Last modified by: Raissa Gallivo -

Bulk Updates: Adjusting payroll instructions using import.csv

The recommended method of adjusting the default value of a payroll instruction for all employees is by importing a .csv file instead. 

Note that payroll instructions that do not allow overrides or are disabled at the organization level will not be available for selection.

After selecting the payroll instruction you wish to adjust and applying the desired filters, export the data currently on the page using the Export.csv button. The exported file will serve as a template for the import.

 

The exported file will contain 4 columns.

  • EmployeeNumber
  • FirstName
  • LastName
  • DefaultValue

The csv file to be imported must contain these 4 columns. In this csv file you can adjust the values in the DefaultValue column. 

Bulk_Update_Overview_-Import.csv.png

Once you've made changes to the csv file, save the file for import. Import the file by selecting import.csv in the Bulk Updates screen. This will open a window where you can find and select the csv file for import. 

When you import a file, the grid is switched into Edit mode. The new default values imported from the file will be imported to the Bulk Update grid. You can review the changes as they have not yet been applied. Once you're satisfied, select Apply Changes to save the new default values.

Important Notes:

  • Employees are validated against their names and employee number.
  • The import file can have any name but it must be in csv format.
  • As the Payroll Instruction is not verified during import, the csv file can also be imported to other payroll instructions. The values on your input sheet will be imported into whichever payroll instruction is currently selected.

 

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