What we’ll cover
What’s a CSV upload?
A CSV (or .csv) is a text file comprised of individual records, where each record is separated by a comma. They're commonly used to populate multiple data fields in a software system at once, by inputting each separated record into its corresponding field in the order they appear. This means that the formatting of this file is very important to ensure everything's imported in the right order, but we can help. If you would like to have CSV uploads enabled for your OnPay account, contact our support team.
Clock User IDs
Before you upload any employee hours using a CSV file, make sure each employee has a unique "Clock User" in their Employee Profile, under Job.
Note: This is necessary in order to correctly associate hours detailed in the CSV with employees in OnPay. There are no formatting requirements for Clock User IDs.
Uploading a CSV
Go to Payroll.
If you have multiple pay schedules, select the pay run.
Click the Upload button in the blue tile labelled "Upload Hours"toward the top of the page.
Note: If you don’t see an option to upload hours, you may need to have this feature enabled for your account. If you would like to have CSV uploads enabled for your OnPay account, contact our support team.
Click Choose File to search your computer, or drag and drop your CSV file into the big grey dropzone. You can upload multiple files before moving to the next step.
Click View uploaded files.
Next, the uploaded the files will need to be processed.
Before you Process Hours
If hours have already been entered for any employees included in this run, clicking "Process" will add these hours to the hours from the uploaded CSV. To avoid this, you can clear the previous payroll data by clicking Reset Hours.
When you're ready to import the hours in the CSV to the pay run, click Process. You'll still be able to review this pay run before submitting it.
Tip: You can automatically zero hours and cash amounts in Company Preferences.
If the file contains employee data that doesn't correspond with the employees in this run, you'll see this data listed under "Recent Exceptions".
Processing imported hours
Click Process next to the file (or files) you wish to add to OnPay.
Tip: If you have multiple CSV files, you can import as many as you need for the run. You can process multiple CSV files into a single pay run. OnPay will combine hourly totals for employees who appear in multiple CSV files.
Always check employee hours before clicking Next. You can edit any hours and earnings before proceeding to Review.
After importing and confirming employee hours, you can review and approve the pay run as normal.
v7.24