Payroll Mate® Software Tutorials

This tutorial shows how to move employees between companies inside Payroll Mate® software.

Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

Make sure you have the correct Company open inside Payroll Mate

• Click → Reports from shortcuts
• Click → Employee List
• Click → Report Options
• Select beginning and ending pay dates
• Click → OK
• Click → Preview – Export (Report preview will open)
• In preview window, Click → File
• Select Export To → CSV Document
• Select location to save the CSV file
• Click → Save

Open the CSV file inside a spreadsheet program such as Excel

• Edit the employee data to the Payroll Mate format, then Save the CSV file

Go back into Payroll Mate

• Click → File
• Select Open Company
• Select the company to import employees into
• Click → OK
• Click → Tools
• Select Import Employees
• Payroll Mate Import utility will open, Click → Step (1) Click here to Load a generic CSV file
• Select saved CSV file
• Click → Open
• Read the import information regarding importing employees
• Click → OK
• Map each column
• Click → Step (2) Click here to Import the list of employees into Payroll Mate