Integration with Loaded Reports

Modified on Fri, 4 Jul at 11:00 AM

Crystal Payroll seamlessly integrates with Loaded Reports. To get started, we need to confirm a few things — firstly, that Loaded Reports' "Pay Codes" match those in Crystal Payroll.

In Crystal, go to "Company Settings", then "Costs Settings", and then "Jobs". On this page, you'll see the pay codes listed under the "Job Number" column. To change a code, click the blue text and enter the correct number. To add a new code, simply click the blue "Add" button.

In Crystal, also make sure your employees have "Staff IDs". To check this, go to "Employee Settings" and then "Employee Details". When you select an employee, their details page will show if a "Staff ID" has been entered. To assign one, simply type a number in the textbox and click "Save".

Now, in the Loaded Reports website, click "Time" at the top of the page. Then, from the dropdown menu on the left, select "Management". Under "Management", click "Roles" to view the pay codes listed under the "Department Codes" column.

To verify "Staff IDs" in Loaded Reports, click "Time" at the top of the page, then "Manage" from the dropdown on the left, and then "Staff Members". On this screen, click the "More" button on the far right to edit and save staff codes.

Once everything is set up correctly, you can begin the import. In the Loaded Reports website, click "Time" at the top, then "Time Clock" on the left sidebar, and then select "Punches By Staff".

On the far right, click "Select" and choose the time frame that matches your pay period, such as "Week". Select the appropriate period and then click "Export" on the left side of the screen. The system will download a file to your computer. Do not open this file, as doing so may corrupt the data.

Now log in to Crystal Payroll to upload the file. Go to "Process a Pay" and then "Time and Income". On the timesheet screen, click the "Data Import" button on the left-hand side. Then click "Browse", select the file you downloaded from Loaded Reports, and click "Yes".

Your timesheet will now be automatically populated with information from your Loaded Reports account.