Import salary documents manually (via Nmbrs ® link)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

For customers who use the Nmbrs ® link in Yuki, it is possible, if necessary, to manually import salary documents from an available wage run into an administration from Nmbrs ®. A wage run will become available in the administration in Yuki as soon as it is run in Nmbrs ®. 

Only salary documents for the current month can be automatically retrieved via the Nmbrs ® link. This means that when Nmbrs ® runs the January wage run in February, it cannot be automatically retrieved by Yuki. In that case, the salary documents of the available wage run in Yuki must be imported manually.

ATTENTION!

Yuki does not check for duplicates when importing pay slips, so before manually importing the pay slips, always check whether they have already been retrieved by the automatic import.

When automatically retrieving a payroll tax assessment, Yuki takes into account the fact that it is only actually run after the current month in Nmbrs ®.

It is also possible to manually import all employees from Nmbrs ®. As a result, the imported employees can already be created in Yuki (with correct employee number, name, address details and bank account) before the pay slips for those employees are collected for the first time.

Employees already created in Yuki with a completed BSN corresponding to the BSN in Nmbrs will be updated if there has been a change in employee data in Nmbrs.

ATTENTION!

When retrieving the pay slips from Nmbrs ®, the following error message appears when an employee is present in Nmbrs who has not yet been created in Yuki: 

Importing the pay slip failed. Administration: "company name" Run: "May 2022" Employee: "". Error message: Employee with employee number 10000 is not unique.

In that case, the missing employees must first be manually imported into Yuki via the Nmbrs ® link. 

The following salary documents can be imported manually:

• payroll journal entries
• pay slips
• payroll tax assessments
• annual statements. 

Only a user with the 'Back office' role in the domain can use the Nmbrs ® link.

TIP!

After manually importing the pay slips, the user indicated with the Yuki messages receives Who receives tasks related to the pay slips? a notification that the pay slips in the administration are ready.

Hover your mouse over the HR icon in the navigation bar and then click on Nmbrs service.

The following screen is opened:

Select the wage run for which you want to import the payroll journal entries, pay slips or payroll tax assessments or select a wage run if you want to import the annual statements and then click on the Import payroll journal entries, Import pay slips, Import payroll tax assessments or Import annual statements button respectively.

The following message appears on your screen depending on the type of salary document you want to import:

Click on the Ok button so that the salary documents are actually imported. A message will then appear on your screen showing, for example, all employees whose annual statements have been imported:

All imported salary documents can be found in the following places in the administration:

• payroll journal entries on the 'General journals' tab in the 'Other financial' folder
• pay slips on the 'Pay slips' tab in the 'Human Resources' folder
• payroll tax assessments on the 'Payroll tax' tab in the 'Tax' folder
• annual statements on the 'Pay slips' tab in the 'Human Resources' folder.

The pay slips and the annual statements of a particular employee can also be found via the contact card of the employee concerned by clicking on HR documents.