How to Use the Data Templates for Your BrioHR Implementation

During your BrioHR implementation, our team will help migrate your employee and company data into the system. To streamline this process, we provide a set of standard data templates. These templates ensure your information is structured correctly and ready for smooth migration.

To make the process easier, you’ll find both written instructions and short video walkthroughs for each template. You can follow along step by step while filling in the required details.

The five templates you’ll be working with are:

Employee List Template
Employee Payroll Data
Company Payroll Data + Payroll History Report
Expense Claims
Leave Template

1. Employee List Template

This template captures your employees’ core information (e.g., name, email, department, job title, hire date). It forms the backbone of your HR system, so accuracy here is essential.

2. Employee Payroll Data

This sheet is used to record salary, allowances, deductions, and other payroll-related details for each employee.

3. Company Payroll Data + Payroll History Report

Company Payroll Data: Covers your organization-wide payroll settings such as pay cycle, bank details, and statutory contribution accounts.
Payroll History Report: A record of past payroll runs (usually for the current year) to ensure continuity when moving to BrioHR.

4. Expense Claims

This template gathers any outstanding or historical claims you’d like to migrate. Typical fields include claim type, amount, date, and employee reference.

5. Leave Template

This file records employees’ leave balances and entitlements, ensuring that leave carried over and current balances are reflected in BrioHR.

Tips for Filling Out Your Templates

Always use the provided formats (e.g., date format YYYY-MM-DD).
Do not change the column headers, as they are mapped directly to the system.
Double-check for typos, missing values, or inconsistent employee info.
If unsure about certain fields, leave them blank and your implementation manager will clarify during the review.

What’s Next?

Once you’ve completed the templates:

Upload them to your shared implementation folder.
Our team will review your data and reach out if any clarification is required.
After verification, your data will be migrated into BrioHR.

For additional support, please contact your dedicated implementation manager.

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.