Import

How to import monthly input attendance data for employees in bulk?

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu select the ‘Monthly Input’ option.

Step 2: Download the ‘Sample Monthly Input Import’ from the upper right-hand corner of the screen.

Step 3: Select the required details such as setting, category, and import month.

Step 4: Click on the ‘Employee Earnings’ folder from the right-hand side of the screen and add required components such as ‘WEEK OFF’ days or ‘LOP days’ as required. You can also click on the ‘Employee Deductions’ to add the deduction components.

Step 5: Map the components using dropdowns to the respective Excel column. Click on the ‘Delete’ button to remove unnecessary components.

Step 6: Ensure to fill in the correct values in all the required fields and click on the ‘Save Settings’ button.

Step 7: Upload the Excel file you prepared in the ‘Import Templates’ fields and then click on the ‘Upload File’ button. The monthly input will be imported in bulk accordingly.

For any queries, contact [e-mail]

Path: Cloud portal > Payroll > Import > Monthly input > fill in required details > Save Settings > Upload File.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=11