Bulk employee withholding upload in Console
Upload and edit employee withholding information in bulk using the Console's new features.
Overview
Note that the Console bulk employee withholding upload and edit feature will only allow for the bulk withholding upload and edit of the employee object.
With this Console feature, you will be able to download a CSV template with all of a company’s employees and their relevant federal, state, and jurisdiction withholding fields as column headers. After filling in the necessary information, you will be able to upload and update all of the company’s employees’ withholding information. Two options are available - uploading a completed template, or uploading a “raw withholdings file”. The first is a direct upload, requiring you only to select the file. A single error will be displayed using the regular prompt at the bottom of the window. Uploading a raw file utilizes Flatfile, even if you’ve completed the template. This flow allows for better validation and error surfacing, so it’s recommended to select the raw file upload option.
To perform a bulk edit, Console will also allow you to edit all employee withholdings. This is done through a spreadsheet format using Console’s Flatfile UI functionality (detailed below).
Prerequisites
- You will have to have created the company, its workplaces, and any employees for which you’ll be uploading withholdings.
File Requirements:
- For raw file uploads, you should have a column with each employee’s full name. In the “Match” step of Flatfile, map that column to the “Employee ID” header in Check’s system.
- NOTE: You will be able to download a CSV template with the appropriate rows and headings to populate. Should you want to upload your own CSV, please ensure that you’re selecting the “raw withholdings file” upload option.
Bulk uploading employee withholdings in Console
With the prerequisites checked off, you’re good to start using this feature! The following steps will walk you through the process of bulk uploading employee withholding information:
- Navigate to either the ‘Employees’ tab, or the ‘Payrolls’ tab and ‘Begin Setup’. This walkthrough will show the ‘Employees’ tab.
- Download the bulk employee withholding template.
- Fill in the necessary information in the provided CSV for every employee you want to create.
- Double-check to avoid inputting anything that would cause the errors listed in the Error Handling section. Here’s an example of what Flatfile would display if you had an error in a cell
- Save your updated CSV template.
- Click the ‘Upload’ button in Console and select an option.
- If you select “Upload completed template”, choose your file and it will be uploaded
- If you select “Upload raw withholdings file”, choose your file and Flatfile will open.
- Flatfile will open in the matching stage. Be sure that the headers in your file are being mapped to the correct headers in our system. Also, certain withholdings have a certain set of options that can be picked, make sure that Flatfile is mapping the options correctly.
- Review the values and verify that everything looks right.
- Submit the withholdings.
Edit Withholdings
With this new update, you are also able to edit all employee withholdings using the Flatfile functionality. Please follow these steps to edit all employee withholdings in Console:
- Navigate to either the ‘Employees’ tab, or the ‘Payrolls’ tab and ‘Begin Setup’. This walkthrough will show the ‘Employees’ tab. Click on the ‘Edit withholdings’ button
- Here, you will see Console’s Flatfile UI, where you will be able to make edits to the current state of all withholdings.
- Double-check to avoid inputting anything that would cause the errors listed in the ‘Error Handling‘ section. Here’s an example of an error that would be displayed. Make sure not to edit any N/A values.
- Save the changes you made. You will see a Flatfile confirmation modal notifying you that the changes are successful.
Effective Dates
Withholdings that are added/updated through this flow will use one of two possible effective dates: 1/1/1900 or the current day.
If you’re uploading a template (using either upload option) the effective date on all withholdings in the CSV will be 1/1/1900.
If you’re editing the current state of withholdings (Edit withholdings button), the effective date will be the current day.
Error handling
This flow will display an error if any of the following cases occur:
Data type issues
- Tax exemptions are either “true” or “false” in our system, an error will be flagged if anything else is provided (such as a number or other word)
- Columns that accept numbers will display an error when letters are input (outside of “N/A”)
Last updated on February 28, 2025