{"id":175,"date":"2020-05-23T14:35:07","date_gmt":"2020-05-23T14:35:07","guid":{"rendered":"https:\/\/phoenix-payroll.com\/kb\/?p=175"},"modified":"2020-05-29T10:21:14","modified_gmt":"2020-05-29T10:21:14","slug":"payroll-manual-preparing-data","status":"publish","type":"post","link":"https:\/\/phoenix-payroll.com\/kb\/payroll-manual-preparing-data\/","title":{"rendered":"Preparing Your Data"},"content":{"rendered":"\n<p>Migrating to Phoenix Payroll from a manual-based payroll system or from other payroll software is made easy via Phoenix Payroll\u2019s Data Importation feature.\u00a0 Phoenix Payroll\u2019s 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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a>Employees<\/a><\/h2>\n\n\n\n<p>Importing employees records just simply click the <strong>Action<\/strong> button, select <strong>Import\/Update Employee Records<\/strong>. The <strong>Import\/Update Employee Records<\/strong> under the <strong>Action<\/strong> button will be enabled when the active section is the <strong>Employees Section<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"376\" src=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-60.png?resize=580%2C376&#038;ssl=1\" alt=\"\" class=\"wp-image-176\" srcset=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-60.png?w=623&amp;ssl=1 623w, https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-60.png?resize=300%2C195&amp;ssl=1 300w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<p>After clicking <strong>Import\/Update Employee Records<\/strong>, <strong>Employee Records Import<\/strong> window will appear on top. You can now browse the <strong>Excel<\/strong> import file.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"396\" height=\"150\" src=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-61.png?resize=396%2C150&#038;ssl=1\" alt=\"\" class=\"wp-image-177\" srcset=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-61.png?w=396&amp;ssl=1 396w, https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-61.png?resize=300%2C114&amp;ssl=1 300w\" sizes=\"auto, (max-width: 396px) 100vw, 396px\" \/><\/figure>\n\n\n\n<p>You can locate <strong>Employee Record Import template<\/strong> in <strong>Phoenix Payroll Installed folder<\/strong> -><strong>Importation Templates <\/strong>-><strong>Template for Employee Data Import &amp; Update.xls<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a>Employee Schedules<\/a><\/h2>\n\n\n\n<p>To import employee schedules just simply click the <strong>Schedule<\/strong> section tab located at the left side of the <strong>Phoenix Payroll<\/strong>, then click <strong>Import<\/strong> button at the <strong>Data Panel<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"376\" src=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-62.png?resize=580%2C376&#038;ssl=1\" alt=\"\" class=\"wp-image-178\" srcset=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-62.png?w=623&amp;ssl=1 623w, https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-62.png?resize=300%2C195&amp;ssl=1 300w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<p>An <strong>Import Employee Schedules<\/strong> window wizard will appear. Click next to proceed.  Browse the path directory where the employee schedule file is, then select the file.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"483\" height=\"460\" src=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-63.png?resize=483%2C460&#038;ssl=1\" alt=\"\" class=\"wp-image-179\" srcset=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-63.png?w=483&amp;ssl=1 483w, https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-63.png?resize=300%2C286&amp;ssl=1 300w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"483\" height=\"460\" src=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-64.png?resize=483%2C460&#038;ssl=1\" alt=\"\" class=\"wp-image-180\" srcset=\"https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-64.png?w=483&amp;ssl=1 483w, https:\/\/i0.wp.com\/phoenix-payroll.com\/kb\/wp-content\/uploads\/2020\/05\/image-64.png?resize=300%2C286&amp;ssl=1 300w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n\n\n<p>Browse the path directory where the employee schedule file is, then select the file.<\/p>\n\n\n\n<p>You can locate <strong>Employee Record Import template<\/strong> in <strong>Phoenix Payroll Installed folder<\/strong> \u00e0 <strong>Importation Templates <\/strong>\u00e0 <strong>Template for Attendance Employee Schedules Importation.xls<\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Migrating to Phoenix Payroll from a manual-based payroll system or from other payroll software is made easy via Phoenix Payroll\u2019s Data Importation feature.\u00a0 Phoenix Payroll\u2019s 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5,8],"tags":[],"class_list":["post-175","post","type-post","status-publish","format-standard","hentry","category-phoenix-payroll","category-payroll-users-manual"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/posts\/175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/comments?post=175"}],"version-history":[{"count":1,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/posts\/175\/revisions"}],"predecessor-version":[{"id":181,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/posts\/175\/revisions\/181"}],"wp:attachment":[{"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/media?parent=175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/categories?post=175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/phoenix-payroll.com\/kb\/wp-json\/wp\/v2\/tags?post=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}