This topic will walk you through how to batch import
one-off payment records from Excel file to the system.
Steps
1
Prepare
data to be imported
1.1
Open
the Excel template file. You should find the template in the folder path as
shown below :
\\[ Your server]\TAMS\Template\Import\OneoffPaymentRecordTableImport.xlt
|
TIPS |
You may copy the Excel template file to another folder where easy to
open. |
1.2
Fill
in the data to be imported. Please follow the instructions shown in the table
header.
|
TIPS |
Data
import can be done many times within a month. Therefore, instead of input all
data in a single file, you may separate the data into multiple files for easy
management. For example, separated by date period (i.e. 1-15, 16-31), or
separated by item (i.e. Commission, Bonus, …), or even separated by staff. |
1.3
Save
the file to a particular folder and ready for import.
|
TIPS |
You may
save the file with a meaningful name so that you can find it easily. E.g. OneoffPaymentRecordTableImport20230720.xls |
2
Import
the one-off payment records to the system
2.1
Select the “Data
Import” function from the main screen “File”
option
2.2
Select
“One-off payment record table”
from the pull down menu
2.3
Click the [ … ] button to browse the
EXCEL file prepared in step 1
2.4
Click the [ Start Import ] button to start import and
wait for a while
|
NOTE |
During
data import, if any invalid data found, ALL data in the file will be
rejected. User has to correct the mistake in Excel file and then re-import
the whole file again until success. |
2.5
“ Import
completed “ message will be shown after import successfully
3
View and check the imported data
3.1
Please refer to the manual “Input One-off Payment Record to
Employee”
Input One-off Payment Record
(List format)
Batch
input one-off payment records
Batch delete One-off Payment
Records