Bonus Import
You can import bonus CSV data when the Compensation Tracking features is enabled. For more information about bonuses, see the help topic Awarding a Bonus to an Employee.
Usage Notes
Consider these usage notes when you map the following fields.
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Employee — A record for the employee must exist in your account. The employee and bonus type must have the same subsidiary.
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Bonus Type — A record for the bonus type must already exist in your account. The employee and bonus type must have the same subsidiary.
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Percentage — If you include both percentage and amount, only amount is used. If the employee’s base wage is hourly, you must use amount.
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Amount — If you include both percentage and amount, only amount is used. The currency used for amount is taken from the Compensation Currency field on the Compensation Tracking tab of the employee record. For more information, see the help topic Recording Base Pay Compensation for an Employee.
CSV File Example
The following table shows how you might structure a file for importing bonus data in a CSV file.
You cannot include symbols for percentage or amount. For a 3% bonus, use 3. For a $400 bonus, use 400.
|
Employee |
External ID |
Bonus Type |
Percentage |
Amount |
Award Date |
|---|---|---|---|---|---|
|
Julie Bauer |
659 |
Holiday |
— |
400 |
12/21/2020 |
|
Jennifer Sanders |
640 |
Annual |
3 |
|
12/10/2020 |
|
John Smith |
671 |
Holiday |
— |
400 |
12/21/2020 |
Importing a Bonus CSV Table
To import bonus CSV data:
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Go to Setup > Import/Export > Import Tasks > Import CSV Records
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In the Import Assistant, choose Employees as the Import Type, and Bonus as the Record type.
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Click Select and specify the CSV file you want to import. Click Next.
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Select the appropriate data handling for your import. Click Next.
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Review the field mappings to make sure that your CSV data fields map into NetSuite fields.
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Click Next and follow the assistant’s instructions.
For more information about using the import assistant and importing CSV records, see the help topics Importing CSV Files with the Import Assistant and Guidelines for CSV Import Files.