This guide provides detailed instructions for importing payslips and MaraPlan materials into Netvisor.
CONTENTS
General
The payslip import form is designed to be used to transfer data from, for example, an external system to Netvisor when no software integration has been built. The form can be used to facilitate the storage of payslip data in Netvisor, and after importing the data, Netvisor can utilize software automations, for example, for sending payments and notices to the authorities.
The principle of using the form is that the data is either entered or copied into the form, the data is checked before sending and after the data is checked in the Salaries section in Netvisor (Salaries > Payroll > Payslips and Periods). The form also makes it possible to import Maraplan materials into Netvisor by uploading the material to the "Mara-Plan materials" tab.
Before using the smart form, the preparations for use must be done. First go through the general guidelines for smart forms which can be found here: Smart Excel Tables.
The payslip import smart form needs the resource payrollpaycheckbatch.nv to import payslips into Netvisor. Remember to add access rights to the form. You can manage access rights to interface resources on the Rights of interface resources page.
The payslip import form consists of "Payroll master data" and "Payroll line information" fields. The mandatory fields have been marked with a red star.
Payroll master data
The table below shows the "Payroll master data" fields and their additional information:
Field | Additional information | Example |
*Social security number / employee number | Mandatory information. The employee must be established on Netvisor prior to import. The employee must have a defined salary model | 120791-123C |
* Period time span: | ||
* Starting date | Mandatory information. The pay period must be established in Netvisor | 1.12.2016 |
* End date | Mandatory information | 31.12.2016 |
Social security number
The personal identity number / employee number can be entered in the employee's basic information under Salaries > Personnel > Employee listing > Employee name > Employee information > Settings > Payroll information.
Period time span
The start and end dates for the period are defined on the Payslips and Periods page under Payroll > Payroll > Payslips and Periods.
In addition to the basic information, the payslip line information must be entered in the form.
Payroll line information
Below are the fields and their additional information:
Field | Additional information | Example |
*Salary type number | Mandatory information. Information that links salary type to a payslip line, so salary types must be numbered in Netvisor | 100 |
Event: | ||
* Unit quantity | Mandatory information | 10 |
*Unit price | Mandatory information | 15 |
Description | Not a mandatory information. Free line description. If you want only a number or date in the description, you need to change the cell format to text. You can change the cell format by temporarily removing the cell protection by selecting Home > Format > Unprotect Sheet. After this, you can change the format of the description column to text. | Description text related to the payslip line |
Dimension 1-4 | Not a mandatory information. When importing cost objects, the cost object header is specified in the top row of the column. The cost object to which that line is assigned to is added to the document line. Cost object information can contain a wildcard character at the end, e.g. project 4114* which matches cost object information starting with 4114. The cost object is not linked if there are multiple results with the given search criteria | Project 123 |
Salary type number
The salary type number is entered in the company-specific salary types under Salaries > Payroll > Salary model Management > Company-Specific Salary Types.
Dimension 1 - 4
When importing cost objects, the cost object header is specified in the top row of the column. The cost object to which that line is assigned to is added to the document line.
Send payslips
After entering the payslip information, the form is imported into Netvisor with the "Send payslips >>" button.
After the payslips are imported, the form reports successful or failed transfers. Successful transfers are marked on the form in green and the rows are locked from editing so that these rows are not accidentally resubmitted.
Failed transfers are marked in red and the reason for the failed transfer is indicated in the "Transmission status" column. For these failed lines, incorrect data can be corrected and the data resubmitted. The error may be due to, for example, that the form is missing some mandatory information, Netvisor is missing a salary type number, or some information is in the wrong format. The data in all lines of the payslip must be correct for the data to be sent to Netvisor.
After transfer, the user can continue to process invalid transfers by deleting successful transfers from the form with the "Clear OK Transfers" button, or view only successful transfers by deleting invalid transfers with the "Clear Incorrect Transfers" button.
Note! If you want to import negative amounts into the payroll, the unit price must be entered as a positive number and the unit amount as a negative number.
MaraPlan material tab
MaraPlan material can be imported into a smart form using the MaraPlan tab. Please note that if the MaraPlan material does not have unit amounts, this information must be entered manually to the form after downloading the material.
To find the MaraPlan file to be imported, click the "Browse" button, select the file from the file list and press the "Open" button. Press the ">> Convert Material" button to import the material into the form. The material is transferred to the "Import payslip" tab of the smart form. Please check the material before importing. Imports take place in the same way as other payslip imports.
Keywords: Payslip, Netvisor, Smart form, MaraPlan material, Payroll data, Data import, Automation accounting office, Payroll management
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