Import Employees (Payroll Tab)

This screen displays a list of employees who can be imported from the Employee Database into the current/active payroll.

Two types of employees can appear in this list:

Employees who are part of a different payroll for your company.
Employees who have been added to the Employee Database for onboarding purposes from either the Employer or HR tabs.

Note: The import method used in this screen is different than the typical import process whereby you import staff via a spreadsheet. For more information on the latter method, view the Importing Employees (and other data) from a Spreadsheet File tutorial.

View step-by-step tutorial

When an employee is imported using this screen, only their basic, non-payroll-specific details are included (i.e. all of the columns found in the Employer or HR tab's Setup Employee screen). If they are being imported from an existing payroll, none of those payroll-related details will be included (e.g. no start/end dates, YTDs, pay rates)

Note: Even though the table in this screen only shows only five data columns (i.e. Surname, Given Name, Initial, SIN and Employee No.), all of the data columns from the Employer or HR tabs will be included during the import process.

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

Context-Specific Buttons (that are unique to this screen, or that require additional instruction)

Import Employees - Use this button to import the selected employees (i.e. those who are highlighted in the table) into the current payroll. If you wish apply an employee template during the import process, remember to choose the corresponding template from the drop-down list beside the Import Employee button prior to performing the import process.

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Employee No.

This cell is uneditable, and displays the person's employee number as entered when the employee was created.

Given Name

This cell is uneditable, and displays the employee's first name (also referred to "given name" or "personal name") as entered when the employee was created.

Initial

This cell is uneditable, and displays the employee's middle initial as entered when the employee was created.

SIN

This cell is uneditable, and displays the employee's social insurance number (SIN) as entered when the employee was created.

Surname

This cell is uneditable, and displays the employee's given name (also referred to "family name" or "last name") as entered when the employee was created.

See Also:

Other Employee Settings: