Including salary benefits in your payroll can be a pain. You either have to manually add salary data for each employee. Or you have to pay an expensive fee to your payroll provider so they do it themselves.
Skip all this by importing an SD Worx-compatible payroll file for all your employees at once.
📥 How to download your SD Worx-compatible payroll export file
Follow these steps
Go to your payroll history
Open the menu of the payroll period you want to download. Click on Download in SD Worx format
👉🏼 Tip: in case of an error when downloading in SD Worx format, check your SD Worx Company ID and Employee ID in your payroll settings. Both should exist of 7 characters. Your SD Worx Company ID will typically have this format: 1Ab1234
📤 How to upload your payroll file to SD Worx
Open the Data Management work area
Click on tile Import
Define a name and any description, and save
On the fasttab Selected entities click 'Add file'.
Choose the file type, the data entity "SD Employee variable compensation", load the file with Upload and add button and wait until you get the confirmation that the data has been read in.
At the top of the bar, click Import
A screen automatically opens where you can monitor the progress of the import.
Through the execution log > Phasing Data, you can view any messages or error messages.
The completed lines have been added in the respective employees' compensation and will be forwarded for calculation at the next relevant closing.
❓ Have any errors?
If the SD Worx system is unable to process certain data correctly, you will be notified of this and the concerned employees will be marked in red. More details can be found in your SD Worx' Notifications tab.
It's best to reach out to your SD Worx contact person if you can't resolve the issue.
Make sure that your SD Worx contact person activated the necessary pay codes first
Check there is only 1 file listed in 'Active files'. If there are two files, then you cannot process the last new one. You have to process or cancel the old one first.
Employees that are not highlighted in red can always be uploaded