How to Bulk Import Pay Items in Payroll

Are you tired of manually adding pay items to your payroll? Our Payroll Bulk Actions feature allows you to effortlessly import various pay items, including additions, deductions, and tax relief items, for multiple employees all at once!

This process is straightforward and convenient. Simply download the appropriate template for the pay item you need to add, input the required amounts, and upload the template. Our system will automatically capture the details, saving you valuable time and effort.

At the end of this article, you'll find a step-by-step video guide on how to bulk import pay items using "Bonus" as an example.


Log in to BrioHR

1.   Navigate to HR Lounge > Payroll.

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2.   On the Dashboard, proceed to Run Payroll as usual.

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3.   After selecting the payroll cycle, click on +Add Items in Bulk.

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4.   Choose the type of pay item, then click the Import button.

NOTE:

Each pay item has a unique template. Ensure you select the correct type before downloading.


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Example: In the screenshot above, the "Bonus" pay item is selected. To input the bonus amount, click the Import Bonus button.

5.   Click the Download button to get the bulk import template.

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6.   Enter the necessary details under the Bonus tab. Save a copy of the completed template for upload.

Important Guidelines:

  1. The template cannot be used to modify employee or salary information.
  2. Only input the pay item amounts.
  3. Add or edit amounts only for employees who have the pay item.
  4. Do not edit or delete any columns, headers, or modify the template's format.
  5. Simply downloading and re-uploading the template with all employees included is not recommended.

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7.   Click Choose File to select the completed template, then click Upload Excel File to complete the process.

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8.   Within minutes, the import process will be completed! You'll see the amounts displayed in the list for easy tracking and management.

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9.   Once the import process is finished, you can verify and validate the data for each employee by checking their individual pay item amounts during the payroll run.

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Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.