How do I submit a bulk upload?

Occasionally you may need to issue a manual disbursement to pay out multiple employees

1. Navigate to the Disbursements tab in Pay Admin.
2. Click the Create button in the top right corner.
3. Click Bulk Upload.
4. Upload a file which contains the employees and the amounts to be paid out.
   • In order for the file to process successfully, the formatting must conform to the provided template. We strongly recommend downloading the template and using that as a base for your payouts. A completed file may look like the example below.

Common Example of a Best Practice Disbursement File

The file extension must be .csv. Opening the file in software such as Excel may change the file extension, so it is important to export the spreadsheet to the correct file format.

Important formatting considerations:

All headers are mandatory unless specified as optional. The mandatory headers must be populated but the titling of the headers can be customized by Branch upon request. EX; “ID” can be changed to “Payroll ID.” 

Whatever is originally configured for your org must remain consistent when uploading disbursement files. Best practice is to download the template from your Payadmin portal if unsure what those columns are configured as. 

To do this:

1. Log into PayAdmin at https://payadmin.branchapp.com/
2. Navigate to the Disbursements tab
3. Select the green "Create" button in the top right
4.  Select the "Bulk Upload" option
5. At the bottom of the pop up window that will appear choose "Download CSV Template"    

Important notes on each of the file columns: 

• ID = Must be a unique identifier for each employee and must not be recycled (i.e. a number associated with a former employee used a second time for a new one)
• Type = One of the following payment types must be populated: TIP, TRIP, MILEAGE, PAYCHECK, MISCELLANEOUS, DEVICE, REWARD, DELIVERY, DEPOSIT, BONUS, PER_DIEM. 
  • If a specific disbursement type is always used (e.g., if all payouts will consistently be DEPOSIT), we can configure the system to default to that type. This eliminates the need for you to select or populate the Type field every time.  
• Amount = Must be a numerical value
• Transaction ID = You must either provide a unique Transaction ID for every individual disbursement in the file, or you must request that Branch configure the system to automatically generate those Transaction IDs for you every time. Note that all Transaction IDs must be unique and never reused.
• Location = This is optional and can be used to categorize/organize workers by location or the department they are in
• Disbursement Date = This field controls the worker disbursement date when payout will be disbursed to the worker). To ensure successful processing, the date must be entered using the configured mandatory format (one of the following can be set: MM-DD-YYYY, DD-MM-YYYY, YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD). Consistency in this formatting is required for every file.
• Description = This field is optional upon request and allows you to provide a description of the payout to the payee. This description will be visible to the worker when they receive the funds, clarifying the payment's purpose.

Related Articles:

• How do I issue a single disbursement?

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