The basics
The ADP integration allows you to export approved time-off entries directly from Planbase to ADP for payroll processing.
Here’s what the integration does:
Exports approved time-off requests from Planbase to ADP.
Excludes time-off requests with a status of Unapproved or Exported.
Requires a configured pay frequency (e.g., bi-weekly, semi-monthly) and selected pay cycle range for the export process.
Step 1: Accessing and Reviewing Time-Off Entries
Go to the Timesheets section.
Select the appropriate pay frequency (e.g., bi-weekly, semi-monthly) and the pay cycle range you want to export (e.g., December 8–21).
Select both Pending & Approved filters
Review the list of time-off requests. Each request will have a status:
Unapproved: Waiting for manager approval.
Approved: Ready for export.
Exported: Already sent to the payroll system (cannot be re-exported or edited).
💡 Only Approved time will be exported to ADP. Both Exported and Unapproved requests are excluded from the payroll export
Step 2: Previewing the Export
Click Preview Export to see a summary of all time-off requests ready for payroll.
Check the details for each entry, including:
Employee name.
Dates of time-off.
Current status (e.g., “Ready to Export” or “Already Exported”).
You can download the data to excel / csv if further review is required
Step 3: Exporting to Payroll
When ready, click Export to Payroll.
Confirm the action. Once exported, entries are locked and marked as "Exported."
Step 4: Success and Troubleshooting Errors
If an error occurs during the export, you’ll see a red error message in the Status column.
If the request was successfully exported to ADP a green success message will appear next to the requests and it will now be marked as exported
