How to Import Previous salary details?

Introduction

If your organization is moving to Keka Payroll in the middle of a financial year, it's important to import payroll data from the previous months. This ensures that the payroll records for the full financial year remain accurate and that the correct TDS (Tax Deducted at Source) amounts are calculated.

This guide walks you through how to skip payroll for a month in Keka and import historical payroll data using an Excel template.

Steps

Skip Payroll for the Previous Month

If you’re not starting payroll processing in Keka from your configured start month, you can skip a month—provided no payrolls have been finalized before that month.

To skip a payroll month:

1. Go to Payroll in the left navigation.

2. Click Run Payroll.

3. Select the Month you want to skip.

4. Click Skip using Keka this month.

   

5. In the confirmation window, click Confirm.

Once skipped, you'll see the option to Import Payroll Data for that month.

Import Previous Month’s Payroll Data

1. On the skipped month's page, click Import Payroll Data.

2. Click Download the Excel template.

   

3. Fill in the required fields in the Excel sheet.

4. Upload the completed file using the Upload Excel File button.

5. Match the fields, if needed, and click Continue.

6. Review the data on the final screen. If everything looks correct, click Complete.