Differences

spay:hrmsprocguide:salary_increase_import [2020/01/18 17:13] mclement		spay:hrmsprocguide:salary_increase_import [2022/01/15 16:19] (current) mclement
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	====== Salary Increase Excel Import ======		====== Salary Increase Excel Import ======
-	Salary increase amounts can also be imported using an Excel file as shown below.	+	Salary increase amount can also be imported using an Excel file as shown below.
-	===== Government Salary Increase Excel Import=====	+	===== Salary Increase Excel Import=====
-	To import the Government Salary Increase Excel file, follow the steps below:	+	To import the Salary Increase Excel file, follow the steps below:
-	{{:spay:hrmsprocguide:hrms_salary_increase_import1_2020.png|}}	+	{{:spay:hrmsprocguide:hrmssalincexceltemplate.png|}}
-	**  * Step 1:** Go to Payroll	+	**  * Step 1:** Go to Payroll/Monthly Procedures/Import-Pre-Payroll
-	**  * Step 2:** Click Monthly Procedures	+	**  * Step 2:** Click Payments/Deductions transactions
-	{{:spay:hrmsprocguide:hrms_sal_inc_download_templ_2020.png|}}	+	{{:spay:hrmsprocguide:hrmspaydeddownloadtemplate.png|}}
	**  * Step 3:** Click download template		**  * Step 3:** Click download template
-	{{:spay:hrmsprocguide:hrms_salary_increase_excel_importfile_empty2_2020.png|}}	+	{{:spay:hrmsprocguide:hrmsimportexcelopenwith.png|}}
-	{{:spay:hrmsprocguide:hrms_salary_increase_excel_importfile1_2020.png|}}
-	**  * Step 4:** Fill in the excel template as shown above and Save the file	+	**  * Step 4:** Click OK
-	{{:spay:hrmsprocguide:hrms_salary_increase_import_sheet1_2020.png|}}
-	**  * Step 5:** To import the excel file, browse the Government Salary Increase file	+	{{:spay:hrmsprocguide:hrmsexceltemplatefillinandsave.png|}}
-	**  * Step 6:** You are prompted to Select the respective excel sheet	+	**  * Step 5:** Fill in the excel template - sheet PD_Format2 as shown above
-	**  * Step 7:** Click OK	+	**  * Step 6:** Save the file
-	{{:spay:hrmsprocguide:hrms_salary_increase_imported_pd_2020.png|}}	+	{{:spay:hrmsprocguide:hrmsexceltemplateclickuploadpng.png|}}
-	**  * Step 8:** verify the number of records and the total amount imported through Payments/Deductions	+	**  * Step 7:** To import the excel file, click upload as shown above
		+	{{:spay:hrmsprocguide:hrmsexceltemplatebrowse.png|}}
		+	**  * Step 8:** Browse the Excel file, Click Open
		+
		+	{{:spay:hrmsprocguide:hrmsselecttoimport.png|}}
		+
		+	**  * Step 9:** You are prompted to Select the excel sheet
		+
		+	**  * Step 10:** Click OK
		+
		+	{{:spay:hrmsprocguide:hrmsimportsuccessfulcloseimport.png|}}
		+
		+	**  * Step 11:** Close the window after the successful import
		+
		+	{{:spay:hrmsprocguide:hrmssalincreaseimportedamount1.png|}}
		+
		+	**  * Step 12:** Go to Payments/Deductions to verify the imported salary increase figures
	===== Company Salary Increase Excel Import=====		===== Company Salary Increase Excel Import=====
-	If company increase is to be differentiated from government increase, you must use a different payment code e.g 121 (other than code 120). You must contact our Support Team for assistance concerning the configuration of the payment code for the company increase. Otherwise, payment code 120 can cater for the sum of government and company increase.	+	If the company increase is to be separated from the government increase, you must use a different payment code e.g 121 (other than code 120). You must contact our Support Team for assistance concerning the configuration of the payment code for the company increase.
-	To perform the import, follow the steps of the Government Salary Increase Excel import and replace the payment code with 121 instead.	+	To perform the import of the company increase, follow the import steps of the Government Salary Increase Excel import and replace the payment code with 121 instead.