Importing Employees from Wage Easy

You can import employee data from Wage Easy by following these steps:

Exporting Wage Easy Employee Data

The first step is to export the Wage Easy employee data into a tab-delimited .txt file.

Import Employee Data

Once you have generated the report, go to the Add employee > Import employee option:

Import_employees.png

From the employee import screen, select Wage Easy from the Import employees from drop-down options:

Wage_Easy.png

You will then need to provide the following details:

  • Primary pay categories:
    • Full-Time Primary Pay Category
    • Part-Time Primary Pay Category
    • Casual Primary Pay Category
  • Leave categories:
    • Annual leave
    • Sick leave
    • ADO
    • Other leave
  • Payment schedule: You can assign any pay schedule that exists in the business
  • Locations: If you​ would like to have missing locations automatically created

N.B. If an external Id is used that has been used before, you won't be able to save it if the 'unique external Id' setting is switched on. This setting is located on the Payroll Settings > Advanced settings page. See here for more information. 

External_ID_s.png

Finally, you will need to select your upload file and click the Upload button.

Some notes on the import:

  • The 'cost centre' from the data extract will be allocated as the employee's primary location. The 'location' that was in the extract is allocated as an additional location for the employee
  • The data extract includes both an hourly rate and an annual rate. The hourly rate and base hours values are used and the annual rate is discarded as it is not completely accurate.
  • The locations are all set up at the top level currently (i.e. no nesting).

To finalise the employee setup, the recommended process is:

  • Export the employee data in the standard Excel format, fill in the remaining data and re-upload.
  • Export the opening balances to Excel format. fill in the spreadsheet and re-upload.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.