>>Settings > Bulk Data > Import/Export > Paylsips

Import historical payslips (created outside of ZipHR) in the current tax year to allow for accurate year-end tax reporting. 

Make sure that you have first created a payroll batch for the historical payslips you’re about to import.  We suggest you name the batch like "Monthly Payroll (Imported)" to remind client that those are imported payslips. 

In Bulk Import/Export, click <PAYSLIPS>, then choose <IMPORT> in the dropdown list box.  You will see a link to Get a sample template. 

IMPORT PAYSLIP DATA

All import data is OPTIONAL, unless otherwise specified

1. ZipID / EmployeeID * – User must already be created in the system to import payslips
2. Name / Surname – for reference purposes only, will not be imported
3. Batch ID * – Batch ID available where payrolls are presented.  You may import to various batches in one import worksheet.
   
4. Batch Name – ex. Regular (Semi-Monthly)
5. Total Wages * – Basic Salary - Tardy/Absences + Overtime + Holiday pay
6. Minimum Wage Payslip * – Input Yes if the employee is a Minimum Wage Earner; No if not
7. Other Payments (OP)
   • Must use the format OP[Type]Payment Name
     • Example: OP[Fixed Allowances]Meal Allowance
   • Go to Other Payment Types to see OP types are available
8. Wage Type 
   • Wage[Type]Activity Name
     • Example - Wage[Holiday pay]Working
   • Go to Leave Activities & Working Activities to see what types are available
   • Make sure that there is only one column for each TYPE
     • Example: 1 Wage[Holiday pay]Working, Wage[Night shift pay]Working, Wage[Overtime pay]Overtime, Leave types (you may summarize amount to each type)
9. Contributions
   • See your Contribution Settings to map the correct contribution 
   • Contribution Wage - contribution wage basis used to compute the contribution share
   • Contribution ER - employer contribution (positive)
   • Contribution EE - employee contribution (negative)
     Note: Put 0 if no contribution was deducted
10. Gross Income - (Total Wages + Taxable OPs) recommended to include 
11. Deductible Expenses – as applicable, if there are tax-deductible expenses in your country 
12. Net income – (Gross Income + Contribution EE/Deductible Expenses) recommended to include 
13. Period Tax – withheld income tax for the period (positive)
14. Bonus Tax – tax from bonuses, if taxed separately from regular income tax (positive)
15. Termination Tax – tax on termination payments, if taxed separately from regular income tax (positive)
16. Pension Tax – tax on pensions, if taxed separately from regular income tax (positive)
17. Tax Payable – total amount from Period Tax to Pension Tax (positive)
18. Total Payable – total amount paid to the employee

Press <IMPORT> to upload all the historical payslips within a minute!

WARNING: Import of payslips shall OVERWRITE any existing payslips that overlap for such periods!

IMPORT NOTIFICATIONS

• Success! A notification will show on your screen once your import has been processed.
• If unsuccessful, a reject notification will show on your screen and will also send you an email with the things that must be corrected. You can go ahead and check your email/file to verify.
  
  TIP: The screenshot shows that there is an error in the Bonus Tax and Termination Tax in Row 2. You can go check your import file and look for Row 2 and then amend what should be amended, then reupload. In this case, the Bonus Tax and Termination Tax should be 0.