The payroll files are built using the Microsoft Excel plugin - Power Query. This is added by default for Excel 2016 but previous versions require it to be installed first.
Installing Power Query (Excel 2013 or earlier)
Before downloading Power Query you need to check if your Microsoft Office installation is 32-bit or 64-bit:
- Open Microsoft Excel and
- Navigate to: File >> Account >> About Excel:
- Download the Power Query Add-In from http://www.microsoft.com/en-gb/download/details.aspx?id=39379 (Make sure to choose the file which matches your Office Installation from the above step).
- Once downloaded, run the MSI installer and follow the setup steps:
- When the Install has completed, select Finish.
Adding a Payroll User
As Microsoft Excel remembers credentials, it is important to have a user account with Password Never Expires to prevent multiple Password Reset e-mails each time you run the file after changing password.
We recommend adding an External HR Professional account.
Navigate to: System Setup >> Manage Users >> Add New User
- Switch Internal User to OFF.
- Enter the relevant mandatory information.
- Untick Force Password Change On Next Login.
- Tick Password Never Expires.
- Click Save.
Making the Payroll User an API Exception
This only needs to be done once.
Navigate to: System Setup >> Security Settings >> Authorised Applications
- Select and Enable the OData authentication service.
- Specify the users or roles who can access the API by clicking Advanced...
- Select No-one from the Availability drop-down.
- Click the pencil icon to Manage Exceptions
- Specify the user(s) or Security Role(s) which can use the API by using the 'Add new' buttons.
- Click Save.
Running the Payroll File
- Open the Excel File and select the Parameters tab.
- Update the relevant columns to match your settings / dates.
- Enter Credentials and refresh by following the Video below (right-click and select Play to start the video):