HR reports and payroll system exports

Step by step

Export to Płatnik, Symfonia, or CSV

1. Open HR → Reports. The screen is called HR reports.
2. Scroll to Payroll system export.
3. Choose one of three tiles: ZUS Platnik (XML), Sage Symfonia, or Generic CSV. The tile determines the format; there is no format switch in the window.
4. Set Date from and Date to in the window. These are the only two fields; the export always includes all employees, with no employee filter.
5. Click Export. The file downloads straight away, with a name that includes the date range.
6. Open the file and check that it is not empty before importing it into a payroll system; the warning below explains why.

Only approved workdays are included. A day still waiting in the approval queue will not be in the file (Event log, corrections, and workdays).

Export the event log

This is a separate path and separate data: raw clock-ins, not workdays.

1. Open Advanced → Event log.
2. Set the list filters to include the records you want to export.
3. Click Export; the Export event log window opens.
4. Choose a scope: All filtered or Selected only.
5. Choose a Format: Excel, CSV, JSON, or XML.
6. Under Columns, uncheck anything you do not need, or use the All / Default shortcuts.
7. Click Generate.

Dashboards under Reports → Attendance

The last two require warehouse reporting permission, not HR permission. A role limited to HR sees two fewer items in the attendance reports group. This is not a fault; those reports calculate productivity using picking data.

Grant permissions for individual reports in roles, under field permissions (Field permissions — individual fields and individual actions).

Manager dashboard

In addition to dashboards, there are operational views: team overview, approval queue, anomalies, compliance violations, and live status.

The approval queue brings leave, overtime, and correction requests together (Leave requests — workflow and allowance).

Anomalies and compliance

The module detects anomalies (unusual work-time patterns) and compliance violations (labor-law rules). You can acknowledge an anomaly, take it for investigation, or resolve it. A violation also offers the option to waive it with a reason.

Both workflows record who made the decision and when.

Exports

There are three payroll formats — Płatnik, Symfonia, and CSV — plus a separate event log export with selectable columns (Event log, corrections, and workdays). The “Step by step” section above explains how; here is where those numbers come from.

Exports use workdays, not clock-ins. Workdays are generated automatically after each clock-in (Event log, corrections, and workdays), but an employee without an employee record will not have them, and a day marked missing clock-out will not be calculated correctly until corrected. Test an export on a short period before relying on it for payroll (HR module pitfalls).

Employee self-service

An employee can see their own data without HR module permission; they only need to be signed in and have an employee record. They can view their own attendance and summary, clock in and out, and use a verification code.

Leave requests are the exception: they require Attendance module permission, even when employees submit their own requests (HR module pitfalls).