Overview
When joining Talexio not from the beginning of the year, part of the onboarding process is to upload the FS5 data related to payroll data that has already been issued for the current year. The reason for this is to have all the information shown on the relevant FS7 at the end of the year.
Bulk Import Template
To upload employee FS3 data in bulk, you may do this through the Onboarding Assistant. Click on the 'download template' button. An excel spreadsheet will be downloaded. This will need to be filled out as per explanation below.
To upload the template, there are two options:
- Simply save the file, go back to the Onboarding Assistant and select 'Upload', or;
- Upload through the Payroll Module
In the template you will need to fill in the first three tabs. Here is a breakdown of the fields required within the data upload template for FS5 data.
|
BusinessUnit |
The company you are uploading data for. If you have only one Business Unit, you will only have one option to select |
|
Start date of Payroll (non-monthly only) |
If your company’s payroll Frequency is Monthly, this column does not need to be filled in |
|
Year |
The year the data is being uploaded for |
|
Month |
The month the data is being uploaded for |
|
ReceiptNo |
Receipt number following payment of FS5. This may be added later. |
|
Tax |
Total Tax Deductions as listed on the FS5. This is a Euro amount. |
|
SSC |
Total Social Security Contributions as listed on the FS5. This is a Euro amount. |
|
MatFund |
Total Maternity Fund Contributions as listed on the FS5. This is a Euro amount. |
|
CWS |
No longer in use - Covid Wage Supplement |
|
PaymentDate |
Date of payment of the FS5. This may be added later. |
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