My Daily Work à Mass Actions à Payroll à Get External Data

1.      This mass action can be utilized to post new or more accurate values of paycodes upon employees’ “Payroll” records; via an external Excel sheet.

2.      Prepare a relevant excel sheet with the following columns structure; Emp. ID’, ‘Name’, ‘Input Amount’ for paycodes. Also you may add ‘Balance’, GL Account Number’ & ‘Comments’ columns. Afterwards, you may specify the value of the ‘Post’ column; either with value (1) for posting or (0) for not posting.

3.      Select the required ‘Paycode’; whose amounts will be posted.

4.      Select required ‘Payroll Group’ to apply more filtering criteria upon the employees; entered at the excel sheet. Thus, in case no ‘Payroll Group’ is selected, the system will import all the employees specified at the excel sheet, regardless of the payroll group to which they belong.

5.      Choose file to select the predefined excel sheet, then press Import link.

6.      Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.

7.      You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

8.      Check this paycode details before posting, via pressing ‘Print’ link.

9.      Click Post to load a batch of paycode records with various details for a group of employees.