Are you tired of spending hours manually adding pay items to your payroll? With our Payroll Bulk Actions feature, you can effortlessly import different types of pay items such as addition, deduction, or tax relief items for multiple employees in one go!
The process is incredibly easy and convenient. Simply download the corresponding template for the pay item you wish to add, input the amount, and upload the template. Our system will automatically capture the amount, saving you valuable time and effort.
At the end of this article, you will find a video showing step by step on how to bulk import pay items using "Bonus" pay item as an example.
Login to BrioHR
1) Click on HR Lounge > Payroll.
2) On the Dashboard, proceed to Run Payroll as per usual.
3) After choosing the cycle you would like to run, click on +Add Items in Bulk.
4) Select the pay item type, and click on the Import button.
Note: Each pay item has its own unique template. Please ensure to select the correct type before downloading.
Example: In the screenshot above, the "Bonus" pay item has been selected. To input the bonus amount, click on the Import Bonus button.
5) Next, click on the Download button to download the bulk import template.
6) Fill in the necessary information under the Bonus tab. Once completed, save a copy of this template to be uploaded.
IMPORTANT:
1. The template cannot be used to modify employee or salary information.
2. Input only the pay item amount.
3. Add or edit the amount only for employees who have the pay item.
4. Do not edit or delete any columns, or headers, or modify the format of the template.
5. Simply downloading the template and re-uploading it with all employees included is not recommended.
7) To upload the template, click on Choose File and select the pre-filled template. Then, click on Upload Excel File to complete the process.
8) In just minutes, the import process will be done! You'll then see the amounts displayed in the list, allowing for easy tracking and management.
9) Once the import process is finished, you can easily verify and validate the data for each employee by checking their individual pay item amount in the payroll run.
Have questions? Reach out to our friendly Support team via chat or email (support@briohr.com) for assistance!