Upload Pay Item Template
Instead of adding allowances one by one during Payroll, you can upload all pay items for multiple employees simultaneously. This can be done by filling in a .csv sheet and uploading it.
To download Buddy's pay item template,
- Go to Run Payroll
- Click on the download button, on the left of Upload Allowances
Once you download the template, fill in the sheet with the employee's details and the allowance amount under the respective columns.
You may delete any allowance columns that are not to be included in the import. Similarly, you can create your own template, as long as the first column uses the Header "ID" and each following header matches and overtime or allowance name.
Uploading Pay Items during Payroll
Buddy will only upload allowances for payslips that are not currently saved (i.e. 'finalised').
Within the Run Payroll page:
- Click the Upload Allowances button.
- Drag your .csv into the dotted area, or click Upload and select your file
- Select whether to "Allow repeat allowances"
- If disabled, Buddy will overwrite allowance values of the same name
- If enabled, Buddy will create duplicate allowances, e.g. if you have multiple rows of Tips for the same employee
- Confirm by clicking Upload [file name]
The pay items will be immediately uploaded, and can be verified by downloading a payroll report from the Reports section.
Should there be any failure to upload any specific allowance, Buddy will list this in the UI, such as "agreement not found" with the row information (e.g. if you have a typo in the ID number).
Video
You can also follow the instructions in the video below: