Pay Run Imports

Overview

Earnings and deductions can be imported into existing traditional pay runs through a pay run import. Pay run imports are added to pay runs through the Add Import wizard and either an Earnings Import template or a Deductions Import template. Earnings and deductions can be imported for any employee who has been onboarded to payroll, including separated employees.

After upload, the import is validated by the system. Any rows with errors can be reviewed and corrected prior to import. Only valid rows without errors will be imported to the pay run.

After import, the pay run can be calculated and approved as normal.

A pending import will not prevent the calculation and approval of an unapproved pay run.

After import, the associated Earnings Import Details page or Deductions Import Details page can be viewed at any time.

Imports Page

The Imports page displays pending and completed pay run imports for earnings and deductions. Here, users can view, complete, and add earning and deduction imports. The Imports page is accessible from both the Payroll Overview page and the Pay Run Details page.

Earnings Import Details Page

The Earnings Import Details page displays the details for all valid and invalid rows of an earnings import file after it has been uploaded. Before the import has been completed, users can update the details for rows with errors, delete rows, and complete the import.

The Earnings Import Details page is displayed as part of the Add Import wizard and can be accessed from the Imports page after the Add Import wizard is closed.

Deductions Import Details Page

The Deductions Import Details page displays the details for all valid and invalid rows of a deduction import file after it has been uploaded. Before the import has been completed, users can update the details for rows with errors, delete rows, and complete the import.

The Deduction Import Details page is displayed as part of the Add Import wizard and can be accessed from the Imports page after the Add Import wizard is closed.

Add Import Wizard

The Add Import wizard is used to import either earnings or deductions into an existing traditional pay run. The Add Import wizard walks the user through selecting a pay run to import to, downloading/uploading an import template, and reviewing errors.

Import Templates

There are two import templates associated with pay run imports. When the import template is downloaded, all active employees and all valid earnings or deduction types are included in the blank template.

Earnings Import Template

The Earnings Import template is used to import earnings. Earning types that can be imported are automatically populated in the drop-down menu in the Earning Type column.

Deductions Import Template

The Deductions Import template is used to import deductions. Deduction types that can be imported are automatically populated in the drop-down menu in the Deduction column.