Batch Payroll Adjustments

Modified on Mon, 1 Apr at 1:58 PM

Using batch payroll adjustments saves time by letting you create all of the adjustments in Excel and then uploading to Haldi FCS at one time. For example, if you pay drivers a quarterly bonus, instead of entering each adjustment individually, you can add them all to the system with an easy upload. 

Here's how:

Go to the Payroll section on the left menu. Click on Edit Payroll and select the payroll you want to work on. 

Once inside the payroll you selected, click on Adjustments. Then select Export Excel.

You'll then get a pop-up menu. Select "Pre-filled Import Template" and Export.

It will give you an excel file in a format we can import, with all the drivers already listed on it.

Go ahead and enter the Category, Description, Taxable, Exclude From Minimum and Amount columns however you'd like. You can cut and paste, add/delete rows, make multiple adjustments for one driver, etc. Once you've got the excel the way you want, come back and click the Import Excel button.

Then drag your saved excel to that box that appears and follow the prompts to batch create the adjustments.

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