The P2C settings allow you to both create and update employee records by importing P2C files. To view the steps to create or update employee records by importing P2C files, click the links below, as required. You can also manually create employee records before or after using the P2C settings. The number of employee records you can create will be subject to the plan you have subscribed to.

• Creating Employee Record
• Updating Employee Record

To manage the P2C settings, you need to first move to the Settings page. However, after you log in to Surf Payroll, there can be either of the following scenarios:

• The logged-in account has a single Business
• The logged-in account has multiple Businesses

The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.

When the logged-in account has a single Business

1. Log in to Surf Payroll.

2. The Dashboard page appears. On the left panel, click Settings.

 

When the logged-in account has multiple Businesses

1. Log in to Surf Payroll and find the required Business.

2. The Employees page appears. On the left panel, click Settings.

Creating Employee Record

To create an employee record, complete the following steps.

1. On the Settings page, under the P2C heading, click Create from P2C.

2. The Create From P2C page appears. To import the P2C file into Surf Payroll, on the Create From P2C page, click Choose File... The page also notifies the employee record import constraint based on your chosen plan.

3. The Open dialog box appears. On the Open dialog box, move to the location where the P2C file is saved, select the file, and click Open.

4. To display all employee records in the P2C file, on the Create From Revenue P2C file, click Go. The employee records are displayed.

5. To create employee records from the P2C file, select the required employee record or to create records for all employees, click Select All.

The registration number in the P2C file needs to be the same as that of the business under which you are importing the P2C file.

6. To create employee records, click Save.

Employee records created from the P2C file may not have certain optional details such as contact details. You can manually create such details.

Updating Employee Record

Surf Payroll allows you to update employee records by importing updated P2C files. Only those records are updated which have originally been imported from the P2C file. To update, complete the following steps.

1. The Settings page appears. On the Settings page, under the P2C heading, click Update from P2C.

2. The Update From P2C page appears. To import the updated P2C file into Surf Payroll, on the Update From Revenue P2C page, click Choose File...

3. The Open dialog box appears. On the Open dialog box, move to the location where the P2C file is saved, select the file, and click Open.

4. To display all updated employee records in the P2C file, on the Update From Revenue P2C file, click Go.

5. To update employee records from the P2C file, select the required employee record or to create records for all employees, click Select All.

When you click Go, all employee records created earlier through the P2C file will appear.

6. To update employee records, click Save. The employee records are updated and become available in the Employees page.