Payroll Upload Templates 0 0

What Payroll Upload Templates Do

Payroll Upload Templates define how columns in an uploaded file map to BoviHR payroll fields. A template can be reused when the file format stays the same each pay period.

When To Use Templates

Use templates when:

• The same spreadsheet format is used repeatedly.
• A department sends payroll data every period.
• Payroll wants to reduce mapping mistakes.

Practical Example

A spreadsheet has columns named Employee ID, Bonus Amount, and Deduction Amount.

Create a template that maps:

• Employee ID to employee identifier
• Bonus Amount to the bonus payroll item
• Deduction Amount to the deduction payroll item

Next period, use the same template again.

Basic Steps

1. Open Payroll Upload Templates.
2. Create a new template.
3. Name the template clearly.
4. Map each file column to the correct payroll field.
5. Save the template.
6. Test with a sample file.

Common Mistakes

• Using vague template names.
• Mapping amount columns to the wrong payroll item.
• Reusing a template after the spreadsheet format changed.
• Not testing the template before a real import.

Related Articles

• Payroll Upload Overview
• AI Header Mapping
• Previewing And Importing Payroll Uploads