Upload an Excel template for Payment Summaries

Objective

In the tutorials section of this module, you already learned how to create a Payment Overview which you can send to your Payroll Providers. That tutorial covers a simple way of accumulating all the data your Payroll Provider needs with just a few clicks.

However, if you would like to provide more detailed information and analyses, or analyze the payment information more in depth yourself, it makes sense to do so using an Excel file, which you can easily create using your HR for Dynamics data.

There are three steps to creating more detailed Payment Summaries in Excel:
First, you need to create a template for Payment Summaries in HR for Dynamics and download it.

Secondly, you need to create a Pivot table in your downloaded Excel template to specify the parameters for your analysis.

Thirdly, the created Excel file with the Pivot table needs to be uploaded back into HR for Dynamics. With the uploaded template, you can later export data from the system, according to the template that was created. This template will then contain the Pivot Table, created in the previous tutorial, which can help HR Managers to sort, identify and analyze data. In this way, you can use the template to analyze every Payment Summary easily, or send the more detailed Payment information to your payroll provider.
This tutorial page covers that third part.

Prerequisites

  • You are the System Administrator
  • The Excel file for the template was previously exported
  • You already created your Pivot table for Payment Summaries

Click Through

  • Start in HR HUB
  • Under Compensation, navigate to Payment Summaries
  • Open the desired Payment Summary
  • In the Payments - Generated on View Associated Records (Screenshot)
  • The Payment Associated View opens
  • Click on Excel Templates
  • Select Upload Template
  • Click on Browse
  • Add the Template you created
  • Click on Upload
  • The process is complete

Hint

  • Even though the process of downloading a template can be done by the HR Manager, the uploading process can only be done by the System Admin, in standard

Result

When the template is ready and imported, you will see the following:

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