Onboarding Assistant: Company FS5 Data Upload File

Talexio Support
Talexio Support
  • Updated

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:

  1. Simply save the file, go back to the Onboarding Assistant and select 'Upload', or;
  2. 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.

Related to

Share: