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Import changes to a team member's additional posts

Import amendments to existing post information for your employees / team members.

Debs avatar
Written by Debs
Updated over 5 months ago

If a team member on a pay policy has multiple posts, you can specify which post to assign changes to when importing their payroll adjustments.

Before you import data

If you're using a vertical import layout, t​​​​​he post identifier column isn't available in the following import types:

  • Hourly units.

  • Link rates.

  • Off-payroll.

  • Off-payroll (recurring).

  • Payslip notes.

  • Shifts.

  • CIS fixed amounts.

If you're using a horizontal import layout, t​​​​​he post identifier column isn't available in the following import types:

  • Link rate units.

  • Off-payroll.

  • Off-payroll (recurring).

  • CIS fixed amounts.

Team member has multiple posts

If you map the post identifier column and a team member has multiple posts, changes won't apply when:

  • The post identifier on the import file doesn’t match one of the posts’ identifiers.

  • The post identifier on the import file is blank.

If you haven't mapped the post identifier column, all changes import against their main post.

Team member has a single post

If you map the post identifier column and a team member has a single post and the identifier on the import file is blank:

  • The changes import if their main post doesn’t have an identifier.

  • The changes don't apply if their post has an identifier.

Import a file - Vertical data layout

  1. Click Payroll then click Current period.

  2. Click + Add then click Import.

  3. Click Get started.
    If you already have import files, click Upload a new file.

  4. Drag and drop the file into the importer.

  5. Click the relevant column header then click Map header on the relevant column on the import file.
    To automatically map any column with a name matching a header in the importer, click Auto map.

  6. Click Import with this file then select one of the following types of data to import:

    • Fixed amounts

    • Rates & Units

    • Recurring

  7. Click Import.

Import a file - Horizontal data layout

  1. Click Payroll then click Current period.

  2. Click + Add then click Import.

  3. Click Get started.
    If you already have import files, click Upload a new file.

  4. Drag and drop the file into the importer.

  5. Click the relevant column header then click Map header on the relevant column on the import file.
    To automatically map any column with a name matching a header in the importer, click Auto map.

  6. Click Import with this file then select one of the following types of data to import:

    • Fixed amounts

    • Recurring

  7. Map the Type and Value headers, and the Units header if you're mapping a rate and unit element.

  8. Click the Match change type column then map the Post identifier header.

  9. Click Import.

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