Creating New Salaries - CSV Import

Owned by Infinet Support (Unlicensed)
Last updated: Apr 27, 2023

  1. Create a spreadsheet with necessary headings and save as a CSV

    Internal IDEmployee NamePay Component Sub TypeQuantityRateAmountStart DateP&L Account
    The employee's NetSuite internal IDThe employee's name

    If the employee is wages = Normal Time

    If the employee is salary = Base Salary

    The quantity

    If "Normal Time" = number of hours

    If "Base Salary" = 1

    Hourly rate if "normal time"

    Annual salary if "base salary"

    		Quantity * Rate

    The date the pay component started

    		The P&L Account

    If necessary you can add in a “back date to” date and this will set a date to back date the payment (Salary only)

  2. Go to Payroll Admin > Payroll Setup > Import CSV Records

  3. Set the Import Type to "Custom Records"
  4. Set the Record Type to "Pay Component"
  5. Select your CSV file
  6. Click "Next"
  7. Data Handling = ADD 
  8. Open Advanced Options and ensure "Log System Notes for Custom Fields" is ticked
  9. As we are updating a base salary set the Custom Form to "Salary/Wages Pay Component Form"
  10. Ensure "Run Server Suitescript and Trigger Workflows" is ticked

  11. Many of the fields will map automatically based on the headers matching the NetSuite Fields. Check that the fields are mapped correctly

    To map to a line, make it active by clicking the line, arrows will appear on either side of it when it is active, then click on either the NetSuite field or CSV field to map it to the line

  12. You can hard code or edit the mapping by clicking the "edit" pencil on the line in question. You will need to hard code the P&L Account (unless you have it in your CSV), Pay Component Type, Pay Component Sub Type, UOM.
    Pay Component Type = Salary/Wages
    Pay Component Sub Type = Base Salary or Normal Time
    UOM = Year (for Base Salary) or Hour (Normal Time)
  13. By hard coding it will set the same value on each of the records you import.
  14. Ensure that the Employee is mapping to the correct identifier by clicking the pencil on the line
  15. Set it to Internal ID/Name/External ID depending on what you have set on your spreadsheet. We always suggest using a unique identifier like the NetSuite Employee Record Internal ID rather than name. Name as the employee reference should be the last resort. 

  16. Once mapped click Next

  17. Save (remove the ID, rename) and run