Overview
Calculating your company's payroll can be quite cumbersome if you need to add a lot of data each time. Thankfully, using Talexio's bulk edit function, you may import data quickly and easily!
An overview of the Payroll Bulk Edit, including instructions on how to access it, can be found here. This article explains the Calculations tab in the payroll bulk edit.
Permissions
You need to ensure that you have the Manage payroll permission to make use of this function.
Using the Calculations Tab
Editing in the Bulk Edit Dialog
In the Calculations tab, you will see the data of all the unlocked payslips already added to the payroll run. To edit the data such as basic hours, basic amount and tax in bulk, simply click in the box to be changed and add the new amounts.
Using the Bulk Edit Template
You may also make use of the bulk upload function. To download the spreadsheet template, click on Bulk Upload. The template would need to be completed, saved and uploaded to the same location it was downloaded from.
The sheet contains the following columns:
- PayrollStart/PayrollEnd - The Start and End date of the relevant payroll period.
- EmployeeCode - The employee code of the employee to be uploaded.
- Hours - The number of basic hours to be uploaded.
- SscMondays (leave empty for default) - The number of SSC Mondays to be used in the payslip. If this is left empty, then the system default calculation will be used.
- Ssc (employee) - The total amount for the employee's SSC Contributions.
- Ssc (company) - The total amount for the company's SSC Contributions for this employee.
- MaternityFund - The total amount for the employee's Maternity Leave Fund Contributions
- Tax (FSS Main) - The total amount of tax due.
- Note - Any note that should be shown on the payslip. This will also overwrite any existing notes on the payslip already.
Once the sheet is completed, save it and upload it to the same location it was downloaded from and the adjustments will be added to the employee.
Creating Employees using the Bulk Edit Template
If there is an employee in your upload file who has not already been created in the payroll, you will see this confirmation dialog to confirm that these specified employees should be uploaded and created.
If you want to include them, click Yes and this will then included the employees to the Bulk Edit Calculations tab. Then click Save to update the payroll.