▫️Monthly Input

1. How to import bonus?

To import bonus in bulk, please follow the path mentioned below:

Path: Login to cloud > Payroll > Import > Monthly Input > Monthly Input Import > Download Sample Monthly Input Import and make changes in the Excel sheet as per your requirement > Select Category > Add/Select Setting name > Select ‘Bonus’ component from Employee earning > Fill the component Bonus values from the Excel sheet > Fill the import Month, Year, start row & end row values as per your Excel sheet > Select employee code column from Excel > Save settings > Import Template > Upload file

Step 1: Login to cloud portal, go to ‘Payroll’ menu, select ‘Import’ from the sub-menu and click on ‘Monthly Input’.

Step 2: Select ‘monthly Input Import’ from ‘Excel Input Import Template’ drop down, Download the ‘Sample Monthly Input Import’, and make necessary changes from the downloaded sample Excel.

Note- The downloaded Excel file will be visible in your system. You can make changes and alter it as per your need.

Step 3: Select ‘category and select the ‘setting Name’ from the drop-down or add the ‘Setting Name’.

OR Add the ‘setting Name’

Step 4: Select ‘Bonus’ from ‘Employee Earning’, Fill the ‘Component’ values from the Excel sheet you want to upload.

Note: In case if you cannot find ‘Bonus’ component in ‘Employee Earning’, then please refer the link below to add bonus component in employee earning and set the ‘Behavior’ as ‘Include in Monthly Input’.

Payroll | Pocket HRMSdocs.pockethrms.com

Step 5: Fill the ‘Import Month’, ‘Import Year’, ‘Start row & End row’ column values as per your Excel sheet, and fill the ‘Employee Code Column’ component as per your Excel Sheet.

Step 6: Select ‘Save Settings’, go to on ‘Import Templates’ to upload the 'Excel sheet' from your system and click on ‘Upload File’.

Note: Please ‘Save Settings’ before uploading the file else the changes made might not get saved.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=11# Link to add incentive in bulk for all the employees: https://docs.pockethrms.com/faqs/cloud-portal/payroll/import#id-5.-how-to-add-incentive-in-bulk-how-to-update-or-upload-incentive-for-all-employees

For any queries, contact [email protected]