Excel Import for Take-On Balances

Once you have added your employees, their take-on balances can be added to the system in bulk using an Excel import as follows:

• Go to Employees > Bulk Actions > Take-On Tax Totals.
• All employees will be listed by default. Select a specific pay frequency and/or pay point if necessary.
• Click Export to Excel to download the template.
• Fill in the relevant totals for each employee. Leave any columns that are not applicable blank – if a column does not apply to any employees, continue to leave it blank and do not delete it.

Once you are done and have saved the file, it can be uploaded as follows:

• Go to Employees > Bulk Actions > Take-On Tax Totals.
• Use the dropdown menu next to Export to Excel and select “Import from Excel”.
• Verify the information and Save.

Please note:

• Only use an import file that was originally downloaded from the page above.
• Do not alter the structure of the spreadsheet at all when completing it – i.e. do not edit, add, remove, or rearrange any rows or columns.
• The file must be saved in Excel (.xls or .xlsx) format.