Bulk Uploading Recurring Items

Modified on Thu, 13 Mar at 11:00 AM

Last Updated: March 13, 2025

Overview:

You can now bulk upload recurring items in employee's payroll tab. Just follow the steps below.

Step 1: Download/Make a copy of the template from this link

Step 2: Fill up the template accordingly

Here are some things to remember about the template as you are filling up

For "Column A (System ID)" , you can get this by generating an employee list through the reports module. The first column in the report show the system ID of the employees.
For "Columns B & D-H" , these are all required. If you miss putting in even just one of the columns, the upload will fail.
For "Column B (Effective date start date)", this should be in the format DD/MM/YYYY
For "Column C (Effective date end date)", is an optional field
For "Column D (Pay type)", ensure that the pay type you'll use has been created in the payroll tab first before inputting here. You can do so by going to any employee profile > Payroll tab > Recurring Items > New Recurring Item > Pay type dropdown > Add New Pay Type
For "Column E (Frequency)" , indicate the frequency of the recurring items from these options; "Monthly", "Daily", "Hourly", "Annually", "Bi-Weekly", "Weekly" or "Quarterly"
For "Column F (Earnings/Deductions)", indicate if the payment is Earnings or Deductions
For "Column G (Currency)", indicate the currency. The currency should be in the format support by the system (e.g. USD instead of $). You can check any profile > payroll tab to check the format of the currency you are about to use.
For "Column H (Amount)", just input the amount.
"Column I (Event)" is optional. However, if to indicate, choose from these options; "Adjustment", "Job Change", "New Hire", "Periodic Increment", "Probation Confirmation", "Promotion" or "Transfer"
"Column J (Remarks)" is optional.
"Column K (Delete?)" is required. Since you will be entering entries for the Recurring Items section, you can always enter here "No"
Finally, delete rows 1 and 2 before uploading.

Step 3. Upload the template in your Omni URL through "(company name).omnihr.co/new-import". For example, if your Omni URL is omnihr.omnihr.co, you will want to upload through "omnihr.omnihr.co/new-import".

Click Import > Click the Dropdown in the pop-up > Choose "Update recurring items".

"Drag and drop" or "click here to upload" to choose the upload template. Click Import.
After a few minutes, you will receive an email through your primary email. Click the attached file to see if the upload was successful.
You will see "Success!" in Column A (Validation) for items that were successfully uploaded. If it failed, you will see an error message. Adjust the upload template accordingly, then try uploading again.

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