Import in Paycycle
Summary
This article provides a step-by-step guide to importing payroll data into Paycycle using an Excel template. Follow the instructions to successfully upload and process pay information for employees.
In this article
- Before you begin
- Step 1: Access the Company Money Page
- Step 2: Select Pay Schedule
- Step 3: Start Pay Run
- Step 4: Download the Template
- Step 5: Edit the Template
- Step 6: Validate the Data
- Step 7: Submit the Import
- Frequently Asked Questions (FAQ)
Before you begin
- You must have admin access to the Paycycle system.
- Ensure you have the correct pay data ready for import.
- The Excel template must be completed correctly before submission.
Step 1: Access the Company Money Page
- Navigate to the Company Money page in Paycycle.
Step 2: Select Pay Schedule
- Click on any location listed on the Company Money page.
- Click on the Pay Schedule tab.
Step 3: Start Pay Run
- Select any pay schedule under the Pay Schedule tab.
- Click on Start Pay Run to initiate the payroll process.
Step 4: Download the Template
- Once the pay schedule is selected, click on the three dots in the top-right corner of the screen for additional options.
- Select Import and then click on Download Template to get the Excel file.
Step 5: Edit the Template
- Open the downloaded Excel template.
- Fill in the following fields with the appropriate payroll details:
- Work Email
- Pay Code
- Description
- Amount
Step 6: Validate the Data
- After editing the template, click Next to validate the data.
- Review any validation messages and ensure the information is correct.
Step 7: Submit the Import
- Once the data has been validated, go to the Import tab.
- Click Submit to import the payroll data into Paycycle.
Frequently Asked Questions (FAQ)
1. Can I import payroll data for multiple employees at once?
Yes, the import feature allows for multiple employee payroll data to be uploaded simultaneously using the template.
2 .What if I make a mistake in the template?
If there are any errors in the template, the system will flag them during the validation step. Correct the errors and re-upload the file.