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Payroll HRMS: Import employee data from Payroll to HRMS

Export & import data from Payroll to HRMS

Updated over a week ago

If you need to transfer employee information from UBS Payroll to UBS HRMS, you can do so by exporting the data from Payroll and importing it into HRMS. Follow the steps below to complete the export and import process.

Export employee data from payroll:

  1. Open UBS Payroll.

  2. Choose the company.

  3. Go to Miscellaneous, UBS HRMS Option.

  4. Choose Export/Import HRMS Files.

  5. Tick Export.

  6. Tick the Files that you require.

  7. Choose Sub-Directory (The folder that you want to save the export file).

  8. Click OK, then Yes.

Import employee data to HRMS:

  1. Open the UBS HRMS.

  2. Go to Housekeeping.

  3. Go to Import and Export.

  4. Choose UBS Payroll System.

  5. Tick Import.

  6. Click Next.

  7. Tick the type of information to import.

  8. Click Next.

  9. Select employee range (if any).

  10. Click Next.

  11. Choose the folder you saved the export data to.

  12. Click Finish.

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