Mapping templates for importing payments
When importing payments, a mapping template is used to match columns on the file being imported to the information in Every Payroll.
The Mapping template settings can be saved as Mapping template. It is then set as the default template and can be used next time payments are imported rather than entering the settings each time.
After a file of payments has been uploaded, the system automatically tries to match the columns in the file to the required columns. These can be changed in the preview if needed. If selecting Skip upload and manage templates on the Upload CSV File pop up, the mapping has to be set up manually.
The type of mapping template you create is based on the Type of file being uploaded.
Row based mapping template
Row-based is used if each row in the file is for a single payment. To learn how to create a mapping template for Row-based files, go to Create Row-based Mapping templates.
Column based mapping template
The Column based mapping template offers more flexibility and options. It is used if each row in the file has multiple payments for the employer.
It also has additional settings per column to allow:
- Notes that are not imported to the pay code.
- Set whether column vales are based on a multiplier with hours or days rather than monetary values.
To learn how to create a mapping template for Column based files, go to Create Column based Mapping templates.