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Import Compensation

Summary

This article explains how to import compensation data into Plumm HR using an Excel template. Follow the steps to accurately upload compensation details for your employees.

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 required compensation data ready for import.
  • The Excel template must be filled out correctly before submission.

Step 1: Access the Import Feature

  1. Navigate to the Admin Settings section of Plumm HR.
  2. Under the settings menu, go to the "Import" option.
  3. Click on the three dots next to “Import Staff.”
  4. Select the "Import" option.

Step 2: Download the Template

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

Step 3: Edit the Template

  1. Open the downloaded Excel file.
  2. Update the following fields with the relevant compensation information:
    • Work Email
    • Effective Date
    • Basic Salary
    • Bonus
    • Commission
    • Variable Compensation
    • ESOPs (Employee Stock Option Plans)
    • Change Type
    • Notes
    • Update Contract
    • Update Role History

Step 4: Validate the Data

  1. After editing the template, click "Next" to validate the data.
  2. Review any validation messages and ensure the data is accurate.

Step 5: Submit the Import

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

Frequently Asked Questions (FAQ)

1. Can I import compensation details for multiple employees at once?

Yes, the import feature supports bulk compensation data uploads using the template.

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

The platform will flag errors during the validation process. You will need to correct them and re-upload the template.

 

3.Can I edit the bonus information after submission?

You may need to reach out to your HR team or admin to make changes to compensation data after it has been imported.
 
 

4. Where can I download the compensation import template?

The compensation import template can be found in the import section under Admin Settings.
 
 

5.Is there a limit to the number of compensation entries I can import?

There is no set limit, but larger imports may take longer to process.