When viewing the pay run, 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.
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.
You can save the mapping options to later re-load them.
Mappings are employer specific so saving them for one employer won't make them accessible when working with other employers.
However, if there are no saved mappings for an employer then it'll default to whatever options you've previously used, regardless of which employer it was for.
Row-based files have one pay amount per line. So if an employee is to have three elements to their payslip you'd need three lines for that employee in your file (more details below).
However, a column-based file let's you have multipe values for an employee on a single row.
You have to set the column options so the system knows which column relates to which paycode. We highly recommend saving your mapping to re-use later.
By default, when using the row-based option, 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 if you've not specified another pay 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.
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 pay run will be updated.