Follow this guide if you need to upload Column-based files. These files have one row per worker with multiple columns. Each column must be named according to an existing user-defined Pay Definition. The single value for each column is used to update an existing Pay Item or Pay Item input on the worker.
Formats #
You can upload in CSV or XLSX formats. Using XLSX, the works_id column must be formatted as text, not numeric.
Example #
Below is an example showing how Monthly Salary, Basic Pay and Holiday pay can be uploaded for 2 locations (HQ and Shops):
Setup #
Setup > Report Definitions > Add > Upload pay item Columns from CSV
Enter your preferred Name and Description.
Columns: Carefully edit the Columns JSON to map each file column cell to a Pay Item input.
Select the pay Schedule.
Skip rows: If the header starts on a different row after the first row, enter the number of rows to skip.
Detailed description #
This Universal Upload pay items Columns facility can upload:
- Hours-only shifts. Similar to Universal Upload shifts, but uploads the Hours only. The Rates are held and managed in paiyroll®, and only the Hours are exported from a T&A system.
- Payments and Deductions.
- All other Pay Items by named input
Each row specifies an employee and input values for multiple pay items. For each Pay Item:
- If all the inputs are blank, nothing is uploaded.
- Nothing is uploaded if all the numeric inputs are zero and the Pay Item does not exist.
- If the Pay Item does not exist, the given inputs will be supplemented with the inputs from the pay definition (i.e. as a set of defaults).
- The Pay Item will be created if necessary, and input values will be uploaded to it.
- If the Columns setting maps the column heading to the name of a Pay Definition, which is Shift-like, for example:
"Basic": "{BasicHours}",
"Overtime15": "{OvertimeHours}",
"Overtime20": "{WeekendHours}", Then, a single cell value is applied to the “Hours” input.
Each column with an input value to be uploaded is processed as follows:
- Note that if the Pay Item has to be created, the Rate will be defaulted from the Pay Definition, so if per-employee custom Rates are required, the Pay Item must be edited to set the required Rate. The Pay Item upload wizard (and the associated download capability) can be used to streamline this process.
- Custom pre-processing allows each Shift-like Pay Item to be presented on payslips using a tailored, and automatically completed, “display-as” format. This can be used to show the details of the Shift worked (and so meet any statutory requirement for such granular information).
2. Otherwise, if the Columns setting maps a column heading to a Payment or Deduction Pay Definition name, for example:
"Expenses": "{Expenses}",The single cell value is applied to the “basis” input.
3. Otherwise, the Columns setting(s) must map one or more column headings to the Pay Definition name and input name pairs with a “.” in between, for example:
"Annual Salary.Next Base Salary": "{Salary}",
"Annual Salary.Next Effective Date": "{EffectiveFrom}", The cell values are applied to the named inputs.