Excel Import for Take-On Balances (pre-2019)

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, please still just leave it blank and do not delete it.
• Save the file.
• To import the file go to Employees > Bulk Actions > Bulk Add Employees.
• Upload the file, verify the information and Save.

Important Notes

• 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 / rearrange any rows or columns.
• The file must be saved in Excel (.xls or .xlsx) format.