Import Function

Import Function

The Import feature allows users to bulk-upload various types of payroll and personnel data into the system using CSV or Excel files. This tool simplifies data management by enabling the mass creation or updating of records for employees, financial components, and pay structures rather than entering them individually


How to Import in Exxforce Payroll:

Steps

Actions

1

Click the Settings icon on the dashboard and click Import.

2

Select which section you want to import

3

Download the sample template

Note: Each section has a file format requirement which the document coming into the
system must strictly follow.

Sections and Their Functions

Employees:
This feature is used to upload core personnel data. Required fields include Employee ID, Name, Email, Phone Number, Job Title, Department, Employment Type, and Start Date.

How to import Employee:

Steps

Actions

1

Click Settings > Import

2

Select employee

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

Employee Update: This feature is used to update existing records of employee information.


How to update employee records:

Steps

Actions

1

Click Settings > Import

2

Select employee update

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

Loans:
This feature allows for the bulk import of employee loan records and repayment details.
How to Import Loan:



Steps

Actions

1

Click Settings > Import

2

Select Loan

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

Earning Components: This feature is used to define and import various base salary elements across the organization.

How to import Earning Components:


Steps

Actions

1

Click Settings > Import

2

Select Earning Components

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

     


Deduction Components:
This feature facilitates the import of standard deduction types that apply to the workforce.

How to Import Deduction Components:



Steps

Actions

1

Click Settings > Import

2

Select Deduction Components

3

Download the sample template

4

Open the file in excel and fill

5

Save and import


Employee Earning Components:
This feature specifically links individual employees to their specific salary structures and amounts.

How to Import Employee Earning Components:



Steps

Actions

1

Click Settings > Import

2

Select Employee Earning Components

3

Download the sample template

4

Open the file in excel and fill

5

Save and import















Employee Deduction Components

Specifically links individual employees to their personalized deduction amounts or types.

How to Import Employee Deduction Components:




Steps

Actions

1

Click Settings > Import

2

Select Employee Deduction Components

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

Pay Grades:
Allows for the import of predefined pay scales or grades used to categorize employee compensation levels.

How you can Import Pay Grades in Exxforce Payroll:


Steps

Actions

1

Click Settings > Import

2

Select Pay Grades

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

Salary review: This feature facilitates the import of salary review that can be used to approve or reject salary change.

How to import salary review:


Steps

Actions

1

Click Settings > Import

2

Select Salary review

3

Download the sample template

4

Open the file in excel and fill

5

Save and import

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