1. Remove unnecessary rows
   • Delete anything above the header and totals below the data
2. Identify gross amounts and hours
   • Match pay item codes to hours and amounts then rename columns with appropriate pay item name (Example; Amount > Gross Regular, Hours > Regular Hours)
3. Delete unnecessary columns
   • Delete rates, blank columns, masked SSNs, totals, direct deposit, etc.
   • Keep only worker name, pay item amounts, pay item amounts, and tax amounts (employee and employer.)
4. Consolidate duplicates
   • Consolidate duplicate pay items into a single column (Example; if the file has Misc. Reimbursement and Other Reimbursement need to be summed into one column and named ‘Reimbursement’)
5. Add columns for payday, period start, and period end. (Found on Payroll Details PDF)
6. Remove dollar signs
   • Convert currency fields to number format
7. Remove any negative (-) signs
   • The system will know it is a deduction based on column header
8. Save final formatted file as CSV

<aside> 🚨

Some Payroll platforms allow clients to record Memo calculations. Memo Calculations are internal tracking entries to record payroll related data that doesn’t affect payment or withholding. The Check system does not currently support memo calculations. These entries cannot be migrated; any memo amounts will need to be tracked separately outside of the Check system.

</aside>