In this article, you can read about how to import employee payroll information.
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From the main menu, go to
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2. Go to the tab.
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Click on the icon
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Upload the file containing the payroll information and click .
Important
Before uploading make sure that your file has the correct format. Download the example.xlsx file to learn how to build your Excel file. This file contains comments for certain columns, and the columns marked with a red * are mandatory information.
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5. Select the relevant import option.
Employment agreements options
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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.
Be aware of the mandatory fields in the yellow warning.
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Create new agreement on primary employment: Choose this option to add a new agreement to an existing primary employment.
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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.
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Do not create or update agreement: Choose this option if you only want to update the Benefits part. See also the options below.
Benefit options
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Create new benefits: Choose this option to create new benefits.
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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.
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Do not create or update benefits: Choose this option if you only want to update the agreements part.
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Map each element with corresponding information from the dropdown list
Tip
In the yellow warning pop-up, you can see which elements are mandatory to map.
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Click and a background job is started
Tip
You do not need to wait for the import to be finished as a background job is running. You can always go back to the Payroll tab to see if the progress bar is still running. If not, then the import is completed.