Heartland Payroll Export

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 Heartland-ready format.

This feature is only available on the Works plan or higher.

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

If this setting is enabled, Employee hours will be split into separate columns in the spreadsheet, but will not be associated with a wage code (this can be manually added to the spreadsheet before uploading to Heartland)

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.

In the export, the column LABOR VALUE 1 is the Location code (Payroll Export Shop Number in Heartland). 

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:

Contact your Heartland representative if you have questions about this step.
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