Once you have completed all the fields, you can import the template from the Opening Balances screen.

1. Log into your Employment Hero Payroll platform.
2. Click on Business > Payroll Settings > Business Settings > Opening Balances.
3. Click on the Import button located on the top right hand side.

4. Select Historic Gross Earnings - AWE or Historic Gross Earnings - OWP from the drop down list.
   

   Important

   You can toggle between Import Historic Gross Earnings – AWE and Import Historic Gross Earnings - OWP - 4 Weekly by clicking on the Import OWP – 4 weekly button to the right.

   

5. Click Select file then select the file from your computer then click Open > Confirm upload.
   
   If your file includes employees on each worksheet (pay frequency), make sure all worksheets are completed. Otherwise, you will receive the following error:
   
   
   If you want to import each worksheet separately, you can do so by moving the worksheet to a new spreadsheet.
   
   Once the file has been imported, a status summary will be displayed:
   

Matching criteria

When importing historic gross earnings, employee records are matched according to the following criteria (in order of priority):

• If there is an IRD Number specified and it is not '111111111', then we'll use the IRD Number to match the employee;
• If there is an External ID specified, then we'll use the External ID to match the employee;
• Otherwise, we will use the combination of IRD Number AND name to match the employee.

Deleting data

If you want to use this import file to remove data from the opening balances, in bulk, you'll need to enter the value "0" (without the quotes) in the "Period x Gross", "Period x Hours" and "Period x Days" fields on your import file. This will revert the figure back to zero once the import is complete.

Alternatively, you will notice an option to clear the opening balances / historic gross earnings you have entered for the employee:

This works on a 'per tab' basis. If you choose to clear the data within that particular tab keep in mind the relevant reports will be updated. This feature is especially helpful if you have a high level of data entered. 

When you choose to clear the Historic Gross Earnings, upon clicking the Clear button you are given the option to clear All or you can choose to only clear one of the AWE or OWP 4 weekly.