Import Payment Amounts (CSV)

Using this method will overwrite any basic pay amounts that have been set for the employee on the payrun.
Any additional lines that have been set won't be changed unless you are importing multiple lines for the employee.

When viewing the Payrun, look for the "Import Payments" button near the bottom-left of the page. Click this button.

If you have multiple pay periods (ie: monthly and weekly) then you'll be asked to select which period you're importing for.

Click on the appropriate option to upload your CSV file.

Mapping Fields

You'll now be given the opportunity to map the fields from your CSV file.

As a minimum you must have the Payroll Code for each employee and an amount.

If you're paying by the day or by the hour then you can also set a field to say how many days or hours to pay for.

Multiple Lines

By default we assume that whatever you're importing is for the regular pay amount for the employee and it'll be assigned to the relevant code.

But you can also import multiple lines for the employee.

To do this you'd just have two (or more) rows in the CSV with the same employee Payroll Code.

It's highly recommended that if you do this you also use a column to specify what Pay Code the payment should be assigned to.

Behaviour Options

You have three choices when it comes to selecting the behaviour

Replace Current Payments
Current values for the regular pay will be replaced by the data you provide.
The first line for an employee will be used as the regular pay. Any additional lines will be added.
If you don't provide any additional lines then any lines already present on the entry will be removed.

Replace Lines only
Current values for the regular pay will be kept as-is.
All lines in the data you provide will be used to replace any additional lines on the entry.

Append to existing lines
Current values for the regular pay will be kept as-is.
Any current additional lines will be kept
All lines in the data you provide will be appended to any existing additional lines on the entry.

Once you have mapped your fields and set your options simply click the "Import Data" button and your payrun will be updated.

Notes

  • All employees in the file must be paid on the same basis, ie: hourly, daily or a fixed amount for the period.
  • All Payroll Codes present in the file must also be present in the payrun.
  • Any employees on the payrun that are not included in the file will not be changed.
  • The next time you import data, your mappings and other options will be remembered to save you re-entering them.

Need more help? Email hello@staffology.co.uk