Summary: This help article describes how to import salary history information in bulk into Netvisor using an Excel import template. The instructions cover downloading the import template, filling in the file, uploading the completed file to the system, and correcting any possible error situations.

CONTENT

Salary history information can be imported into Netvisor in bulk using an Excel import template. Download the import template from Netvisor. Enter the salary history information to be imported for each employee in the table. Finally, upload the completed Excel file to Netvisor, after which the salary history information is saved in the system.

Downloading the import template for completion

Before downloading the import template, make sure that salary models are ready in Netvisor and that employees are linked to the correct salary model. Do this because the import template targets the employee’s history information based on the salary types linked to the salary model. Always download the import template from the company into which you are importing the information.

You can open the view or perform the function by selecting Salaries > Settings > Payroll settings.

  1. Go to the Salary history information tab.
  2. Click the "Import history information" button (see image below, point 1).

  1. In the view that opens, click the "Download for completion" button (see image below, point 2).
  2. Save the Excel import template to your computer.
  3. Start filling in the information.

Filling the import file

Open the downloaded and saved import template in Excel.

  1. If necessary, allow file editing (see image below, point 1).

  1. Then fill in the data to be imported (2) in the columns as follows:
  • Target the salary history information to the correct employee using the personal identification number.
  • In the year and month fields, specify the period for which the history information is imported.
  • Enter the salary type name in the same format as it appears in the salary model’s salary type formulas.
  • In the quantity field, enter the number of pieces, for example, hours.
  • In the unit price field, enter the unit price.
  • In the sum field, enter the total balance of the salary type row.
Fill in at least two cells 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. Read more about the purpose of the history information and targeting it to the correct month in a separate guide: Palkkojen historiatiedot.

Uploading the file

  1. Once you have completed the import file, return to Netvisor’s Salary history information import window.
  2. Upload the completed Excel file from "Find and select your saved template" (1).
  3. 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 imported directly into the program. In the Excel file containing errors, the cells or rows with an error are marked in red. Below is an example screenshot of an erroneous file. Read the specification at the end of the rows to see why the row is erroneous:

Note that the mass import of history information will not succeed if salary history information has been saved for an employee for the "No monthly breakdown" period.

  1. Transfer the history information not targeted to a month to a specific month or delete it entirely so that the mass import can succeed.
  2. Correct the data and rows marked in red in the Excel file.
  3. Save the file.
  4. Upload the file to the program again.

Frequently asked questions

How do I import salary history information in bulk into the system?
Download the Excel import template from Netvisor, fill in the employees’ history information in the table, and upload the completed file back to Netvisor.

What do I need to do before downloading the import template?
Make sure that salary models are ready and that employees are linked to the correct salary model. The import template uses the salary types linked to the salary model to target the information.

Which cells do I need to fill in the quantity, unit price, and sum columns?
Fill in at least two of these three cells in each row. The system will then be able to calculate and automatically fill all three fields.

What should I do if an error occurs when importing the file?
The program returns the erroneous rows to the same Excel file with the erroneous cells highlighted in red. Error-free rows are saved directly in the program. Correct the errors, save the file, and upload it again.

Can I perform a mass import if an employee has history information in the "No monthly breakdown" period?
No, you cannot. Transfer this information to a specific month or delete it entirely before performing the mass import.

Keywords: salary history information, mass import, Excel import template, Netvisor, payroll, salary model, salary type, error situations.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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