Better HR now supports migration files for previous income, Social Security Board (SSB), and Personal Income Tax (PIT) amounts. This feature ensures that your tax calculations remain accurate and continuous when transitioning to our system mid-year.
Follow these steps to import your historical payroll data:
✅ Step-by-Step Guide
1️⃣ Select your Payroll Group
Navigate to the Payroll tab on the left sidebar. Click on the Payroll Group that is currently in the Generated Stage.
2️⃣ Access the Migration Tool
Locate the Download Icon (represented by an icon with an upward-pointing arrow) in the top right area of the payroll dashboard. From the dropdown menu, select Import Previous Paid Amount.
3️⃣ Download the Excel Template
A window will appear providing the import options. Click on Download Template to save the Excel migration file to your device.
4️⃣ Fill in the Historical Data
Open the Excel file and enter the required data for each employee. You must provide the data month by month for the period before you began using Better HR:
Previous Income Tax Date: Specify the applicable month and year.
Gross Total Taxable Earning for Previous: The total amount subject to tax.
PIT Paid for Previous: The actual Personal Income Tax already deducted.
SSB Paid for Previous: The Social Security Board contributions already made.
Note: Accuracy is critical here, as the system uses these totals to calculate the remaining tax liability for the fiscal year.
5️⃣ Import Back to the System
Excel file is ready and saved: Return to the Import Previous Paid Amount window in Better HR. Upload your completed file to the system to update the records.