CSV Templates, Student Loans, AEOs and DPS updates.

Posted on Monday, 17th Jan '22

Anna Stephens by Anna Stephens

Here’s wishing you a Happy New Year and welcoming you into 2022 with What’s New for Staffology. Here is an update on some of the recent changes we introduced at the end of last year. 

CSV Templates

In Payroll, you now 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 you have already created.

To download your chosen CSV template:

  1. Select the download icon
  1. Choose the relevant template
  2. The chosen template will download

Import Payments – Column-based Reporting

For column-based reporting, if you have your own templates, you can now 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. From Payroll, select Import Payments
  2. Under Import Payments Information, choose CSV File for…
  3. Select Skip upload and manage templates
  4. From Mapping Template: select the relevant CSV you require
  5. Choose the required option from Download as
  6. The chosen template will download

Student Loan Plan Type

When using the + Add New option for employees, you can choose the Student Loan plan type from the drop-down list; this includes the plan type options One, Two and Four. A new field is also available for PostGrad Loan; this has the options of Yes or No.

Attachment of Earnings Orders

When you Add New AEO for an employee, after selecting Create AEO, you can now choose to Include Bank Details.  Select this to enable the following fields for you to complete:

  • Bank Name
  • Bank Branch
  • Bank Reference
  • Account Name
  • Account Number
  • Sort Code

DPS Updates

DPS updates can now be automatically applied when submitting for processing (should they not have been applied when you opened the pay run).

Share Your Ideas

If you have any ideas for enhancements, please let us know directly via the Staffology Ideas Portal

Please pay a visit, create new ideas and vote on ideas others have raised. We will give you feedback and let you know how we incorporate them into our roadmap. 

Anna Stephens, January 17th, 2022

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