What's covered in this guide?
How to import to/export data from Workforce Payroll
Export data
To export data:
Go to Payroll > Payroll Settings > Import Export
Click on a box of the data you would like to export
A .CSV will automatically be downloaded to your PC.
Import data
To import data:
Go to Payroll > Payroll Settings > Import Export
Click on a box of the data you would like to export
A .CSV will automatically be downloaded to your PC
Update data for employees, or add new employees by providing their name and Workforce System ID or Payroll ID
Scroll to the bottom of the Import / Export page and select Type of data
Attach .CSV with updated data
Select Import
You also have instructions with details on how to import at the bottom of the Import / Export page:
Staff Information
Address Details
Once Address Details have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Personal > Personal Details > Address
Leave Balances
Once Leave Balances have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Payroll Details > Leave Balance
Autopaid Earnings Templates
Once Autopaid Earnings Templates have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Payroll Details > Autopaid Earnings
Tax Declarations
Once Tax Declarations have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Tax Information
Bank Accounts
Once Bank Accounts have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Bank Accounts
Journal Configuration
Journal Setup (Accounts)
Once the Journal Setup (Accounts) has been imported, you can confirm the imported information by navigating to:
Navigate to Payroll > Payroll Settings > Journal Setup (Accounts)
Staff Payroll Opening Balances
Opening Balances: Earnings Rates
Once the Opening Balances for Earnings Rates have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Opening Balances > Earnings Types
Opening Balances: Leave
Once the Opening Balances for Leave have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Opening Balances > Statutory Leave
Opening Balances: Tax
Once the Opening Balances for Tax have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Opening Balances > Tax Balance
Opening Balances: Previous Employment
Once the Opening Balances for Earnings Rates have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Opening Balances > Benefit Balance
Opening Balances: Pension
Once the Opening Balances for Pension have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Opening Balances > Pension Balance
Draft Payslip Lines
Payslip Deduction Lines
Once Autopaid Earnings Templates have been imported, you can confirm the imported information by navigating to:
Navigate to Workforce > Staff
Select the staff profile with updated data
Once on the staff profile, go to Payroll > Payroll Details > Deductions
Payslip Earnings Lines
For more on importing earnings line to draft payslips, see our guide here.