In this guide, we show
- How to Copy Base Pay Mapping from the Previous Year to the Current Year
- How to Copy Base Pay Mapping from the Current Year to a Future Year
Access: The minimum permissions required to Copy Base Pay Mapping from One Year to Another are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: In order to Copy Base Pay Mapping from One Year to Another, Base Pay Mapping must have been added for the Financial Year being worked on. See: How to Add Base Pay Mapping.
To add Base Pay Mapping, the Financial Year must be Open. See: How to Create a New Financial Year.
Related Guides:
How to Copy Base Pay Mapping from the Previous Year to the Current Year
To begin, go to Modules > Finance > Finance Home Page > Staffing > Base Pay Mapping.
Select Import Map.
Choose carefully between Do not overwrite existing mappings or Overwrite existing mappings.
Select Transfer from last year.
The Import complete notification will be shown.
How to Copy Base Pay Mapping from the Current Year to a Future Year
Go to Modules > Finance > Finance Home Page > Staffing > Base Pay Mapping.
Select Export Map. The Base Pay Mapping will be exported to the Browser’s Downloads Folder. Decide where to Save the Base Pay Mapping so it can be easily imported later.
Now, go to Modules > Finance > Finance Home Page and in the top right of the screen select the Financial Year into which the Base Pay Mapping is to be copied.
Click Select.
Now, go back to Modules > Finance > Finance Home Page > Staffing > Base Pay Mapping.
Select Import Map.
Choose carefully between Do not overwrite existing mappings or Overwrite existing mappings.
Select Choose file to import and select the file to import.
The Import complete notification will be shown.
Go to Modules > Finance > Finance Home Page and in the top right of the screen select the Current Financial Year.
Click Select.
