As a client, you may be responsible for data entry before your payroll provider (bureau) starts calculating your payroll.
If this is enabled for your account:
- Go to Run Payroll
- You will see a screen showing the payroll details
- Click the download icon next to the Workbook name
- Fill in every sheet, using drop-downs to validate data
- Once done, save your updated Workbook
- On Buddy, click Upload or Drop Files and upload the Workbook
- If there are any other documents you'd like to send, add these to Other
Workbook Validation
Upon uploading your Workbook, Buddy will automatically start to validate the file.
As per the screenshot below, you will see a summary of how many valid rows will be processed in each sheet.
If this is less than expected, it's best to remove the workbook by pressing x, update your sheet and re-upload it.
Submission
Once the validation of the workbook includes the expected summary, click Complete All Steps.
This will process the workbook. The bureau will then be able to access your uploaded files directly from Buddy to continue their payroll processing.