How can I add or change my workers' pay template information in bulk?
For companies just starting with Zenefits Payroll, or those looking to make changes en masse to your workers' regular pay amounts, you can use the Bulk Update Pay Template feature.
How does it work?
You'll either download a Zenefits formatted spreadsheet to enter values in, upload your own spreadsheet and map the values to Zenefits fields, or enter the information manually.
Then, the imported fields will update in the workers' Pay Templates and you'll see the new values on the next scheduled pay run.
When do changes made take effect?
Changes will be applied to the next scheduled pay run. Any active pay runs will not have any changes made. For these, you'll need to edit the pay run directly.
Who can perform this update?
Administrators with the permission to edit and run payroll can use the bulk update feature in Payroll.
How to Bulk Update Pay Templates Using a Spreadsheet:
- Go to the People tab of the Payroll app from your admin account.
- Click the Bulk Update Pay Template link.
- Decide if you'll be using your own spreadsheet or downloading the Zenefits formatted one.
- If using the Zenefits formatted spreadsheet, click the download our template link in the info text paragraph.
- Once you have a spreadsheet filled with the information you'd like to apply to Pay Templates, click the Use Spreadsheet button.
- Drag and drop the file, or upload it using the select your file link.
- Once the import is complete, you'll be asked to complete some mapping if you used your own spreadsheet. If you used the Zenefits formatted sheet, you can skip to Step 10.
- You'll use the drop down to select the Column Header of the spreadsheet that maps to the Zenefits field on the left.
- Once mapping is done, you'll be asked to review and confirm any unmatched or not mapped fields.
- You'll be brought to a review screen to Save your work.
- Once you Save, you'll return to the People tab.
How to Bulk Update Pay Templates :
- Go to the People tab of the Payroll app from your admin account.
- Click the Bulk Update Pay Template link.
- Click Enter Manually.
- Make the changes to each worker's pay template as desired.
- When you complete changes, you'll be brought to a screen to review.
- Once you Save, you'll return to the People tab.