Importing Data from Other Modules

SofflixHR allows you to import data from the following modules to streamline payroll processing:

• Leave: Approved leaves taken for a specific type (e.g., no-pay leaves).

• Expense Claims: Approved and unpaid expenses or a defined payment amount.

• Attendance: Total and additional hours worked during a specified period.

• Timesheet: Total and additional approved hours worked during a specified period.

Steps to Import Data to Payroll

1. Navigate to: Admin Panel > Payroll > Run Payroll.

2. Select the Pay Cycle for which you want to import data.

3. Click on the Edit Data button.

4. Expand the policy to view the list of employees with all data fields.

5. Under the relevant Period Field, click on the Import Icon (⬆️) in the column header.

6. Select the Date Range and the Module from which you want to import data.

7. Review and include/exclude applicable records before saving.

Module-Specific Data Import Details

• Leave: Import the number of approved leaves taken for a selected leave type (e.g., no-pay leaves).

• Expense Claims: Import the total approved and unpaid expense claims. Optionally, define a custom payment amount using the Pay Amount input.

• Attendance: Import total hours and additional hours worked for records exceeding defined hours (e.g., extra hours for shifts longer than 8 hours).

• Timesheet: Import total approved hours and additional hours worked for records exceeding defined hours (e.g., additional hours beyond 8 hours in a timesheet entry).