ANTE User Manual

Import Deductions & Allowances

Import deductions & allowances loads one cutoff's loan instalments, coop deductions, allowances or reimbursements from an Excel file: for example the SSS loan and Pag-IBIG loan lists, the coop amounts, the SWC allowance or a medical reimbursement. Each valid row becomes that cutoff's amount on the employee's plan. The plan itself is not changed. It opens from the cutoff itself, so the file always belongs to that cutoff.

Importing a File

  1. Open the import from the cutoff

    For a cutoff in For Review, open its Payroll Summary and choose More → Import deductions & allowances. For a cutoff still in Timekeeping, open its timesheet and choose Related → Import deductions & allowances. You need the Payroll Center submit permission. Posted or approved cutoffs, and cutoffs that ended more than 60 days ago, cannot take amounts; you can still pick a type and download its template there.

  2. Choose deductions or allowances, then which one
    Cutoff
    Shown at the top of the dialog with its stage. It is the cutoff you opened the import from and cannot be changed.
    What are you importing?
    Deductions (loans, coop, savings and other deductions) or Allowances (allowances and reimbursements). Each choice shows how many types it has.
    Deduction / Allowance
    Which one the file is for, from the list of that kind only. Each has its own template, and the dialog lists the columns its file needs.
  3. Download the template and fill one row per employee
    Employee Code*
    As recorded on the employee.
    Amount*
    For a loan, the principal of this cutoff's instalment. For an allowance, what is paid. A negative loan amount is a refund (renewed loan or over-payment).
    Interest
    Loans only: this cutoff's interest. The deduction is principal plus interest.
    Reference / Remarks
    Optional. The remark becomes the reason shown on the payslip.
  4. Choose the file, review, then confirm

    The review lists every row. Rows with errors are skipped; warnings (a refund, a plan that will be created, an amount that replaces an earlier one) are shown so you can confirm. Nothing is written until you confirm. On a For Review cutoff the imported employees are then recomputed in the background.

Replacing and no-balance types
Importing again for the same employee and cutoff replaces the earlier amount. A deduction type marked as an advised amount, such as the coop, keeps no balance: the amount in the file is the whole deduction, and an employee without a plan gets one created automatically. Loans must already have a plan with their terms.
Tip
The file states the figure for that cutoff only, so nothing is carried to the next cutoff. Use Plan Overrides when the difference should be caught up next time.

How It Connects

Set up first

  • Deductions — the loan, coop and other deduction types and each employee's plan.

Gets its data from

  • Payroll Summary — More → Import deductions & allowances on a For Review cutoff.
  • Payroll Time Keeping — Related → Import deductions & allowances on a cutoff still in Timekeeping.

Feeds into

  • Salary Detail — shows each imported amount as the cutoff's override with its reason.
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Plan Overrides
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Salary Detail