This article guides the clients through the process of performing mass upload of bonuses and allowances of their workers within the system.
The bulk upload of bonuses and allowances helps in streamlining the process of adding multiple adjustments simultaneously.
Mass Upload Bonuses and Allowances
✅ Step 1 – Navigate to the 'Home' Page or 'People' Page
✅ Step 2 - Click on 'Mass Upload Adjustments for Multiple Workers'
Select the adjustment type as bonus or allowance
✅ Step 3 -Fill in the details
Select the appropriate adjustment category, enter the adjustment name, and provide a description for the adjustment. Click on Continue.
✅ Step 4 - Download the Mass Adjustments template
✅ Step 5 - Fill in CSV
You may open the downloaded .CSV file using any spreadsheet editor (e.g., Microsoft Excel, Google Sheets).In the CSV file, fill in the data. and save the changes made in the .CSV file on your local device.
Make sure you fill in the template with the relevant amounts.
✅ Step 6 - Upload the populated CSV file
If there are errors in the filled CSV file the system may prompt an error message, rectify the errors, and try uploading the file again.
Make sure the uploaded file is specific to adjustments of the same type and category.
✅ Step 7 - Review the CSV file and Click 'Upload'
Review the list of employees along with their corresponding amounts and upload the file.
Once completed, the adjustments will be successfully uploaded.