What is a Workbook?
A workbook is a spreadsheet template which can be downloaded and sent to clients to fill in. After they fill in the data in the requested format, they can upload this so that your payroll team can process all required changes for payroll.
Import Templates
To create a Workbook Template, first, you would need to set Import Templates.
Refer to Import Templates: Standardised Sheets for Data Imports, to learn how to create new Import Templates.
Workbook Templates
Workbook templates can be created in a similar way to Import Templates.
Start by:
- Going to the Bureau (Advisor) page
- Click on Import Templates
- Click + Add Template
- The name of the sheet you'd like to add
- The pre-created template to be used
With Workbooks, you can therefore send a client one template with multiple sheets.
Best Use of Workbooks
Workbooks are useful in multiple ways:
- During onboarding, to request all required employee data from the client
- To import payroll data, including:
- new starters
- changes in employee details (salaries, tax, bank details)
- absences