To ensure your Employee Costs file works correctly, it must follow a specific format. Follow these steps when preparing your file:

1. Remove Extra Rows Above the Header

  • Open your payroll report or spreadsheet.

  • Delete any blank rows, report titles, or notes that appear above the header row.

  • The first row in your file must be the header row.


2. Set Up the Header Row

  • The header row should clearly label each column.

  • At a minimum, include a column for Employee Name (or another employee identifier).

  • Then, make sure your file includes columns for each of the payroll cost you want to track, such as:

    • Salary

    • Additions (e.g., bonuses, reimbursements)

    • Deductions (e.g., retirement contributions, insurance)

  • Make sure the spelling and formatting of these headers are consistent.

Example header row:

Employee Name, Salary, Health Insurance, Retirement, Health Insurance-Contribution, Retirement-Contribution

3. Remove Totals from the Bottom

  • Scroll to the bottom of your report.

  • Delete any grand total, subtotal, or summary rows.

  • Only individual employee records should remain in the file.

 

4. Save the File

  • Once cleaned, save the file in a supported format (such as .CSV or .XLSX) before uploading.

 

✅ Your file is now ready to use!

Here are two sample templates you can use as a starting point:

Both files include a properly formatted header row and a few sample employees with salary, additions, and deductions.