Import payroll into a widget

Import information, updates, and changes to the payroll widget.

Import payroll information

Go to Employees in the main menu.
Go to the Payroll tab and click on the import icon as shown below:
You can now upload the payroll information. We advice that you make use of the example file:
Click Continue when you have uploaded the file
Choose between the following options:
- Create new primary employment and new agreement: Choose this option to add and create an entirely new employment that will be marked as primary employment and to add a new agreement to this.
- Create new agreement on primary employment: Choose this option to add a new agreement to an existing primary employment.
- Update only latest agreement on primary employment: Choose this option to adjust the latest agreement on an existing primary employment. In other words, this will overwrite the information on the existing latest agreement.
- Do not create or update agreements: Choose this option if you only want to update the Benefits part. See also the options below.
Select the appropriate information for each element in the drop down list
Click Import

Import payroll updates

Go to Employees in the main menu
Go to the Payroll tab and click on the import icon.
Upload the file containing the payroll information and click Continue
Select the appropriate import option
- Update only latest agreement on primary employment: Choose this option to adjust the latest agreement on an existing primary employment. In other words, this will overwrite the information on the existing latest agreement.
- Update existing benefits (or create if they do not exist): Choose this option to update existing benefits on employee profiles. This option will also create new benefits if the ones you are uploading do not exist yet.
Select the appropriate information for each element in the drop down list
Click Import

Import payroll changes

Go to Employees in the main menu
Go to the tab Payroll and click on the import icon
Upload the relevant file with the changes and click continue
Select the appropriate import option for each element in the drop down list
- Update only latest agreement on primary employment: Choose this option to adjust the latest agreement on an existing primary employment. In other words, this will overwrite the information on the existing latest agreement.
- Update existing benefits (or create if they do not exist): Choose this option to update existing benefits on employee profiles. This option will also create new benefits if the ones you are uploading do not exist yet.
Click Import

Error when importing payroll information

When importing payroll data, you need to make sure that the mapping is correct, but also that your Excel sheet is filled in correctly.

In the screenshot below, all elements are correctly mapped, which can be seen on the right side by the check marks in the green boxes. Here you would expect the Import button to automatically turn green and you can then click on it to complete the import.
The error is not in the mapping of the elements, but in the uploaded Excel sheet. Before importing the Excel sheet and mapping the elements, you must ensure that the data on the columns in the Excel sheet is filled in.

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