Employee profile allowances
The Employee Profile Allowances CSV import allows you to manage the Allowances located in your employee profiles easily. With this tool, you can add, remove and update your employee's profile allowances in bulk.
Use cases for why you would manage your allowances through this import:
- Allows you to have full visibility over whose profiles have allowances assigned
- Bulk update the allowance pay rate on profiles if it has been increased
- Assign allowances in bulk to new employees or employees who previously were not applicable
- Remove allowances from multiple employee profiles at once
In this article, we will cover:
- How to review, update or remove profile allowances in bulk
- Adding profile allowances to multiple employees at once
If you have always struggled to keep track of the allowances you have assigned to employees or simply dislike having to look for these items one at a time on each profile, then our CSV Import for Employee Profile Allowances will be your new best friend!
To view or remove an allowance from an employee profile:
- Navigate to the main menu > Import/ Export > CSV Import.
- From the drop down select Employee Profile Allowances, then select Export Employee Profile Allowances. This will produce a CSV file with all your existing profile allowances.
If you need guidance with understanding what the fields in the CSV file mean, select Get Field Definitions to see a breakdown of what each column refers to.
This will also show you what is mandatory for when you want to update or add in any new allowances.
Hot tip: Refer to this if any errors appear when uploading your amended file back into the platform. - Review the CSV document that would have downloaded to your files. Using this document, you can:
- Edit the rate paid.
- Change the quantity applied.
- Add a custom label to change what appears on the payslip.
- Remove an allowance entirely from an employee's profile.
- Once you have made your amendments to the CSV document and saved them, back in your foundU platform, select choose file and then your updated document. Select Import CSV to upload your changes.
If your upload has been successful, a green banner will appear along with the words 'Document uploaded successfully'. There may be a blue loading bar on your page, please wait until this has completed loading before navigating off the page.
If you have created a new allowance or added new employees to your platform, you might want to apply profile allowances in bulk to save time.
To bulk add allowances to employee profiles:
Before starting, if you do not already have the details of the Award Id and Allowance Id, you will need to pull an export to collect these. To do this navigate to the sidebar to open the main menu > Import/ Export > CSV Import.
- From the drop down select Shifts, then select Export Allowance Rates. This will export a CSV file with the details of all allowances currently set up in your platform.
- From the drop down select Employee Profile Allowances, then select Download Blank File and fill in the required fields and save your amendments.
- In the platform, select choose file and select the updated document. To upload the new allowances select Import CSV.
If your upload has been successful, a green banner will appear along with the words 'Document uploaded successfully'. There may be a blue loading bar on your page, please wait until this has completed loading before navigating off the page.
Hot tip: If any errors are flagged when uploading, please refer to the Field Definitions as you may have entered a field in the CSV file incorrectly.