How to Use the Bulk Upload Feature for Payroll Arrear Days?

We have introduced a new bulk upload feature for payroll arrear days to streamline the payroll process. This guide will walk you through the steps to use this feature effectively.

Step-by-Step Guide

1. Log in as an Admin

• Start by logging into the system as an admin.
• Navigate to the dashboard.

2. Access the Payroll Module

• From the dashboard, select the Payroll module.
• Click on Run Payroll.

3. Payroll Summary Screen

• The Payroll Summary screen will appear.
• Select the desired month by clicking on the appropriate box. All months will be visible, and you can choose the one you need.

4. Review the Payroll Summary

• On the right-hand side, you will see a summary that includes:
  • Number of processed employees
  • Total gross
  • Total PF (Provident Fund)
  • Other relevant details

5. Access Payroll Inputs

• Below the summary, click on Payroll Inputs.
• On the left-hand side, select Actions.

6. Download the Excel Sheet

• Under the Actions menu, click on Upload Arrear Days.
• An option to download the Excel sheet will appear. Click on Download to get the template.

7. Fill in the Excel Sheet

• Open the downloaded Excel sheet.

  Enter the following details for each employee:

  • Email ID
  • Full Name
  • Employee Code
  • Month and Year: Enter the month as a number (e.g., January = 1, December = 12). Enter the year as a four-digit number (e.g., 2021, 2024).

  • Type of Arrear: Enter either "Pay" or "Recover" based on the action you need.

    For each day of the month, enter the corresponding code under the specific date:

  • FD for Full Day
  • HD for Half Day
  • QD for Quarter Day
  • TFD for Three-Fourth Day
  • CLR to Clear any existing arrear
  • Leave blank if there is no arrear for the day

• After filling in all the details, save the Excel file.

8. Upload the Filled Excel Sheet

• Return to the Payroll Inputs section.
• Click on Actions and select Upload Arrear Days again.
• Choose the saved Excel file and click Upload.

9. Completion

• Once uploaded, the arrear days will be processed as per the details provided in the Excel sheet.

By following these steps, admins can efficiently use the bulk upload feature for payroll arrear days. This process simplifies data entry and ensures accurate payroll processing.