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| Bulk import of hours/pay data http://paybackieforum.azurewebsites.net/viewtopic.php?f=3&t=80 |
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| Author: | eamon [ ] |
| Post subject: | Bulk import of hours/pay data |
Payback has a new facility that allows the bulk import of hours/pay data. Using this new facility will reduce data input errors and may greatly speed up how long it takes to process a pay run. To use the new facility, follow these instructions; 1. Make sure you are running at least version 5.07 2. Back up your data 3. Prepare your pay/hours data in your spreadsheet program (Excel) create a new sheet with the following headings, in the following order; Staff Number, PPSNumber, Description, Units, Rate, Amount Note that your data will be matched first on Staff number and then on PPS Number. If you do not record staff numbers, leave this column blank and use the PPS Numbers. If you pay your employees a flat rate, put 0 (Zero) in the units and rate columns, and the amount you wish to pay in the 'Amount' column. 'Description' should read 'wages', 'salary' or 'bonus' etc. Save the spreadsheet as a CSV (Comma separated values) file. 4. In Payback, click on the Payroll icon and on the calendar select the period your file refers to. 5. Click the 'Bulk Import' button at the top of the screen. The Data import screen will appear 6. Click 'Import Data' and select the CSV file from above. 7. Check the data displayed in the grid is okay. 8. Click 'Send to Payroll' if you are happy the data has been correctly matched. 9. In the payroll screen, click 'Pay all' to process the data you have just imported. Note: Multiple elements can be imported for each employee in the same CSV file. |
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