Import a Pay Run via the payroll platform

Available for the following Payroll plans: Standard, Premium

Question

How do I import a Pay Run?

Answer

You can use the Import Pay Run feature to upload a file of a previously created Pay Run.

Important

You can access the file used during the importing process via the Pay Run Exporting feature. To read further information on how to access this feature refer to the following articles:

Interactive steps

Click here for an interactive demo

Written steps

Importing a Pay Run
  1. Click the Pay Run menu.
  2. Click on the Pay Run that needs data imported
    Showing the Pay Run overview page with a draft pay run highlighted
  3. Click the Actions tab.
  4. Click the Pay Run Actions button.
  5. Click the Import Pay Run button.
    Showing the Actions tab with the Pay Run Actions button followed by the Import Pay Run buttons highlighted
  6. Click the Clear Existing Data button.

    Warning

    Clearing existing data will erase the pay items for all employees, not just the employees within the import file.

  7. Select from the following options:
    • Earnings line.
    • PAYG adjustment.
    • Super adjustment.
    • Deductions.
    • Employee expenses.
    • Employee liabilities.
  8. Select from the following options:
    • Data in the spreadsheet will replace existing data for that employee.
    • Data in the spreadsheet will add to existing data for that employee. 
  9. Click the Configure ID Types button.
  10. Select from the following options:
    • Employee ID.
    • Location ID.
    • Pay category.
    • Deduction category ID.
    • Employee expense category ID.
    • Employer liability category ID
  11. Click the Select File button.
  12. Click the Confirm Upload button.
    Showing the Select File pop-up screen.

    Helpful Hint

    After the importing process finishes, a summary appears on your screen outlining what data successfully uploaded and what errors occurred.

    Showing the confirmation of a successful import screen.

Explore related content

  • Bulk update pay ratesThis payroll platform article will walk you through the steps you need to update pay rates for multiple employees in bulk.
  • Employee pay slip reporting This payroll platform article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.
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