Step 1: Initiating the bulk upload.
Under Quick Links on the Dashboard or under People > Bulk Salary Revision
Step 2: Template download
Choose the salary effective date from which the salary revision will be effective and click the download now button.
Step 3: Template upload
In the template file which is downloaded,
Fill the revised CTC column for employees on default salary structure.
Fill the new component wise breakdown for employees on custom salary structure.
DELETE the rows for employees which don't have any salary revisions.
Step 4: Incase of errors
Click get error report to download the list of errors.
2. Fix the errors as mentioned in the errors column.
3. Click replace file and re-upload the fixed file.
Step 5: Successful file-upload
Incase of successful file-upload click continue
Step 6: Preview and confirmation stage
Click download arrear report, for a breakdown of arrears component wise (to check for discrepancies if any)
Click proceed to confirm, if the changes made are as per your requirement.
If certain components don't match as per your requirement, you can still click proceed to confirm and then edit them individually from the Run Payroll screen.
Step 7: Post confirmation
The arrear components will auto reflect on the run payroll screen under additions.
You can edit them if they are not as per requirements by clicking Edit>>Arrears and changing the components.
🚨 Important Note
XPayroll does not take care of PF and ESIC arrears, both payment and filing need to be handled seperately outside.
For employee level salary revision refer to this help article