2.3 Step 3: Download and Upload of Reporting Lines Template
WHY: This section assists the administrator in downloading the Reporting Lines Template, completing them and uploading them
WHERE: From the system portal, click System Administration | Modules | Salary Review | Period | Download Reporting Lines Template
2.3.1 Download Reporting Lines Template
- The most recent template will download with information regarding the last uploaded template
- Click on “Download Reporting Lines Template”
- Complete the Template with the following information:
- Employee number
- Name
- Surname
- REM Channel Code
- Cost to Company
- Overtime
- Increase
- Performance Rating
- Bonus
- Market Adjustment
- Period
- Manager employee number
- Manager Name
- Manager Surname
2.3.2 Upload Reporting Lines Template
- After completing the template, save a copy.
- Click on “Upload Reporting Lines Template”
- A page will open where you are prompted to choose the file
- Choose the template that you completed and saved
- There are two options choose from:
- Upload entire list and remove existing data
- Upload only this information and keep existing data as is
- Click then Save and Preview
- If the data is correct, tick the verify box and select Execute Import
