CONTENT
- Downloading the import template for completion
- Filling the import file
- Uploading the file
- Possible error situations
Salary history information can be imported into Netvisor in bulk using an Excel import template, which the user can download from Netvisor. The table stores the salary history information to be imported for each employee, after which the completed Excel file is uploaded to Netvisor and the salary history information is saved in the system.
Downloading the import template for completion
Before downloading the import template, salary models must be ready in Netvisor and employees must be linked to the correct salary model, as the import template targets the employee's history information based on the salary types linked to the salary model. The import template is always downloaded from the company to which the information is being imported. The import template is downloaded from here:
Salaries > Settings > Payroll settings > go to Salary history information -tab > click "Import history information" button (see image below, point 1)
The Excel import template is downloaded by clicking the open view "Download for completion" button (see image below, point 2). The import template is saved to the computer and data entry begins.
Filling the import file
The downloaded and saved import template opens in Excel. If necessary, allow file editing (see image below, point 1) and then fill in the data to be imported. (2).
- Salary history information is targeted to the correct employee using the personal identification number.
- Year and month determine the period for which the history information is imported.
- The salary type name is written in the same format as it is in the salary model's salary type formulas.
- Quantity means the number of pieces, for example, hours.
- Unit price means the unit price.
- Sum means the total balance of the salary type row.
At least two cells must be filled in each row in the quantity, unit price, and sum columns so that the import template can fill all three fields in the salary history information. The purpose and targeting of history information to the correct month are explained in more detail in a separate guide: Salary history information.
Uploading the file
Once the import file is completed, return to Netvisor's Salary history information import window and upload the completed Excel file from "Find and select your saved template" (1). Then click the Import history information button (2).
After a successful import, the program automatically takes you to Salary history information.
Possible error situations
If there is an error in the import file, the program returns the erroneous rows to the same file. Error-free rows are directly imported into the program. The Excel file containing errors is marked in red for the cells or rows where the error is. Below is an example screenshot of an erroneous file. There is a specification at the end of the rows explaining why the row is erroneous:
If salary history information has been saved for an employee for the "No monthly breakdown" period, mass import of history information will not succeed. History information not targeted to a month must be transferred to a month or deleted entirely for mass import to succeed. Once the information/rows marked in red are corrected, save the file and upload the file again.
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