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spay:hrmsprocguide:salary_increase_import [2022/01/15 15:23] mclement |
spay:hrmsprocguide:salary_increase_import [2022/01/15 16:19] (current) mclement |
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Salary increase amount 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 |
- | ** * Step 3:** Go to Import - Pre-Payroll | + | {{:spay:hrmsprocguide:hrmspaydeddownloadtemplate.png|}} |
- | ** * Step 4:** Click Payments/Deductions transactions | + | ** * Step 3:** Click download template |
- | {{:spay:hrmsprocguide:hrms_sal_inc_download_templ_2020.png|}} | + | {{:spay:hrmsprocguide:hrmsimportexcelopenwith.png|}} |
- | ** * Step 5:** Click download template | ||
- | {{:spay:hrmsprocguide:hrms_salary_increase_excel_importfile_empty2_2020.png|}} | + | ** * Step 4:** Click OK |
- | {{:spay:hrmsprocguide:hrms_salary_increase_excel_importfile1_2020.png|}} | ||
- | ** * Step 6:** Fill in the excel template as shown above and Save the file | + | {{:spay:hrmsprocguide:hrmsexceltemplatefillinandsave.png|}} |
- | {{:spay:hrmsprocguide:hrms_salary_increase_import_sheet1_2020.png|}} | + | ** * Step 5:** Fill in the excel template - sheet PD_Format2 as shown above |
- | ** * Step 7:** To import the excel file, browse the Government Salary Increase file | + | ** * Step 6:** Save the file |
- | ** * Step 8:** You are prompted to Select the respective excel sheet | + | {{:spay:hrmsprocguide:hrmsexceltemplateclickuploadpng.png|}} |
- | ** * Step 9:** Click OK | + | ** * Step 7:** To import the excel file, click upload as shown above |
- | {{:spay:hrmsprocguide:hrmssalincreaseimportedamount.png|}} | + | {{:spay:hrmsprocguide:hrmsexceltemplatebrowse.png|}} |
- | ** * Step 10:** verify the number of records and the total amount imported through Payments/Deductions | + | ** * 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===== |