--- updatedAt: 2025-02-11T23:38:00.000Z agentTools: projectIndex: https://docs.mobiclocks.com/llms.txt --- # Review and export payroll How to review payroll data and export it to third parties. In this topic, you'll learn how to review [payroll](https://docs.mobiclocks.com/docs/admin-app-payroll) data and export payroll reports to third-party software. In order to export payroll reports to other platforms, such as accounting software, for processing, you first need to map pay IDs to establish a connection between the [pay IDs](https://docs.mobiclocks.com/docs/pay-id) in your MobiClocks environment and those in the third-party software. Pay ID mapping can be done from the [Web App](https://docs.mobiclocks.com/docs/introduction-web-app) only. To learn more, see [Map pay IDs for exporting](https://docs.mobiclocks.com/docs/map-pay-ids). The payroll review and approval process takes place in the payroll dashboard, which is accessed through the **Payroll** tab in the left-hand navbar of your MobiClocks Admin App. > 🔒 PERMISSIONS > > You may access the **Payroll** tab if you have the **View "Payroll" tab** permission enabled for your role in **Web App > Administration () > Role Permissions > Payroll**. The payroll dashboard is a [Kanban board](https://www.atlassian.com/agile/kanban/boards) where each item or card represents weekly payroll data generated for a particular [job site](https://docs.mobiclocks.com/docs/admin-app-job-sites). Job site payroll cards are generated automatically by the end of each week and appear under the **To do** column to be reviewed. Continue to the next section to get started with the review process. ## Step 1: Specify date and company To start the review process, you first need to specify two parameters in the payroll dashboard: * **Company**. Choose a [company](https://docs.mobiclocks.com/docs/admin-app-companies) to see corresponding payroll data. An `All` option is available as well to see data for all the companies at once. * **Date**. Select a payroll week. The following screenshot highlights these two filters on the dashboard page. Company and date filters Company and date filters So, as soon as you select which **company** and **week** you want to manage payroll for, you see the available items under the **To do** column and can start reviewing them. ## Step 2: Review payroll To review a particular job site payroll card, you need to select it to navigate to the details page. The details page includes all the relevant [timelogs](https://docs.mobiclocks.com/docs/timelogs) that have been generated under the selected job site. The list of timelogs consists of the following columns: * **Employee Name**. Name of the [employee](https://docs.mobiclocks.com/docs/admin-app-employees). * **Company**. Employee's [company](https://docs.mobiclocks.com/docs/companies). * **Cost code**. The [cost code](https://docs.mobiclocks.com/docs/admin-app-cost-coding) assigned to the timelog. * **Pay ID**. The [pay ID](https://docs.mobiclocks.com/docs/pay-id) of the timelog. * **Payroll Item**. The name of the payroll item in the third-party software that corresponds to the timelog's pay ID. See [Map pay IDs for exporting](https://docs.mobiclocks.com/docs/map-pay-ids). * **Pay Class**. The [pay class](https://docs.mobiclocks.com/docs/pay-classes) of the timelog if any. * **Timelog**. The duration of the [timelog](https://docs.mobiclocks.com/docs/admin-app-timelogs). The following screenshot shows an example of a job site payroll card details page. Payroll item details Payroll item details ## Step 3: Approve payroll After reviewing the job site card, you can proceed with approving it. There are two methods you can use for approval: * Select the **Approve payroll** button from the job site payroll card's details page. * Drag and drop the card to the **Approved** column in the **Payroll dashboard**. > 🔒 PERMISSIONS > > You may approve payroll if you have the **Approve payroll** permission enabled for your role in **Web App > Administration () > Role Permissions > Payroll**. If there are any issues and payroll cannot be approved, you are notified about it through a dialog box that has details on the issues. The following issues are possible: * **Missing cost codes**. One or more timelogs are not [cost-coded](https://docs.mobiclocks.com/docs/admin-app-cost-coding). * **Missing payroll item mapping**. One or more payroll items are not [mapped](https://docs.mobiclocks.com/docs/map-pay-ids). * **Missing punches**. There are timelogs with [missed punches](https://docs.mobiclocks.com/docs/admin-app-flags#flag-types). The following screenshot shows an example of an error dialog box that appears when a job site card has issues and cannot be approved. Payroll error details Payroll error details If there are no issues, and the payroll is eligible for approval, you see a dialog box to confirm the approval or cancel it, as shown in the following screenshot. **Approve payroll** dialog box **Approve payroll** dialog box > 📘 NOTE > > If a payroll is approved, all the related timelogs become locked and cannot be edited. Lastly, if for some reason, the approval needs to be reverted, you can move the card to the **Rejected** column. > 🔒 PERMISSIONS > > You may reject payroll if you have the **Reject payroll** permission enabled for your role in **Web App > Administration () > Role Permissions > Payroll**. There is also an option to **Lock payrolls** in the **Approved** column, to prevent them from being rejected. > 🔒 PERMISSIONS > > You may lock payroll if you have the **Lock payroll** permission enabled for your role in **Web App > Administration () > Role Permissions > Payroll**. The **Lock payrolls** action is accessed from the more icon ( ) in the **Approved** column, as shown in the following screenshot. Lock payroll **Lock payroll** action ## Step 4: Publish payroll Finally, you can move a payroll card to the **Published** column if you want to send it to a [connected software](https://docs.mobiclocks.com/docs/integrations-overview) to be processed. See [Payroll publishing](https://docs.mobiclocks.com/docs/how-integrations-work#payroll-publishing) for more details. > 🔒 PERMISSIONS > > You may publish payroll tab if you have the **Publish payroll** permission enabled for your role in **Web App > Administration () > Role Permissions > Payroll**. After moving the item to the **Published** column, you can monitor its status. You are notified if the item has been published successfully or if there have been any issues. The following screenshot shows an example of a failed attempt. Failed publishing attempt Failed publishing attempt In such cases, you can enter the payroll card details page and learn more about the reasons for failure in **Payroll history**. Payroll History Payroll History After addressing the issues, you can select the **Retry** button in the payroll dashboard to try publishing the payroll item again.