Importing and exporting opening balances and historic gross earnings | Payroll Web Platform

Opening balances allows you to transfer your employee entitlement information, from your previous payroll platform over to your new Employment Hero Payroll platform. Whereas the purpose of historical gross earnings is so your payroll platform can calculate accurately the average wage earnings for your employees when they take leave. 

The Historic Gross Earnings and Opening Balances feature allows you to import in bulk your employee's opening balances and historical earnings and export this information if needed as well. You can also use this feature to configure the initial financial year for your business.

Availability

Payroll Plan:   Essentials   Standard   Premium

Getting started

The below premise will walk you through how to add your organisation's initial financial year.

Add initial financial year
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Select the Tax Year from the Tax Year drop-down box.
  5. Click the Save button.
    Opening__NZ__1.jpg

Daily Activities

The below will walk you through how to import and export your organisation's opening balances and historical gross earnings.

Export opening balances
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Click the Export   button.
  5. Click the Opening Balances button.
    Opening__NZ__2.jpg
  6. Choose from the following data type customisations:
    • Template with employee data.
    • Template with employee data (Including terminated employees).
    • Empty template.
  7. Select from the following file formats:
    • XLSX.
    • CSV.
  8. Click the Download button.
    Opening__NZ__3.jpg
Export historic gross earnings
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Click the Export   button.
  5. Click the Historic Gross Earnings button.
    Opening__NZ__4.jpg
  6. Choose from the following data type customisations:
    • Template with employee data.
    • Template with employee data (Including terminated employees).
    • Empty template.
  7. Select from the following file formats:
    • XLSX.
  8. Click the Download button.
    Opening__NZ__5.jpg
Import opening balances
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Click the Import   button. 
  5. Click the Opening Balances button.
    Opening__NZ__6.jpg
  6. Click the   Select File button.
    Opening__NZ__7.jpg
  7. Click the   Confirm Upload button.
    Opening__NZ__8.jpg

    Helpful Hint

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

    Opening__NZ__9.jpg
Import historic gross earnings
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Click the Import   button. 
  5. Click the Historic Gross Earnings button.
    Opening__NZ__10.jpg
  6. Click the   Select File button.
    Opening__NZ__11.jpg
  7. Click the   Confirm Upload button.
    Opening__NZ__12.jpg

    Helpful Hint

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

    Opening__NZ__13.jpg

Author recommended

So you are now up to date and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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