How to import deductions into payroll

Description of Issue

How can I import deductions into payroll?

Context
  • Munis
  • Versions 2018.1+
  • Payroll Processing
  • Earnings and Deductions
Cause

Client wanted to load a large quantity of deductions records into payroll.

Resolution
  1. Access Earnings and Deductions: Payroll > Payroll Processing > Earnings and Deductions
  2. Click Global > Global Access to Deduction Records > click Import in the ribbon
  3. Select Export Sample and click Accept
  4. Save this file in the normal Excel format
  5. Select Custom Templates > click New Template
  6. Enter the name for the template, enable the settings that File contains headers and Attempt field matching based on headers
  7. Select the export sample as the upload
  8. Click Accept after the file has been loaded
  9. Return to your Export Sample and fill out the deduction information in each row and column as it pertains to each employee
  10. Return to the Import screen, click Define and select Import, define the import file and select the template that you built then click Accept
Additional Information