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: |
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. |
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 |
If you have custom earnings codes that you need the TimeCode for go to COMPANY SETTINGS>PAY RULES>EARNINGS. There is a 2-digit number next to your earnings name, this is the TimeCode you would use on the CSV.
**When using the earnings code for Overtime or Doubletime, enter just the REGULAR hourly rate or just the hours and the total, the program will then do 1.5 or 2 times the regular rate amount.
Download a sample CSV file
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