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 Overtime & Extra Hours 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 Overtime & Extra Hours Tab
Editing in the Bulk Edit Dialog
In the Overtime & Extra Hours tab, you will see the Overtime & Extra Hours of all the unlocked payslips already added to the payroll run. To edit the existing data, simply click on the row of data to be changed, untick the Auto box and add the new amounts.
To add new Overtime & Extra Hours if the employee does not yet have any Overtime & Extra Hours, click + Add Employee, choose the employee from the dropdown, and fill in the Overtime & Extra Hours details:
- Date - Add the date when the Overtime & Extra Hours completed. When added and the Auto box is ticked, the rate for the date will be added according to what is set in the employee's position history.
- Extra Basic Hours - When the Toggle is enabled, the hours will be assigned as Basic Hours. The disabled toggle assigned the hours as Overtime.
- Hours - The number of hours completed.
- Rate - This will be set according to what is set in the employee's position history if a date is added. With the Auto box is unticked, the rate can be manually added.
- Hourly Rate - This will be set according to what is set in the employee's position history. With the Auto box is unticked, the hourly rate can be manually added.
To add new Overtime & Extra Hours to an employee who already has Overtime & Extra Hours, click + Add Overtime for Employee and fill in the same details as above.
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 receive the uploaded Overtime & Extra Hours.
- SpecialRate - From the dropdown, select YES or NO. When YES is selected, the hours uploaded will be Basic Hours. When NO is selected, the hours uploaded will be Overtime Hours.
OvertimeLabel - This is a label that will be used to identify the hours uploaded.
- PayRate - If SpecialRate is set as NO, you can specify the rate of pay from the dropdown.
- DateWorked - By adding a date in the format of DD/MM/YYYY, the system will apply the rate of pay according to the Overtime & Extra Hours rates in their employment position.
- Hours - The number of hours to be uploaded.
- HourlyRate - This is the hourly rate of the employee for the hours uploaded. If left blank, the system will apply the employee's default hourly rate.
- WorkCode - You can apply a Work Code to the hours uploaded to make use of the hourly rate assigned to the specified Work Code. This Work Code will then overwrite the OvertimeLabel so that the Work Code hours can be identified. You can only upload the Work Code with the hours if the Work Code is already assigned to the employee.
Once the sheet is completed, save it and upload it to the same location it was downloaded from and the Overtime & Extra Hours will be added to the employee. Click Save to save the changes made in the bulk edit.