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Payslip Detail - CSV Import

Payslip Detail - CSV Import

Below is an example of a Payslip Detail Import for a Bonus payment. If you have the Created Step set to “For Processing” this means the payslip detail created will pull into the next Pay Run for this employee at the “Process Payslips” stage.

First you will need to create a CSV template example below:

Employee Internal ID

Type

Sub Type

Description

UOM

Quantity

Rate

Amount

PL

Created Step

Approval Status

460

Salary/Wages

Bonus

Bonus

Month

1

500

500

Bonuses

For Processing

Approved

Other fields will default from the Pay Component Sub Type set up (e.g. Taxable, Earnings For Pensions etc).

Import steps below:

If this is the first time you are importing this you may wish to run a test by importing one record (one line of the CSV) to ensure the record created is as intended. Remember when you import the full CSV to remove the line you have already imported.

Navigate to Payroll Administration > Payroll Setup > Import CSV Records

  1. Import Type = Custom Record 

  2. Record Type = Payslip Detail

  3. Select your CSV to import

  4. Click Next

  5. Data Handling = Add

  6. Set up Advanced Options as shown

  7. Click Next

  8. Most fields will automatically map, map any remaining as shown

  9. Click the pencil next to Employee Internal ID 

10. Select the reference type Internal ID

11. Click OK

12. Click Next

13. Enter a name for the mapping and then save and run

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