Upload Salary Structure

Upload Salary Structure

The upload salary structure functionality allows you to upload the salary breakup and salary structure details of all the employees in one go. This functionality is especially useful when you need to initialize the Empxtrack system for the first time to run payroll to calculate salaries thereafter. This functionality can also be used after the mass salary increment of employees to update the new salary structure of employees.

To upload salary structures, you need to:

1. Log into the system as Administrator.

The My HR tab displaying  your home page appears, as shown in Figure 2-5-1.

Figure 2-5-1

2. Rollover mouse on the Settings tab and then select Payroll option from the menu that appears, as shown in Figure 2-5-2.

Figure 2-5-2

Alternatively, click on the Settings tab and then click on Payroll section heading, as shown in Figure 2-5-3.

Figure 2-5-3

The Payroll Setting page appears, as shown in Figure 2-5-4.

The page displays all the functionalities that you can perform to customize the payroll module according to your requirements.
Help on each functionality can be seen by just clicking on the help icon ( ) next to it. The left navigation bar opens up the Payroll node and displays all the subnodes under it.

3.  Click on Upload Salary Breakup for Employees link or click Upload Salary Breakup subnode from the left navigation bar.

Figure 2-5-4

The Upload Salary Structure page appears, as shown in Figure 2-5-5.

4.  Click icon from the step one mentioned on the page as Download Sample Sheet in csv format…

Figure 2-5-5

The download window that allows you to save the salary structure format file on your computer appears, as shown in Figure 2-5-6.

5.  Click OK.

The file will be downloaded on your computer.

Figure 2-5-6

Note:
The Opening <import master> page may or may not appear in your browser because its appearance depends on your browser version and your browser settings. If you do not see this dialog box appearing, you can save the target file on your computer and then change the extension of the file to .csv. To know more about saving the import file on your computer, click Save .CSV File.

You can now open the file in MS Excel. To know how to open the file in MS Excel, click Open .CSV File.

Once the .csv file is downloaded, you have the format in which the data needs to be put. You can now put the salary structure information in the file, as shown in Figure 2-5-7.

Figure 2-5-7

7.  Ensure that dates that you provide, appear in the format mentioned in the .csv file.

If dates do not appear in desired format then right-click the date cell(s) in which you are providing dates and then select the correct date format so that date appears in <MM/DD/YYYY> format, as shown in Figure 2-5-8 .

Figure 2-5-8

Upload the CSV File

Once you have added the data of all the employees in the csv file, you can upload the file to Empxtrack system.

To upload the file, you need to:

8.  Browse the .CSV file from your computer in which you have put data.
9.  Click Upload button appearing next to Upload the same file here text box, as shown in Figure 2-5-9.

Figure 2-5-9

Posted in Configure Payroll, Payroll
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