Import Employee Profile Allowances

Employee profile allowances

You're able to easily manage the Allowances located in your Employee's profiles using the CSV Import and Export tool.

For example you may need to update allowances in bulk when:

  • Rates change
  • Or you need to remove allowances.

 

Bulk view, update or remove allowances from Employees Profiles

To view or remove an allowance from an employee profile:

  1. Navigate to the hamburger icon to open the full menu > Integrations > CSV Import.
  2. From the drop down select Employee Profile Allowances.
    • Select the Get definition button to see what each column is and also if it is a mandatory field.
    • Export the Employee profile allowances this will produce a CSV with all your existing profile allowances including Label and Qty overrides.

    • You can also remove an allowance by typing in yes in the RemoveAllowance column
      • Using this document you can edit rates, quantities or add a custom label which will appear on payslips.
  3. Save your amended document. Select the choose file button and select the amended document, then select Import CSV.

  4. Now when you navigate to an Employee's Profile > Employee Card > Allowance tab section, you will see the updated allowances.
  • Example of new allowance added e.g. Travel Allowance.

  • Example of a allowance removed (previously showed a laundry allowance).

Bulk add new allowances to Employee Profiles

Please note, if you have an allowance that has multiple rates, you'll need to add these individually, this is because the tool below doesn't support multiple rates.

To add new allowance in bulk to an employee profile:

  1. Navigate to the hamburger icon to open the full menu > Integrations > CSV Import.
  2. Download the blank file and fill in the required fields.
    • Tip use the pay item and allowance report to locate the Award id and allowance id.
    • If adding a new rate leave the allowance and award id blank.
  3. Save your amended document. Select the choose file button and select the amended document, then select Import CSV.

  4. Now when you navigate to an Employee's Profile > Employee Card > Allowance tab section, you will see the updated allowances.

Was this article helpful?
1 out of 2 found this helpful