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How do I manually create/import new batches of payroll period input data?

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Payroll data such as ad hoc payments and deductions can be entered into Cintra iQ by bulk using batches. Ad hoc Payroll Period Input data can be holiday pay, overtime, bonuses, etc.
  • The batches of Payroll Period Input data can be either directly entered into a template defined previously or imported from .csv files that have been mapped to templates.
  • Any records that have been generated from a batch can be amended via the batch or in payroll period input.
  • Any records that are in a batch are posted to the employee records immediately once the batch is closed.
  • All batches can be amended at any time prior to the period being closed.

  Important:

Cost Centre Allocation data can be included in batches, eliminating the need for manual journal entries to be made, post payroll processing.

Within Cintra iQ, you can create batches of Payroll Period Input Data by manually entering data or importing data from a file. As with all other batch entry, when you close the batch, the records will be posted to the employee records.

To manually create a batch of data 

  1. Navigate to the Batch Input window.
    Go to Cintra iQ: Toolbar> Batch icon 
  2. Select the desired Payroll.
  3. Select the desired Payroll Period.
  4. Right-click: New in the pane. The New Batch form appears.
  5. Enter the desired Batch Keys detail.
  6. Select the desired Batch Source: Manual Entry 
  7. Name Description

    Standard Input radio button
    1. Select either Use Adjustment Codes or Use Adjustment Names.
    2. Include Account or Dept cost codes to enter, if necessary.
    3. Click the Next button. The Batch window appears according to the Standard Input selection:

       

      Adjustment Codes

      1. Enter the Employment ID.
      2. Select the Adjustment Code.
      3. Enter the Amount. The corresponding Batch line becomes populated.
      4. Continue to manually enter the data.

       

      Adjustment Names

      1. Enter the Employment ID.
      2. Enter/Select the Adjustment Name.
      3. Enter the Units. The corresponding batch line becomes populated.
      4. Continue to manually enter the data for the desired employees.

    Template Input radio button
    1. Select the desired template. 
    2. Click the Next button. The Payroll Input/Import Template [template name] window appears.
    3. Modify, add or delete a Column Heading and/or Input Type, if necessary.

        Note:

      You can override the existing template by selecting another option from the Template Name drop down list and clicking the Load Template button.

    4. Click the Next button. The Batch (Manual entry via template) window appears.
    5. Enter the Employment ID.
    6. Enter the data in the various input type fields. The values appear in the Batch Entry pane.
    7. Continue to perform either one or all of the following:
      • Check rates.
      • Export the file as .csv.
      • Print the Batch file. Select either of the following:

    To create a batch of data by importing data from file

    1. Navigate to the Batch Input window. 
      Go to Cintra iQ: Toolbar> Batch icon 
    2. Select the desired Payroll.
    3. Select the desired Payroll Period. 
    4. Right-click: New in the pane. The New Batch form appears.
    5. Enter the desired Batch Keys detail. 
    6. Select the desired Batch Source: Import Data from File
    7. Select either of the following: 
       
      Name Description

      Standard Import Map radio button
        1. Click the Next button. The Select File To Be Imported window appears.
        2. Select the desired file. Both the Import Standard Batch Import entries in to batch window appears as well as the Specify Column Headers dialogue.
        3. Specify the number of header lines in the file and the line number of the column headers, if necessary.
        4. Map the adjustment headings to the columns.

            Note:

          You can apply an existing mapped template to the Column Mappings pane by selecting from the Use Mapping drop down.

        5. Click the Next button. The Batch (Standard Import Entries) window appears.
        6. Enter the data in the various input type fields. The values appear in the Batch Entry pane and the Batch Input window is updated.
        7. Continue to perform one or all of the following:
          • Check rates.
          • Export the file as .csv.
          • Print the Batch file.

      Template Import Map radio button
        1. Click the Next button. The Select File To Be Imported window appears.
        2. Select the desired file. Both the Import Standard Batch Import entries in to batch window appears as well as the Specify Column Headers dialogue. 
        3. Specify the number of header lines in the file and the line number of the column headers, if necessary.
        4. Map the adjustment headings to the columns.

            Note:

          You can apply an existing mapped template to the Column Mappings pane by selecting from the Use Mapping drop down.

        5. Click the Next button. The Batch (Standard Import Entries) window appears.
        6. Enter the data in the various input type fields. The values appear in the Batch Entry pane and the Batch Input window is updated.
        7. Continue to perform either one or all of the following:
          • Check rates.
          • Export the file as .csv.
          • Print the Batch file. Select either of the following:
    8. Continue to calculate the payroll/individual employee's payslip.

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