Follow the steps below to ensure accurate and efficient data transfer to Smartly.
Step 1: Access the Pay Summary Report
In Fergus, click on the Reports icon (3-bars icon).
From the dropdown list, select Pay Summary Report.
Step 2: Set the Date Range
Choose the desired time period by selecting Week, Fortnight, or Month.
Select the specific date using the date picker.
Step 3: Generate the Report
After setting the date range, click on Run to generate the report.
Step 4: Review and Lock Time Entries
Review the report for accuracy.
Once satisfied, lock the time entries to prevent any further edits by ensuring the processed time entries are locked.
Step 5: Export the Report for Smartly
Click on the down arrow next to Download CSV.
Select Smartly CSV Export from the dropdown menu.
Step 6: Upload to Smartly
Upload the exported CSV file directly into Smartly for payroll processing.
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