To import deductions each pay period, go to Payroll > More > Import Pay Records from CSV File > Import Deductions:
1) Browse to the location of your CSV File
2) Select the required file and click 'Open'
3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported.
4) Click Import to complete the import of your payment information.
For matching to employee record:
Employee first name
Employee surname
Employee NINO
Employee works number
Deductions using employer deduction type:
To allow for an amount to be allocated to a Deduction Type set up within the Employer utility
Deduction 1:
Description
Amount
Department
Is deducted before tax
Is deducted before NIC
Is deducted before employee pension
Is deducted before employer pension
Deduction 2:
Description
Amount
Department
Is deducted before tax
Is deducted before NIC
Is deducted before employee pension
Is deducted before employer pension
Deduction 3:
Description
Amount
Department
Is deducted before tax
Is deducted before NIC
Is deducted before employee pension
Is deducted before employer pension
Deduction 4:
Description
Amount
Department
Is deducted before tax
Is deducted before NIC
Is deducted before employee pension
Is deducted before employer pension
Deduction 5:
Description
Amount
Department
Is deducted before tax
Is deducted before NIC
Is deducted before employee pension
Is deducted before employer pension
Need help? Support is available at 0345 9390019 or [email protected].