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Employees

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Uploading an Employee CSV File

Last Updated: May 3, 2026

Click on the employee’s icon >> select upload CSV >> download CSV template >> you will then need to copy and paste your employee’s information into the CSV  Before you can upload you will need to make sure you complete the following: Once you have completed the above you will be able to upload the...

Carrying Forward a Tax Refund

Last Updated: May 3, 2026

To carry forward a tax refund >> go to the payrun summary screen >> select the month you require >> view details >> next to the employee on the right-hand side, click the 3 dots >> select carry forward This will then carry the tax refund to the next month If you wish to cancel...