Download a compensation reference file from Staff & setup.

1. Review the staff setup

Open Staff & setup → Staff pay rates. Check missing compensation, codes and effective dates.

2. Choose Export rates

Use Export rates above the staff table.

Export rates is above the staff compensation table.

3. Check the file

The CSV includes full_name, external_payroll_code, comp_type, hourly_rate, annual_salary, effective_date and notes. Invited staff are excluded.

4. Handle the file appropriately

Share compensation data only through your organization’s approved payroll process. Compare the file with the provider’s required format before importing.

Before you finish

• This is a pay-rate reference export, separate from the three timesheet-hours exports.

Related guides

• Setting a Staff Member’s Pay Rate

• Adding Staff Payroll Codes

• Handling Staff Without Payroll Codes or Pay Rates

• Understanding the Difference Between the Three Export Types

Screenshots show an example center. Pay periods, approval, rounding, breaks and overtime settings depend on your organization’s configuration.