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WFM Payroll Export and FININFO Upload Process

WFM Payroll Export and FININFO Upload Process

Purpose

This knowledge base (KB) document outlines the end-to-end process for exporting payroll data from WFM, preparing the files, and submitting them through FININFO. This process applies to both exempt and non‑exempt (excluded and non‑excluded) employee groups.

Systems & Tools

  • WFM (Workforce Management)

  • FileZilla

  • Excel

  • FININFO

  • Network Drives (\\exeter\payrollshare\WFMBATCH)

Preconditions

  • Payroll period is ready for export

  • Access to WFM, FININFO, FileZilla, and required network drives

Step 1: Export Payroll from WFM

  1. Log in to Infor WFM

  2. Navigate to Payroll Close Wizard

  3. Click Export Pay Period(s) to Payroll System → Next

  4. Select All pay groups → Next

  5. Under pay groups with unauthorized records, select Select All → Next

  6. Click Export Now and then OK

✅ Result:

  • Separate export files are created for:

    • Exempt employees

    • Non‑exempt employees

  • You will receive an email notification when the export completes

Step 2: Locate Export Files (FileZilla / Network)

  1. Open File Explorer → This PC

  2. In the address bar, enter:

\\exeter\payrollshare\WFMBATCH

  1. Navigate to:

    • Interface

    • Export

    • Payroll Export

  2. Locate the newly exported files (use date/time)

  3. Move older files to the Archive folder

Step 3: Prepare Files in Excel

Perform the following steps for each file (exempt and non‑exempt)

  1. Copy and paste the export file to your working location

  2. Add .TXT to the file name (do not change the base name)

  3. Open the TXT file in Excel

  4. Sort data by TRDATE

  5. Delete all transactions:

    • With a date prior to the first day of the pay period being paid

  6. Re‑sort data by:

    • EMPLOYEE

    • TRDATE

  7. Save the file as:

    • CSV (MS‑DOS) (*.csv)

    • Location: \\exeter\payrollshare\WFMBATCH

🔁 Repeat this section for the second file

Step 4: Submit Files in FININFO

This must be done twice:

  • Once for Excluded employees

  • Once for Non‑Excluded employees

  1. Log into FININFO

  2. Select PAY018

  3. Enter:

    • Pay Date

    • Year

    • Batch Number

  4. Select the appropriate CSV file created in Step 3

  5. Click Submit

  6. Confirm processing completes successfully

Step 5: Archive Submitted Files

  1. After successful submission:

    • Save the CSV file to:

Payrollshare / PRTRCSV

Completion Checklist

  • WFM export completed

  • Both exempt and non‑exempt files processed

  • Old files archived

  • CSV(s) successfully submitted in FININFO

  • Files saved to \\exeter\payrollshare\PRTRCSV

Notes & Tips

  • Always verify pay period dates before deleting transactions

  • Ensure file names remain unchanged except for extension updates

  • Watch for the WFM export completion email before proceeding

Owner / Maintenance

  • Process Owner: Payroll Operations

  • Last Updated: April 2026