This article explains how to upload payroll data directly from your payroll system into a Certified Payroll Report (CPR). This process allows users to import employee payroll information using a structured template instead of entering data manually. Completing this upload ensures accurate employee reporting and helps maintain compliance with CPR requirements.

• You must have Manage Payroll Upload access to configure upload settings.

• The vendor profile must already exist.

• You must have access to the correct payroll data from your payroll system.

• If your agency’s configuration differs, contact your system administrator.

Configuring Payroll Upload Settings

Before uploading payroll data, you must configure your organization’s payroll upload format.

1. Navigate to Settings.

2. Scroll to Payroll Upload Settings.

   

3. From the Basic Settings tab, locate the Accounting Profile field. It will likely show as Unassigned, if this is your first time setting up a template.

4. Click the dropdown menu to select the appropriate payroll format (example: LCM CSV).

5. Once selected, a link to the upload template will appear.

   

6. Download the template that fits your organization’s needs.

7. Click Submit to save your selection.

Note: If your desired template is not listed, contact Customer Service. Be sure to provide a computer readable version that contains all required data for adding employees and CPR data. 

Preparing the Payroll Template

1. Click the link to download the Excel template. 

2. When you open the file, you’ll see the data fields required for each employee. 

3. Before you upload, verify the following fields:

• Payroll Number & Week Ending Date: These must be precise to avoid system errors.
• Employee Identity: Ensure the first name, last name, and SSN are correct so the system can match the record to the specific employee.

• Trade – the Craft category for the employee.

• Classification – Worker level (example: Apprentice or Journeyman).

  • Note: You can map the classifications 

    • to your file on the Payroll Upload Settings screen or 

    • during the CPR upload process (covered below).

4. Save the completed file.

5. Return to the system and click Submit. This locks in your template selection, making it available for any staff or contractors managing CPR uploads.

Uploading the CPR

1. Navigate to the left navigation pane and select Activities.

2. Select Manage CPRs.

3. Choose the appropriate Vendor.

4. Click New CPR/NP.

Pro Tip: Double-check that the "Week Ending Date" and "Payroll Number" on this screen match your Excel file.

4. Scroll to Upload CPR Data, click Choose File and add you template.

   If you ever lose your file, you can click View (template name) to download the template from here as well. 

Mapping Classifications

If classification mapping is required during the upload, you will see an Classification Mapping message.

1. Click the bolded Map link.

2. Review the imported classification from your file.

3. Select the corresponding system classification. For example, if your import says "Journeyman," select the corresponding system craft (e.g., Blaster - Journeyman).

4. Click Submit.

Once mapping is complete, the classifications are linked and you can continue to upload.

Resolve Errors and Validate Data

1. If there are errors, you will see a yellow warning box with a list of identified errors.

2. Once resolved, attempt to upload the file again.
3. After successful import, validate the employee information by clicking the pencil icon.

Troubleshooting / Common Issues

• Classification Mapping message appears during upload
  • If you see a Classification Mapping message, it means the classification in your file does not yet match a system-defined craft.
  • What to do: Click Map, select the correct system classification, and click Submit to continue.
• Payroll upload does not populate employee data
  • If the CPR loads but employee data does not appear, the payroll identifiers may not match.
  • What to check: Confirm that the Week Ending Date and Payroll Number in the CPR exactly match the values in your Excel file.
• Employee record is not recognized
  • If an employee does not import correctly, the system may be unable to match the record.
  • What to check: Verify that the employee’s First Name, Last Name, and SSN in the template match the employee record in the system.
• Validation errors related to demographic fields
  • If you receive validation errors for demographic information, the values in your file may not align with system-defined options.
  • What to check: Ensure Gender, Ethnicity, and Marital Status entries match the available selections configured in your system.

If issues continue after verifying these items, contact your system administrator or Customer Support for assistance.

Uploading payroll data through the payroll upload feature streamlines Certified Payroll Report (CPR) creation by reducing manual data entry and improving accuracy. By selecting the correct template format, preparing required employee data, and completing classification mapping when prompted, users can efficiently import payroll records into the system. Proper configuration and data validation help ensure successful uploads, accurate compliance reporting, and smoother CPR processing.