Migrating to Phoenix Payroll from a manual-based payroll system or from other payroll software is made easy via Phoenix Payroll’s Data Importation feature. Phoenix Payroll’s import from CSV feature provides a means of easy migration from other payroll systems. You can import several data such as Employee Records, Employee Schedules, and Recurring Entries.
Employees
Importing employees records just simply click the Action button, select Import/Update Employee Records. The Import/Update Employee Records under the Action button will be enabled when the active section is the Employees Section.
After clicking Import/Update Employee Records, Employee Records Import window will appear on top. You can now browse the Excel import file.
You can locate Employee Record Import template in Phoenix Payroll Installed folder ->Importation Templates ->Template for Employee Data Import & Update.xls
Employee Schedules
To import employee schedules just simply click the Schedule section tab located at the left side of the Phoenix Payroll, then click Import button at the Data Panel.
An Import Employee Schedules window wizard will appear. Click next to proceed. Browse the path directory where the employee schedule file is, then select the file.
Browse the path directory where the employee schedule file is, then select the file.
You can locate Employee Record Import template in Phoenix Payroll Installed folder à Importation Templates à Template for Attendance Employee Schedules Importation.xls