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
Import Type = Custom Record
Record Type = Payslip Detail
Select your CSV to import
Click Next
Data Handling = Add
Set up Advanced Options as shown
Click Next
Most fields will automatically map, map any remaining as shown
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