Nxsys offers
Bulk Importing of Timesheets, Employees, Agencies & Prospects. This feature
can be accessed by selecting ‘Import’ from the sidebar menu, which will expand
to show the options below.
For this example, we’ll look at the Timesheet Import option, but all imports have the same process.
When selecting
Timesheets, you’ll be presented with the view below. The first step is to
download the Master Template to your desktop, by clicking the button
highlighted below.
You’ll then have a .CSV template with 2 tabs, Sample Data and Sheet 1. The Sample Data tab gives an example of how Sheet 1 should be populated with your timesheet data. The individual fields are as follows:
Once you have populated the template and saved it to your device, select Import File and then either drag your file into the window or browse your device to select the file.
Then you can select the Payment Frequency as Weekly, 2 Weekly or Monthly.
Based on your Payment Frequency selection, Nxsys will automatically select the current Tax period for your import, but you will be able to select any period you require.
The next step is to select Validate which will run several checks on the file to ensure payroll amounts meet minimum wage requirements etc. If any validation errors occur, these lines will be highlighted in Red and a message displayed in the Comments field explaining the error and what action needs to be taken.
Once all errors have been corrected and re-validated, the file will be imported and displayed in the import list. The timesheet lines will also be displayed on your Dashboard ready to be processed in Draft Payroll.