Main: Bulk Import Settlements to Modulus

Preconditions

• Employees’ codes must exist in the selected payroll cycle.

Steps

1. Go to Compensation main menu.
2. Open Settlements page.
3. Click on “Import” top button.
4. Import page will open.
5. Download sample.
6. Fill in the sample with employees’ settlements.
7. Upload the filled sample.
8. Select settlements data:
9. Payroll Cycle
10. Pay Code
11. Debit Party
12. Credit Party
13. Select columns headers.
14. Validate your data:
• Yellow rows: includes invalid cells
• Red cells: includes wrong data
• Green rows = Valid data
15. Delete Invalid Data.
16. Import button will appear.
17. Click on “Import” button.
18. Settlements are imported successfully.