Here we'll take a look at some of the common issues that might arise when importing your payroll.
Budgyt has a manual import method for importing you payroll detail. This can be found by going to Import/Export > Manual, and choosing Employee Payroll Import from the Importer Type menu. You'll see a Download Template link, click on this
When you download the template and populate it with data you should see something like this:
This template is your import file, DO NOT delete any of the instructions and notes above the data, these are all part of the import.
Other things to watch out for:
- If you have employees whose salary will be split between multiple departments, you must enter a separate row for each department as shown in the example above.
- For hourly employees enter the hourly rate and monthly hours per department on each department row.
- For salaried employees enter the total annual salary, then the percentage (as a decimal e.g. 0.2 = 20%) for each department.
- DO NOT enter any data in the columns to the right of the table.
- DO NOT change the format of any of the cells
- Save the file as an Excel file. Most of our other imports are csv files, this one is not.
- Check that each row has a complete set of data. Termination dates are not required, and you don't need to fill the hourly fields for salaried employees and vice versa.
- Ensure that your Employee Codes are unique, you cannot have more than one employee with the same code.
- Your Department and Target Category codes should be just the codes, not the names, e.g. in the Department Code column, 103 is correct, 103-Admin is incorrect and will not import.
When you import the file you will choose the budget to which you wish to import, and the year within that budget.
Then you will choose to Add Data (this adds all employees in the import file to those currently in your budget) or to Find/Replace data with matching Employee Code (which as it suggests, will replace any employee currently in the budget with the new data in the import file).
Once you have run the import, you will see an Import Status report downloaded, which will look like your import file, but will have an additional column on the right indicating if a row was successfully imported, or if there was an error of some kind.