Import timesheets via CSV

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PaymentEvolution

• October 09, 2013 14:37

How do I import timesheets or custom payroll data into Payroll using CSV?

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  Sam

  • October 09, 2013 14:59

  Updated April 17, 2014

  Importing timesheets via CSV

  You can import time records from third party systems via comma or tab separated value files (CSV files). Contact us to turn on CSV import for your account (it's part of our Business Pro plan). Once activated, you'll see a new payroll step called 'import'. Here you'll be able to upload a CSV file containing your payroll data. The data can contain entries for both salaried and time-based staff.

  

  The file should be located on your local system and should be comma or tab separated.

  

  Once you've uploaded your file, the system will parse your data and present you with the details of the import. You can select the entries you wish to import. You'll also have the option to automatically 'approve' these selected entries.

  

  Once you've selected and imported your entries, these will be visible on the 'salaried' or 'timesheets' step of the payrun process. You can now proceed with finishing your payrun.

   

  File specifications

  The file you are importing should follow the format below:

  	Name	Field size	Description	Mandatory?
  1	Shift	1	Shift code	N
  2	EmployeeID	6	Numeric characters (filled with left 0s), 000000	Y
  3	TimeCode	2	Characters for type of income:         R = Regular Hours         O = Overtime Hours @ 1.5         D = Doubletime Hours @ 2         X = Other Hours Worked        10 = Commission        11 = Statutory Holiday        12 = Sick day        13 = Personal day        14 = Shift Premium        15 = Earnings Advances        16 = Other Earnings        17 = Taxable Vacation Pay        18 = Other Non Taxable        VP = Release Vac Pay        MP = Manual Pay	Y
  4	CostAccount	10	Employee GL Cost Account	N
  5	TotalHours		Total hours - Numeric type	N
  6	HourRate		Hourly rate - Numeric type	N
  7	Total		Total Amount to be paid. If field 5 and 6 have values, it should be the multiplication of them. Numeric type, (No $, example: 34000.02)	Y
  8	WorkDate	10	Start Date format dd/mm/yyyy	Y
  9	WorkDateEnd	10	End Date format dd/mm/yyyy	N
  10	TimeIn	8	Time in 24 hour format e.g. 0900	N
  11	TimeOut	8	Time out 24 hour format e.g. 1700	N
  12	Authorized	1	Is the record approved? N = not approved, Y = approved	Y

   

  Download a sample CSV file 

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