Import payment information

On the Payroll section, Payslips tab, select Import Payments and choose where you would like to import data from:

Downloading a template (CSV)

You have the option to export blank CSV templates for completion – Download CSV – basic (only code and name). Here, you can also select any column-based templates already created.

To download your chosen CSV template:

1. Select the download icon.

2. Choose the required template. The chosen template will download for you to complete and then import.

   Example CSV - basic (only code and name)

Import Payments – Column-based Reporting

For column-based reporting, if you have your own templates, you can download:

• CSV – Column headings only, or

• CSV – populated (including the data from the current pay run)

To download your template based on either CSV – Column headings only or CSV – Populated:

1. Go to Payroll and select Import Payments.

2. From Import Payments Information, choose CSV File for…

3. Select Skip upload and manage templates.

4. From the Mapping Template list, select the relevant CSV you require.

5. Choose the required option from Download as - the template will now download for you.

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