How do I import Payees?

Importing from Transmate?

Before continuing, please ensure you have completed the steps below;

Added your Awards/Agreements and Superannuation Funds in e-PayDay Go®.
Printed the Awards/Agreements List Report in e-PayDay Go® and entered the Modern Award or Agreement DBID for each Payee within the Transmate Export.
Printed the Superannuation Funds List Report in e-PayDay Go® and entered the Employer Superannuation Fund DBID for each Payee within the Transmate Export. If the Payee
1. is entitled to Additional Super (RESC), enter the Superannuation Fund DBID in RESC Superannuation Fund.
2. Contribute to their Superannuation before or after PAYGW is deducted, enter the Superannuation Fund DBID in Personal Super Fund.

Importing from another e-PayDay Go Tenant?

Before continuing, please ensure you have completed the steps below;

Added your Awards/Agreements and Superannuation Funds in e-PayDay Go®.
Printed the Awards/Agreements List Report in e-PayDay Go® and amended the Modern Award or Agreement for each Payee within the Payees (e-PayDay Go) Export.
Printed the Superannuation Funds List Report in e-PayDay Go® and amended the Employer Superannuation Fund, RESC Superannuation Fund and/or Personal Super Fund for each Payee within the Payees (e-PayDay Go) Export.

Importing from e-PayDay Legacy?

Before continuing, please ensure you have completed the steps below;

Added your Awards/Agreements and Superannuation Funds in e-PayDay Go®.
Printed the Awards/Agreements List Report in e-PayDay Go® and amended AwardDBID for each Payee within the e-PayDay Legacy Export.
Printed the Superannuation Funds List Report in e-PayDay Go® and amended the MemberFundID and SGLFundID for each Payee within the e-PayDay Legacy Export.

Completing the import file manually?

Before continuing, please ensure you have completed the steps below;

Add your Awards/Agreements and Superannuation Funds in e-PayDay Go®.
Print the Awards/Agreements List and Superannuation Funds List Reports in e-PayDay Go®.
Download and complete the e-PayDay Go Payees Import File.

Select e-Port from the side navigation menu, then select Import.

Select Payees (e-PayDay Go).

Select Choose File.

Locate the required file, then select Import.

Select Settings.

Select Field Name Header, then select Save.

Select Validate.

If there are no issues and the Payee can be imported, a Tick will be displayed next to their details.

👉 A cross will be displayed next to their details if a payee cannot be imported. Select the vertical ellipsis menu Icon to view the Payee Import Validation Errors Message.

Once all payees are Valid, select Import.

The Payees Successfully Imported Alert (Modal) is then displayed. Select Ok.

Lastly, refer to Review your Imported Payees.

Before completing Review your Imported Payees, ensure you have

Added any Pay Rates, Allowances and Deductions you need, as these can be assigned within the Payee Master File when reviewing your imported Payees.
Added any Cost Centres you need, so the Payees can be assigned once they have been added per Assign Payee/s to a Cost Centre.