Importing and exporting opening balances | Payroll Web Platform

Opening balances allows you to transfer your employee entitlement information, from your previous payroll platform over to your Employment Hero Payroll platform. Thereby creating a seamless transfer of your employee entitlement data when migrating over to our payroll platform.

The Opening Balances feature allows to import in bulk your employee's opening balances and export this information if needed as well. You can also use this feature to configure your organisations initial basis period to suit your business needs. 

Availability

Payroll Plan:   Essentials   Standard   Premium

Getting started

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

Add initial basis period
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Select the Initial Basis Period from the Basis Period drop-down box.
  5. Click the Save button.
    Opening__SG__1.jpg

Data Management

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

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.
    Opening__SG__2.jpg
  5. Choose from the following data type customisations:
    • Template with employee data.
    • Template with employee data (Including terminated employees).
    • Empty template.
  6. Select from the following file formats:
    • XLSX.
    • CSV.
  7. Click the Download button.
    Opening__SG__3.jpg
Importing 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. Opening__SG__4.jpg
  5. Click the   Select File button.
    Opening__SG__5.jpg
  6. Click the   Confirm Upload button.
    Opening__SG__6.jpg

    Helpful Hint

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

    Opening__SG__7.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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