1. Go to Dashboard found on the left sidebar.

2. Scroll down to the Payroll you'd like to edit by clicking on MANAGE button.

3. In the Payroll Table, click UPLOAD PAY ITEM.

4. Next, click Download Template or Download Existing Data to start.

Note:

  • When Download Template is clicked, an excel file containing all Ad-hoc variable pay items present in the payroll table is seen in the header

    • Only the header for employee ID and Ad-hoc pay item will be seen

    • Rows below are blank.

  • When Download Existing Data is clicked, an excel file containing all Ad-hoc variable pay items present in the payroll table is seen in the header

    • all amounts seen in the payroll table will be downloaded

    • only employees with Employee ID and included inside the payroll run will be generated and eligible to be updated

5. Open the excel template and complete all necessary details then SAVE it.

Note:

  • Only existing Employee ID and Adhoc Pay Item will be editable by bulk upload.

  • If the Adhoc Pay Item not seen in the payroll table, the system throws an error that the Pay Item should exist first in the payroll table before we can process the upload.

  • Adhoc Pay Item Amount entered should be:

    • should be number with decimal

    • if blank/empty → no changes to the amount

    • if zero or not blank/empty → override amount

    • error if ad-hoc pay item was removed in payroll table and pay item, was uploaded in excel

  • Pay items synced with claims are not editable.

6. Once finished, upload the excel data into the system and click IMPORT.

Note:

  • System will show an error if Employee ID does not exist in the company

  • System will show an error "employee ID cannot be empty" if Employee ID is empty but the amount is specified

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