Allowances/Deductions import can be done only when payroll is in Draft status.
Import Allowances:
Note: Only 100 employees Allowances/Deductions can be imported at a time.
Step 1 Go to Payroll--> Payroll Summary--> Click on Draft status payroll
Step 2 Click on Import Allowances/Deductions button and select Import Allowances. When you click on the Import Allowances button a popup with sample file appears.
Step 3 Click on Download button. When you click on the Download button a sample excel sheet will be downloaded.
Step 4 Open the Excel file that you just downloaded. There is a total of 10 employee allowances related columns. It is recommended to fill in allowances amounts for the employee ID(s) that User is going to add.
Employee ID(s) can't be empty. At least one of the allowances of an employee should be there in the file to be imported.
Step 5 Once you are done with adding the allowances you want to import, save the file. Click on the Choose File button on the previous screen.
Step 6 Choose the file that was just updated with allowances to upload it to Sumopayroll application.
Step 7 Click on Import Allowance button to import the uploaded file containing the allowances.
Step 8 Map the Excel fields to Sumopayroll Allowance fields and click on Next button to continue.
Step 9 User can review all the employee allowances amounts that are being imported.
Step 10 A Confirmation message will be displayed to the User upon successful import of allowances and the User will be directed to Payroll Draft page.
Import Deductions:
Step 1 Go to Payroll--> Payroll Summary--> Click on Draft status payroll
Step 2 Click on Import Allowances/Deductions button and select Import Deductions. When you click on the Import Deductions button a popup with sample file appears.
Step 3 Click on Download button. When you click on the Download button a sample excel sheet will be downloaded.
Step 4 Open the Excel file that you just downloaded. There is a total of 10 employee deductions related columns. It is recommended to fill in deductions amounts for the employee ID(s) that User is going to add.
Employee ID(s) can't be empty. At least one of the deductions of an employee should be there in the file to be imported.
Step 5 Once you are done with adding the deductions you want to import, save the file. Click on the Choose File button on the previous screen.
Step 6 Choose the file that was just updated with deductions to upload it to Sumopayroll application.
Step 7 Click on Import Deduction button to import the uploaded file containing the deductions.
Step 8 Map the Excel fields to Sumopayroll Deduction fields and click on Next button to continue.
Step 9 User can review all the employee deductions amounts that are being imported.
Step 10 A Confirmation message will be displayed to the User upon successful import of deductions and the User will be directed to Payroll Draft page.
