You can use the Update User Pay Details CSV to bulk upload your user's Xero and/or MYOB details into the platform.
- Complete the relevant fields in the CSV file.
- Click the Choose File button and select the completed CSV file.
- Confirm that you are uploading the correct file and click on the Yes button.
A screen appears indicting the upload progress of your file. The platform automatically redirects you back to the import employee screen once this step has completed.
A summary appears on the Import Employee's screen outlining what data successfully uploaded and what errors occurred.
|CSV Template||Platform Field Name||Required||Data Type||Notes|
|First name [*]||First name||Text|
|Last name [*]||Last name||Text|
|Account email [*]||Account email|
|Synchronise with payroll [Yes | No]||Synchronise with payroll||Text||Select from either:
|Hours/days per week||Normal working hours per week||Number|
|Pay normal working hours by default [Yes | No]||Pay employee their normal working hours by default||Text||Select from either:
|Anniversary date [dd/mm/yyyy]||Anniversary date||Date||Enter as dd/mm/yyyy|
|Salary option [Annum | Month | Fortnight| Day]||Pay rate||Text||Select from either:
|Pay schedule||Pay schedule||Number|
|Pay category||Pay category||Text|
|Pay details - Effective from||Effective from||Date||Enter as dd/mm/yyyy.|
|Leave allowance template||Leave allowance template||Text|
|Ordinary work hours||Ordinary work day||Numbers|
|Timesheets [Enabled | Disabled | Enabled for exceptions]||Timesheet type||Text||
Select from either: