How to Import Pay Raise Into Employee Job Salary
I need to import pay raises in employee job/salary. What fields do I need for the import.
Payroll
Employee Job/Salary
Employee Import
I. Create an Excel File
There are two ways to create an excel file.
Export information from Employee Job/Salary
Use the Export Sample found in Employee Import program
The file should contain Employee Number, Job Class, Position Number, Pay Code, Effective Date, and Updated Rate
Other columns can be included as desired
II. Find a Template that matches your file
Create a template using the excel file created if one is not available.
Go to Employee Import(Payroll>Employee Maintenance>Employee Import)
Click Custom Templates in the toolbar. Select applicable import type option, click Ok.
Click Create Template in the toolbar.
Template Layout will be Flat.
Define a Name for the template.
Leave delimiter as None if using an .XLXS file. If using a .CSV file, select Other and define a comma (,) in the File Delimiter field.
Under the Input File header, select Browse, and select the import file.
If the import file contains headers, click the checkbox for First line contains headers.
Check the checkbox for Attempt field matching based on headers.
This helps the program create the template for you.
Click Upload
Review the headers. If needed, click the header and choose the correct field header.
Click Save.
III. Complete the Import
Go to Employee Import(Payroll>Employee Maintenance>Employee Import)
Click Define
Select Employee Pay Information Import
Select the template
Select the Excel file
Check Skip First Line
Check Use Automatic Pay Duplication
Click
Output the import record and review for errors.
Post Records prompt will ask, Would You Like to Post Records? Click Yes.