We have given you the new option to upload payroll data in the portal so that the payrollers can view it in their portal directly to prep the data and do the pay run without you having to manually email them every period.
After logging in, a new section called "Import Payroll Data" will get displayed; you can click on that section to import any new files.
In this screen, you can upload files (it will display the supported files in that section). You can either drag & drop files (or) click and select files from your system to upload either payroll (or) employee (or) other data – you can upload a maximum of 3 files (5MB max for each file). If you click "Import History" in the top, it will show you the history of files you have uploaded so far.
After you select files, the system will ask you the following:
1) File Type (Pay Data / Employee Data / Others)
2) Pay Cycle
3) Pay date (only if it's Pay data)
After you choose the above for all the files you have uploaded, it will show you the info with the file names you have uploaded:
You can either edit the file info (or) delete it completely before uploading if you don't want to upload.
Once uploaded, the system will take you to the import history screen, where you can see all the uploaded details with two options. You can either download the uploaded files using the "down arrow" icon showing under "Action" (or) delete the file completely using the red "bin" icon.
Once the files are uploaded, your payrollers will get notifications on their login and they will get the option to view / download the file you have just uploaded. 😊 If you ever delete the files uploaded, it will get removed from your payrollers login as well.
We hope you like this new feature🎉🤩 Feel free to message us if you need any help🤩