Bulk Import of Overtime Entries

Importing your overtime entries using Excel for a particular Payroll

Nigel Pace avatar
Written by Nigel Pace
Updated over a week ago

On Indigo you can import all your overtime entries for a specific payroll using Excel:

  • Go to Payroll & Leave > Main > Payrolls.

  • Highlight the payroll you want to import the overtime for and then click the Overtime tab on the top right.

  • Press the Export Button from the Toolbar and click Generate Template.

  • Open the template and you will find the following columns, some of which are required while others are optional.

Below you will find a glossary of all the columns as well as an example of what the Excel sheet would look like.

Required

  • PayRollCode: Here you will input the current payroll code.

  • EmployeeCode: The employee code must be input here.

  • Code: This column is used for telling the system that this is a new record. This should be filled in as *AUTO*.

  • PayItemCode: In the pay item code column you will determine which type overtime you will use.

  • Date: The date of the overtime must be input here.

  • NumberOfHours: This determines the number of hours worked.

Optional

  • CostCentreCode: In this column you must enter the Cost Centre which the overtime will be assigned to. If left empty, the system will assign the default Cost Centre of the employee.

  • Factor: Manually input the multiplier amount.; if left empty, the system will take in the pay item multiplier into account.

  • HourlyRate: If left empty, the system will consider the employee's basic pay for the hourly rate and multiply it by the overtime selected. To insert the HourlyRate make sure to use PayItemCode 'OTRATE'.

  • Reference: This can be used as an internal reference and does not show on any part of the payslip.

Once the Overtime is input and saved, you can start importing your entries: go back to Indigo and press the import button, then upload your file. If everything is correct, the overtime should be uploaded to your system and will be ready for calculation.

More about how to:

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