Importing new earnings/deductions entries in bulk

Introduction

Managing payroll for a large workforce involves frequent updates to individual earnings and deductions.

To make this process more efficient, uKnowva HRMS provides a bulk import feature that allows HR teams to upload multiple entries at once using a structured CSV file.

This feature reduces the manual effort involved in entering data one by one and ensures consistency in payroll records.

In this guide, we’ll walk you through the process of importing new earnings and deductions entries in bulk using both basic and legacy import options available in uKnowva HRMS.

Step 1: Navigate to the Earnings and Deductions Interface

To begin importing earnings or deductions entries, log in to your uKnowva HRMS account and go to the left-hand navigation panel.

Click on the HR menu, select the Payroll sub-menu, and then choose the Earnings and Deductions option.

This will open a new page displaying the existing entries in a table format. Each entry is listed under headers such as Type, Action, Group, User, Month, Year, Amount, Remarks, Status, and Created On.

This section not only allows you to view previous entries but also serves as the area where new entries can be imported in bulk.

Step 2: Importing the CSV File

 Above the table listing the earnings and deductions, you will see an Import CSV button.

 

Click on this button to open a pop-up window with two import methods: Basic Import and Legacy Import.

 

Each method has its own set of required fields and is suitable for different types of payroll data.

If you choose the Basic Import tab, you will need to prepare your CSV file with columns such as Username, Month, Year, Bonus_earnings, and Adjustment_deductions.

You can download a sample template directly from this section, populate it with your data, and then use the Choose your file field to select your CSV file.

Once selected, click the Upload CSV Files button to complete the import.

 

 

Alternatively, if you opt for the Legacy Import tab, your CSV file must include more detailed fields such as Type, Group, User ID, Month, Year, Amount, Remarks, Publish, and whether it is In Non-Taxable.

Like the basic import, you can download a legacy format template, fill it in with your entries, and then upload it using the same file selection and upload buttons.

 

Step 3: Finalising the Import

Once you successfully upload your file using either import method, the new earnings and deductions entries will automatically appear in the existing table on the Earnings and Deductions page.

This confirmation ensures that the system has processed your data correctly and integrated it into your payroll records without the need for further manual input.

Conclusion

That’s it!

You’ve now successfully imported new earnings and deductions entries in bulk in uKnowva HRMS.

By following this process, you ensure that payroll updates for multiple users are managed efficiently, accurately, and in a format that suits your organisation’s needs.

The dual import methods offer flexibility for both simple and complex payroll requirements.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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