Global Salary Import

Use this wizard to import new salary details into the payroll system and automatically adjust the salary history. This is useful when you have a number of salaries to update. You can import new salary data by using Workbench, but the salary history record is not adjusted when you use that method.

To import new salaries, you must first create your import file in comma-separated values (CSV) format, with the employees’ references in the first column and their new salary values in the second column. You can create the file by using Microsoft Excel and save the file as a CSV file type, such as newsalaries.csv. If you open such a file with Notepad, it looks like this:

0011,15000.00

0030,16700.00

0052,21000.00

0061,34250.00

0063,26400.00

… and so on.

After you create the CSV file, you select Payroll > Functions > Global Salary Import and the wizard guides you through the necessary steps.

The wizard has three pages.

Effective From

This is the date from which the new salary is applied. If the employee has any open salary history records (that is, the current salary), this will be made historical, with an end date of the effective date minus one day. A new salary history record is created for the newly imported salary value, starting from the effective date and it will have no end date. It is an open/active record.

Salary Change Reason

The salary change reason describes why the salary is changing. You can select it from the drop-down list. Some examples are:

Data Migration
Annual Cost of Living Changes
Performance-based Increases
Organization Restructuring

Date Source

Type the full path and file name of the CSV file you want to import. Alternatively, click the lookup button and find and select the file.

After you click Run, the new salaries are imported and the employee’s salary history updated. If the payroll has payments for the employee linked to the salary, these are adjusted to reflect the new value.