Payroll management

Import Workers

1. Login to D365
2. Select ( Payroll Me)
3. Select Periodic
4. Select import data
5. Select import worker from the list
6. Generate the excel template
7. Fil template by full details and keep the following notes
   1. Number should be sting ( Define column as text )
   2. Date should be dd/mm/yyyy
   3. Any Enum define it as number with text column form or alphabet value
   4. Any defined lookup or setup define it before upload like Education , Religion , calendar
8. Save file on desktop or any shared folder by client name
9. Test the scenario by uploading one worker as example
10. Check the message requirement if you got any data validation error
11. Fix the sheet error
12. Upload again and review worker sample data
13. Upload remaining employee ( Don’t forget to remove first record sample)