Heartland offers several options for importing payroll data. If you have your own file that you want to import and it is formatted to meet the .CSV specifications, the payroll data can be imported into the payroll system.
💡 If you need the specifications to format your existing file, please reach out to your Payroll Support Team.
Importing Payroll Data: CSV files
Payroll → Time Card Import → New Time Card Import
Make selections
- Import Type: Timecard
- Template: Timeclock File
- File Format: Comma Delimited File
- Default Pay Group: Choose Pay Group related to file
- Import Key: Select the applicable option
- Employee Number (most common)
- Social Security Number
- TimeClock ID
- Attach File: Browse computer and choose saved file
- Select Validate
Validation Results
Payroll → Time Card Import → New Time Card Import
💡 When you get to this screen, review the Validation Results.
View Validation Details
Always select View Validation Details to see an explanation of any errors/warnings.
💡 If errors/warnings appear, contact your Payroll Support Team for assistance.
Complete the Import
If everything looks good after viewing the Validation Details, select Import.
File Successfully Imported!
Review, Update and Process
Once the file has been successfully imported:
- Verify the Time Entry Grid
- Key any manual entries or additions
- Review the Payroll Register
- Process the payroll