Bulk Import: Net Pay Adjustment

This feature allows administrators to upload multiple net pay adjustments at once using a spreadsheet. It supports .csv, .tsv, .xls, and .xlsx file formats, making it easy to apply adjustments efficiently across multiple employee records.

Step 1: Go to the Fareclock Admin Console and go to Manage. Under ‘Manage’ find and click ‘Payroll’.

Step 2: Click the ‘Adjustments’ tab above.

Step 3: Click the downward arrow next to the "Add Net Pay Adjustment" button in the top-right corner, then select "Import from spreadsheet."

Step 4: To bulk import net pay adjustments, you can download a sample template for reference, although it's not required. The import wizard lets you map your spreadsheet columns to the correct fields in Fareclock.

If you're only working with a small number of users, you also have the option to manually enter the information directly in the wizard. While this may take more time, it’s a practical solution for smaller imports.

The required fields for importing net pay adjustments are: Worker, Type, Adjustment Code, Use Case, Adjustment Schedule, and Amount per Scheduled Adjustment. All other fields are optional.

• Worker: You may enter the worker’s name, PIN, or Payroll ID.
• Type: Specify whether the adjustment is a Deduction or an Allowance.
• Adjustment Code: Choose the appropriate adjustment code based on what's available in your organization and what applies to the specific deduction or allowance for the worker.
• Use Case: Select from one of the following:
  • Repeat until balance used
  • Repeating Adjustment
  • One-time Adjustment
• Adjustment Schedule: Define how often the adjustment should occur (e.g., every pay period, monthly).
• Amount per Scheduled Adjustment: Enter the amount that will be applied for each scheduled occurrence.

Other Columns:

• Gross amount: The total deduction amount to be applied for this adjustment. Once the full amount has been consumed, the adjustment will automatically be deactivated. Note that this setting is only applicable if the use case is set to "Repeat until balance used."
• Start date: The date when the adjustment begins. If no start date is provided, the adjustment will not take effect.
• End date: The date when the adjustment ends.
• Affected statutory deduction brackets: Specifies which tax or government deduction brackets are affected.
• Notes: Any additional information or comments about the adjustment.
• Active: Indicates if the adjustment is currently active or not.

Step 5: Once you've uploaded the spreadsheet, you can match the columns as you see fit.

Step 6: Once you've matched or ignored each column, scroll to the bottom and click the "Review" button.

Step 7: Any validation errors will be highlighted, allowing you to make the necessary corrections. If no errors are found, you can proceed to submit the file.

You can also use the toggle options above to display only rows or columns with issues or values.