This article explains the different types of data and methods available for upload and download.
Files always contain a header row and can be in Excel XLSX/OpenDocument Format ODF (single or multi-sheet), CSV (UTF-8 ).
The majority of uploaders are for use with row-based files. That means each data is on a different row and each row can use a dynamic set of columns. For example, a payment or deduction only needs one value but any other complex pay time (Salaries, shifts employees) can be fully uploaded. Shift-based files typically include multiple rows per worker to allow for unlimited shift, overtime or hours data. Every input on a pension Pay Item can be uploaded including Scheme, Worker %.
Downloads are always row-based.
This powerful approach allows any data in paiyroll® to be uploaded/ downloaded and edited – this not only includes operational day-to-day data as well as setup data:
| Row-based data uploads | Direct Download or Upload | Data-feed upload |
|---|---|---|
| Formats | Upload XLSX multi-sheet, CSV or ODF Download CSV or XLSX Pay Items workbook | XLSX single-sheet, CSV |
| Location | Local [or mounted] file | Local [or mounted] file or Network SFTP |
| Setup data | Companies Cost centres Departments Pay definitions (including Schemes) Pay schedules Report definitions Workflow definitions | |
| Operational day-to-day data | Employees Pay Items | Workers Salaries Shifts [Overtime, Hours] Salaries Holidays SSP Absences Pay Items |
| Notes | 1 to 1 mapping where 1 row is 1 item. Can be used to download/edit/repair and upload State for companies and employees. | Data feeds include a significant level of automation over and above Direct uploads |
Column-based files – coming soon release 4_2 #
Column-based 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 on the worker.
Below are the inputs that are set on the upload:
- The single value input on any Payments or Deductions
- The Units input on PayPer, Minimum Wage and Salary Overtime
- The Annual Salary for Salary
| Column-based data uploads | Direct Upload | Data-feed upload |
|---|---|---|
| Formats | XLSX/ ODF multi-sheet or CSV | XLSX/ODF single-sheet, CSV or Network SFTP |
| Location | Local [or mounted] file | Local [or mounted] file or Network SFTP |
| Operational day-to-day data | Pay Items | Pay Items |
| Examples | Unlimited number of single value columns for any Payment or Deduction Pay Definition e.g. Hours for Shifts, and Overtime where the rates exist as Pay Items on each worker; Salary, Bonus, Expenses | Ditto |