logo

YTD Import

There are two ways of importing YTD data:

{primary} YTD Import can be used to import payroll numbers when migrating from another system or if you are getting started to use Sumopayroll in the middle of a financial year.

Import YTD:

Step 1:

Go to Payroll--> YTD Import. Click on the Import YTD button.

Step 2:

Upon clicking on the Import YTD button user will be directed to Import YTD page.

Step 3:

Now user can download the sample Excel File/Template and fill in the Employees’ YTD details in the downloaded file.

Step 4:

Now choose the financial year and upload the downloaded file and click on Import YTD button.

Step 5:

Once done with uploading, the User will be asked to map YTD Excel fields to YTD Mapping fields. Once the User has mapped the desired fields, the User needs to click on Next button.

Step 6:

Once done with mapping the fields, the User will be prompted to review the information. Once the User has verified the correctness of data being imported, click on Save button.

Step 7:

Once the data is imported, the User will see a confirmation screen, prompting that the data has been imported.

{primary} Records with matching Employee ID's in organization only will be imported successfully.

Step 8:

After successful import, the User will be directed to Payroll Summary page. Click on the YTD Import tab. The user can view the details of the imported file like how many records were imported, how many records were skipped etc.

Import YTD in Run Payroll:

Step 1:

Go to Payroll--> Click on Run Payroll.

Step 2:

Select the Payroll Batch to start the payroll process.

Step 3:

After selecting the batch, if no payroll was run for that batch, the User will be prompted to select one of the two options.

(i) Import YTD numbers. (ii) Proceed without Import.

Step 4:

Upon clicking on the Import YTD button user will be directed to Import YTD page.

Step 5:

Now user can download the sample Excel File/Template and fill in the Employees’ YTD details in the downloaded file.

Step 6:

Now choose the financial year and upload the downloaded file and click on Import YTD button.

Step 7:

Once done with uploading, the User will be asked to map YTD Excel fields to YTD Mapping fields. Once the User has mapped the desired fields, the User needs to click on Next button.

Step 8:

Once done with mapping the fields, the User will be prompted to review the information. Once the User has verified the correctness of data being imported, click on Save button.

Step 9:

Once the data is imported, the User will see a confirmation screen, prompting that the data has been imported.

{primary} Records with matching Employee ID's in organization only will be imported successfully.

Step 10:

After successful import, the User will be directed to Payroll Create page where you can run payroll for the selected batch.