Upload Employee Pays

How to Upload Employee Pays

See How to Import Staffing Data to populate staffing data using a copy of employee pays and benefits from Manage.  If you choose to start from scratch, follow the steps outlined below to upload your employee pay and benefits.

How to Upload Employee Pays

1. Set the scenario that you wish to upload your employee pays into on the Overview page.

2. From Pay and Benefits, select Employee Pays.

3. Select the Upload Pays button.

2. The Select Proposal page displays. 

   1. Since this is the first time uploading employee pays, there will be no unapproved proposals.  Select the Add Changes to Proposal dropdown and choose + Create New Proposal.

3. Update the Proposal Title, if applicable. The default is New Proposal for ‘Scenario name’. This is a required field.

   • Use the Budget dropdown to select a specific budget to upload your employee pays to, or leave blank if the upload applies to more than one or all Budgets. This field is optional.

   • Enter a description or purpose for the proposal in the Proposal Justification field.  This field is optional.

4. Select the Create Proposal and Continue button to continue with the upload process.

   • Your blank proposal has been created, and you are returned to Step 1 – Select Proposal, where the proposal you created is displayed in the Add Changes to Proposal field.

5. Select the Continue to Prepare and Upload button.

   Step 2 – Prepare and upload page displays.

6. Select the Download CSV Template button to download a CSV file containing all the fields necessary for the upload.

   • Update the CSV file with your employee pay records. See Employee Pays Explanation of Fields for a list of the data elements and their explanation. You can also find the Explanation of Fields by scrolling to the bottom of the page.

     • Once you have existing employee pay records, the CSV template will be pre-populated with all the data already in the system. Existing employee pay records you update and records you add to the CSV file are the records that will be created in your proposal. If you select an existing proposal that contains employee pay records, these are the records that are pre-populated in the CSV file.

     • When your file is ready, Drag and drop your file to the file upload box or choose the browse files link to select the file.

   • Select the Upload button to upload your records.

7. Map Fields page displays.

• Your CSV Spreadsheet Field will automatically be mapped to an Allovue Field. If the mapping is incorrect, you can click the Allovue Field dropdown and select the correct Allovue Field. 

• If there are extra columns in your CSV file, you can choose to ignore them. Select the Allovue Field dropdown and select Ignore. 

• Once the mappings are set, click the Review and Confirm button.

Review and Confirm page displays.

No data has changed yet.  This is your opportunity to review the records that will be created and updated. You may also see some records displaying errors.  These records will be ignored if you choose to continue with the upload.

If there are records with errors you wish to correct or you want to make any additional changes, click the Back to Map Fields button to return to Step 3 – Map Fields page.  From Step 3 – Map Fields, click the Back to Prepare and Upload button to return to Step 2 – Prepare and Upload page. Make your changes to your CSV file and upload the new file.

If there are errors and you choose not to correct them, click the I understand some rows will be ignored, continue anyway button or if there were no errors or you corrected the errors and you are ready to save your changes, click the Confirm and Save button.

The Upload Complete page displays showing which records were updated and/or ignored.

Select the View pays button to view the proposal’s Employee Pays records created and/or updated by the upload.

The proposal must be submitted and approved before the changes are applied to the budget scenario and are visible on the employee pays page.

Explanation of Fields