Import One-off Payment Records (List format)

Make sure you have completed following session(s)

l What is One-off Payement

l One-off Payment Item Setup

This topic will walk you through how to batch import one-off payment records from Excel file to the system.

NOTE

This import function is available for the customers who have bought “Payroll Advance” module. If you don’t have such module, you may input the record one by one. For details, please refer to “Input One-off Payment record to employee”

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\OneoffPaymentRecordImport.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. OneoffPaymentRecordImport20160905.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 the “Employee One-off Payment Records” 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

CAUTION

Do NOT import the same Excel file more than 1 time to prevent duplicate records

3 View and check the imported data

3.1 Please refer to the manual “Input One-off Payment Record to Employee”

See also

Import One-off Payment Records (Table format)

Batch input one-off payment records

Batch delete One-off Payment Records