
4. Click 'Activate'
5. Choose whether to split hours by Role
6. Click on 'Edit Employee IDs' or 'Edit Location Mapping' to navigate to the mapping page. You will need to complete both the Location and Employee mapping before setup is finalized.
2. Prepare your Export File
Before you can run the Heartland payroll export, you'll need to ensure that you've properly approved all punches and closed your timesheet.
1. Click the Time Clocking tab at the top of the screen, then select the appropriate Pay Period
2. From there, review and 'Approve' or 'Modify' any unapproved punches, or choose to 'Approve All'
3. For multi-Location users, you can also choose to sort by Location and approve punches by Location
3. Export your Timesheets for Heartland
Once you've approved all punches, you're ready to close the Timesheet.
1. For multi-Location users, you can now close Timesheets on a Location basis. However, the Heartland export will export punches from all locations, regardless of if Timesheet is closed.
2. To close the Timesheet, select 'Close Timesheet' in the top right corner
3. You can now export the Timesheet by selecting 'Export' then 'Heartland'
4. You can now import your payroll data to Heartland
The columns included in the Heartland export are: