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Import Bonus

Summary

This guide walks you through importing bonus data into Plumm HR using an Excel template. Follow the steps to ensure bonuses are accurately added to the system.

In this article

  •  Before you begin
  • Step 1: Access the Import Feature
  • Step 2: Download the Template
  • Step 3:  Edit the Template
  • Step 4: Validate the Data
  •  Step 5: Submit the Import
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin access to the Plumm HR platform.
  • Ensure you have the necessary bonus data ready for import.
  • The Excel template must be edited as per the instructions before submission.

Step 1: Access the Import Feature

  1. Navigate to the Admin Settings section in Plumm HR.
  2. Go to the "Import" option under the settings menu.
  3. Click on the three dots next to “Import Staff.”
  4. Select the "Import" option.

Step 2: Download the Template

  1. Once in the import section, click on "Import Bonus."
  2. Click "Next" to proceed.
  3. Download the provided Excel template.

Step 3: Edit the Template

  1. Open the downloaded Excel template.
  2. Update the following fields with the necessary bonus details:
    • Work Email
    • Date
    • Bonus Currency
    • Bonus Amount
    • Criteria
    • Effective Date
    • Bonus Paid Currency
    • Bonus Paid Amount
    • Reason
    • Status
    • Connect to Payroll

Step 4: Validate the Data

  1. After editing the template, click "Next" to validate the data.
  2. Check for any validation messages and make sure the data is correct.

Step 5: Submit the Import

  1. Once the data is validated, navigate back to the import tab.
  2. Click on the "Submit" button to import the bonus data into the system.

Frequently Asked Questions (FAQ)

1. Can I import multiple payroll entries at once?

Yes, the import feature supports bulk payroll data entry via the template.

2 . What if I make a mistake in the template?

 If the template contains errors, the system will flag them during the validation process. You’ll need to correct the errors and re-upload the template.

 

3.Can I edit the bonus information after submission?

After the import, you may need to contact your HR team or admin to make changes to bonus details.
 
 

4. Where can I download the bonus import template?

The bonus import template is available in the import section under Admin Settings.
 
 

5.Is there a limit on how many bonus entries I can import at once?

There’s no specified limit, but larger files may take longer to process.