The article provides step-by-step instructions for creating and importing a bonus payroll file, including selecting reports, customizing columns with earning or deduction codes, exporting and editing the worksheet in Excel, and importing the completed file into the payroll system for processing and final submission.
Creating Import File
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On your Home Tab, select Reports Icon and then My Saved Reports
- In the Search by Reports Search Bar, type in: Input Worksheet
- Choose Payroll Input Worksheet: Payroll > Advanced Payroll > Payroll Input Worksheet Electronic
- In your columns, under Pay Statement Type, you will select the Type of Pay statement yo want to use. For this Bonus payroll, we are typing in Bonus
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Now we can select our Earning Codes/Deductions Codes by Selecting the Actions Icon
and selecting Add/Remove Columns
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You can use the search bar to easily find and select the earnings and/or deductions codes you are looking for. Once you have selected your code, you can check the box and select Add.
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This will add to your Current Columns and then select Apply to add it to your Input Worksheet.
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Once you have selected all of your earnings codes and/or deductions codes, select the Action Icon to export the worksheet for data entry.
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Export File as Excel 97-2007 and Export
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Enter in the Bonus data into the worksheet and save the file
Importing File into Payroll
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Go to Process Payroll
and select the prep process steps
for your Bonus payroll
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Under Add/Edit Batches, select view payroll batches
- Select Import Batches
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Choose File and select your bonus payroll import file. Ensure that columnar is selected
Please Note: If you use the Import Template (Regular) or (Columnar) in the above the photo, please follow the instructions in the file.
- Select OK
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After you have imported, you will be given import results. Select 'Back' and then select Open Batch For Edit
to review the information
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Select OK, leaving all boxes unchecked
- Make any changes as needed, Save and Update, and Close Batch
- Return to the Payroll Prep Process steps and complete the remaining processing steps, skipping Run Accruals, and Submit payroll.