Learn more here about what recurring payrolls are and all you can do with them.
Get there
- Go to Expenses from the navigation bar
- Click on Payrolls
- Go to the Recurring payrolls tab
- Access the three-point menu (⋮)
- Click on Import recurring payrolls
Alternatively, you can import your recurring payrolls from the settings options within Holded (Settings > More > Import > Team > Recurring payrolls).
You can easily import your recurring payrolls to Holded by following the steps below.
Importing recurring payrolls to Holded
1. Download the import template
- Download the sample XLSX file to see the import format
- Open the downloaded document to be able to work on it
2. Fill in the template
Fill in the fields indicated below. The required fields are marked with an asterisk (*):
| Employee id* | Enter the employee's TIN so that the employee is correctly identified |
| Interval* |
Specify how often recurring payrolls should be issued:
|
| Start date dd/mm/yy* | Determine the date of issue of the first payroll. Subsequent payrolls will be recorded on the same day of the corresponding period |
| End date dd/mm/yy* | Select the date of the last payroll to be issued, as could happen in the case of a temporary contract |
| Description | Add an explanatory text to be able to identify the payroll in the list of recurring payrolls |
| Salary* | The total amount earned |
| Salary Account (640) | Add the account of group 640 to which you want the amount specified in the Salary column to be posted |
| Total S.S.* | The amount of S.S. payable by the company + S.S. payable by the worker |
| Total S.S. Account (476) | Specify the account of group 476 to which you want the amount specified in the Total S.S. column to be posted |
| Company S.S. Expense* | The amount of S.S. payable by the company |
| Company S.S. Expense Account (642) | Indicate the account of group 642 to which you want the amount specified in the Company S.S. Expense to be posted |
| IRPF* | The income tax amount |
| IRPF Account (4751) | Enter the account of group 4751 to which you want the amount specified in the IRPF column to be posted |
| Tags separated by - | Add the labels or tags for analytical accounting |
| Amount of payment* | It is calculated as follows: (Salary + Company S.S. Expense) - (Total S.S. + IRPF) |
Once you have completed the template fields, save the spreadsheet in XLSX format to be able to import the information correctly.
In case you leave the enabled columns for the book accounts blank, Holded will automatically assign the last general account of each group. For example, if you have created 11 Wages and Salaries book accounts, 640000011 will appear. Learn more here about what book accounts are.
3. Upload the information to Holded
- From Recurring payrolls, access the three-point menu again
- Click on Import recurring payrolls
- Hit Add file
- Select the spreadsheet you have previously saved with the completed fields
- Confirm the action
If you have forgotten to complete any of the fields, you will have the option to inform later from the platform.
Check out this article to learn more about how payrolls work in Holded