In this article, we’ll guide you through how to migrate past months' payslips into the system smoothly.
There are two ways to generate past payslips in the system:
Using the Generate Payroll function
Using the Migrate Payroll (Excel) function - (Recommended)
1. Generating Payslips via the Generate Payroll Function
This method allows you to manually generate payslips the same way you would for monthly payroll processing. Simply select the relevant month and year to generate the payslips. You can follow the steps here.
Note: This method is not recommended if employees had any salary adjustments in the past, as the system will use the current pay scheme set for the employee, which may not reflect historical data accurately.
2. Generating Payslips via the Migrate Payroll (Excel) Function -(Recommended)
The Excel migration method is a faster, more flexible way to generate historical payroll data. It allows you to:
Bulk upload multiple months of payroll
Adjust employee salaries
Note: Make sure to create and set up the necessary pay items in the Gutsy system before uploading the Excel file. This ensures that the pay items appear and can be matched correctly during the upload process. You can follow this guide to set them up.
Steps to migrate payroll using Excel:
Go to Payroll > All Payroll
Click the three-dot menu, then select Migrate Payroll
Choose the appropriate Company and Currency
Note: If you're migrating payroll in multiple currencies, you must do each currency separately.
Click Download Excel Template
Fill out the required fields in the Excel sheet
Tips:You can include multiple months in one file. The “Start” and “End” period dates will define the payment period for each record.
You can skip the following fields if you prefer to use the existing details from the employee’s profile:
- Payment Method
- Bank Name
- Bank Account Number
- CPF Submission Number
- Department
- Position
Upload the completed Excel file back into the system
The system will prompt you to match the Excel headers with the system fields (Gutsy headers)
After reviewing and confirming the header mapping, click Confirm
The payslips will be generated automatically.
Great job! You’ve learned how to use the payroll migration function, which will help you seamlessly bring past data records into the system. This ensures everything is well-documented and available in one place, setting you up for smoother payroll processes moving forward.
Need help or have questions? Visit our Help Center for in-depth guides and FAQs
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.