Importing Recurring Allowances in Bulk

Recurring Pay Items

Recurring pay items are saved within each employee's salary details. These details record

• which recurring pay items will be automatically paid or deducted 
• the hourly or multiplicative rates at which hourly pay items are calculated

For new migrations that are not utilising the Buddy Template, we recommend importing these in bulk.

Importing Recurring Pay Items

To import the recurring Pay Items

1. Go to People
2. Click Import Employees
3. Upload your sheet (refer below)
4. Select Recurring Pay Items
5. Click Verify Field Mapping
6. Map the employee, pay item name, and amount fields
7. Click Import

After importing, Buddy will overwrite the current salary details to include these recurring items. This data can be verified by downloading the Employee Data report from the reports section.

Preparing Sheet for Upload

Within spreadsheet software like Excel or Google Sheets, create a spreadsheet with three columns:

• Employee Reference
  (Full Name, Reference, or NI Number)
• Name of the Relevant Pay Item
• Amount
  
  • For pay items like cash/deductions, insert the recurring amount to be deducted at each payroll
  • For rate items (like hourly, daily, multiplier), insert the multiplicative rate (e.g. per hour or per day).