In Access Definitiv, you can use the line-item import functionality within the pay run to bulk pay line items, such as one-off payments of bonuses, using the template below.
Note: You will need to use a Windows device to save these imports, as Apple devices don’t cater to the macros in Excel.
To Create and Save
Download and open the Line item import file below and fill in all mandatory columns:
You can download and view an example of the Import Line item Excel file as follows: Example: Import Line item Excel file
Hit the Run button once the sheet has been completed.
A message to save the file will appear.
Enter the file address manually to save the file to; however, please note that most organisations do not allow write access on the C Drive directly, therefore save to a folder you have access to, or go to file explorer, and under This PC select OS (C:).
Open the folder and select Users.
Select your user name.
Right-click the bar at the top and select copy address as text.
View the spreadsheet and highlight C: and paste the address.
This will save the file ready for import.
To import the file
Open the applicable pay run and hit the import button at the top.
Select the Line Items option.
Locate the line item imports.
Select open, and the line items will import and automatically recalculate the employees contained in the import spreadsheet.
To check if the file has been imported
To ensure the import was successful, the following reports can be checked:
Run the Pay Runs report and filter by pay run. This is recommended for larger imports that contain a lot of employees.
For smaller imports, we recommend running the Pay Items totals report or the Employees by pay items report.