You can import units against system-stored rates. You can also import back pay, unpaid leave, hours worked, days worked and any other elements that currently allow you to choose a rate from a drop-down.
⚠️ Important: We have changed the default logic in the importer. For the vertical import type, where 'auto map' is used, the system will default to Calculated hourly for salaried and standard rate for hourly paid. This used to pick up the manual overtime rates in an employee's profile for salaried staff.
A new import type called Units has been introduced under the Horizontal Import option. This is an enhanced version of the previous Hourly Units importer that was only available under the Vertical Import option. Previously, the Vertical Import option supported only a limited number of element types. With this update, a more extensive list of element types is now available for use. To switch between Horizontal and Vertical import types, follow the steps below.
From within the Company, click Settings, then click Imports.
Click the Settings tab, then in the Changes imports area, click Edit.
Select Horizontal or Vertical, then click Save.
The Horizontal Import option continues to use the Type and Units fields to enable the Match Change Type functionality, which allows users to accurately assign the appropriate pay elements. Both Horizontal and Vertical import methods support saving custom mappings for future use, in line with existing system functionality.
To import units against system-stored rates, follow the steps below.
Import a file
From the Company, click Payroll, then Current period.
Click Add, then click Import.
Click Upload a new file, then drag and drop your CSV file here or select it from your computer.
Validate a file
After you’ve imported the file, you need to validate it. This ensures the changes are against the correct team members. To match up the columns on the import file, click the column header you want to map, then click Map header against the relevant column on the import file.
Import units against system stored rates
Once you've validated the file, follow the steps below.
Click Import with this file, then select the Units import type.
Map the relevant header in your import file.
Choose the hourly rate to import with, then click Save.
Once you have mapped all relevant headers, click Import.
Click Go to your current period to view the changes against the team members.
Note: For the vertical import type, when 'type' is mapped, it will map all elements to 'Calculated hourly. A bulk 'click to match' override per element is then available.
Mapping Template
If you anticipate using the same rate for a particular element in future imports, you can utilise a mapping template to save your rate selection. This eliminates the need to manually configure the rate with each import.
Additional Import Behaviour and Rules
Net pay employees can have overtime hourly or daily rates, and their units will be imported if that's the rate chosen. They will be ignored for calculated hourly or daily mappings.
For Team Members set to an hourly rate only within Paycircle, any entries made under the two daily rate options will be ignored.
For team members with a pay policy, hourly rates can be imported based on contracted weeks and hours worked. However, daily rates may only be calculated correctly in certain scenarios, and in some cases, they may not apply at all. Further improvements to enable more accurate daily rate imports for pay policy team members are planned for a future update.
For team members on a non-standard work pattern, accurate daily rate calculations are only supported when the full pattern (including working and non-working days) spans exactly 7 days — no more or less. The days worked within that 7-day period can vary. Enhancements to support other pattern lengths are also planned.