How to Import Previous salary details?

If an organization is transitioning to Keka in the middle of a financial year, it is recommended that you import the previous month's payroll data, in order to have accurate payroll data for a financial year and deduct the correct TDS amount.

You will have the option to import the previous month's payroll data, as per the start month configured in the Keka Payroll setup. If you do not wish to start using Keka Payroll as per the start date, you can also skip using Keka Payroll for that particular month. You can skip a payroll month in Keka as long as there are no payrolls finalized before the selected month. 

In order to skip a payroll month go to Payroll (1) and navigate to Run Payroll (2). Choose the Month (3) you would like to skip the payroll and click Skip using Keka this month (4).

In the window click Confirm (5) to skip payroll for the month.

Once the payroll month is skipped, in the skipped month you will find the option to Import Payroll Data (6).

On the page, Download the Excel template (7) and fill in the required fields in the Excel sheet. Once done, use the Upload Excel File (8) option to upload the file.

Once the file is uploaded, match fields, if required, and then click Continue (9).

On the last page verify the data for any errors and click Complete (10).

Hope the process to upload the previous payroll data is clear. Need more help? You can refer to the other articles available or Contact us!