Occasionally you may need to issue a manual disbursement to pay out multiple employees.
- Navigate to the Disbursements tab in Pay Admin.
- Click the Create button in the top right corner.
- Click Bulk Upload.
- 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 below:
ID |
First Name |
Last Name |
Type |
Amount |
Transaction ID |
Location (optional) |
Disbursement Date (YYYY-MM-DD) (optional) |
Description (optional) |
Shift Timestamp (optional) |
001 |
Peter |
Doe |
tips |
50 |
1234 |
1234 |
2023-04-30 |
description |
2023-04-30 17:30:00 |
002 |
Paul |
Doe |
mileage |
13 |
2345 |
1234 |
2023-04-30 |
description |
2023-04-30 17:30:01 |
003 |
Mary |
Doe |
tips |
65 |
3456 |
1234 |
2023-04-30 |
description |
2023-04-30 17:30:02 |
004 |
Simon |
Doe |
tips |
20 |
4567 |
1234 |
2023-04-30 |
description |
2023-4-30 17:30:03 |
005 |
Bob |
Doe |
tips |
32 |
5678 |
1234 |
2023-04-30 |
description |
2023-04-30 17:30:04 |
Important formatting considerations:
- Transaction IDs must be unique. It is at the administrator's discretion what the transaction ID will be, but the value must be unique for each payout.
- Although certain columns are listed as optional, the columns must still be included. They can be labeled at the administrator's discretion, and the cells themselves can be left blank, but the columns must still be present.
- 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.
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