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Uploading compensation history

Bulk upload past pay changes, bonuses, and title changes via CSV to populate historical records.

K
Written by Katelyn Lopez

Compensation history tracks past pay changes for your employees - salary adjustments, bonus targets, title changes, and more. You can upload this data in bulk via CSV/XLS to populate historical records.

What you'll need

A file with your compensation history data. Each row represents one compensation event for one employee. Key columns include:

  • Employee identifier (name, email, or employee ID)

  • Event date

  • Event type (see accepted types below)

  • New amount

  • Currency

  • Reason (optional - e.g., "annual merit", "market adjustment")

Accepted event types:

  • Salary change - a change to base salary

  • Bonus target - a change to the employee's target bonus (as a dollar amount or percent)

  • Variable target - a change to a variable compensation target (e.g., commission target)

  • Bonus award - a one-time bonus payout

  • Title change - a change in job title

  • Custom - anything that doesn't fit the above categories

How to upload

  1. Go to Employees in the left sidebar

  2. Under the Event records section, click Compensation history

  3. Click Upload compensation events in the top right

  4. The upload wizard will open - select or drag in your CSV file

  5. Map your CSV columns to the expected fields (the wizard will guide you through this)

  6. Review the data preview to make sure everything looks correct

  7. Confirm the upload

Validating after upload

Once the upload completes, your events will appear in the Compensation history table. We recommend:

  • Check the row count - make sure the number of records matches what you expected from your file

  • Spot-check a few employees - search for specific people and verify their event dates, amounts, and event types look right

  • Filter by source - uploaded events will show as "Provided" in the Source column, so you can filter to see just what you imported

Tips

  • If your HRIS integration is already syncing comp events, you may not need to upload historical data - check what's already there first

  • Uploading replaces previously uploaded history. When you upload, any existing "Provided" events for the same employees and event types in your file will be deleted and replaced with the new data. Events from your HRIS integration or from completed cycles are not affected. If you need to add to your uploaded history rather than replace it, include both old and new events in your file

  • The table is sortable and filterable by event date, employee, event type, source, and more - use these to quickly verify your data

  • Compensation history is visible to admins only from this page - employees can see it on their Total Rewards dashboard if that setting is enabled

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