Purpose:
This article provides step-by-step instructions on how to bulk update employee monetary benefits in the system.
Instructions:
Access the Administration Module:
- Click the profile icon located in the upper-right corner of the page.
- From the dropdown menu, select Administration.
Navigate to Employee Information:
- In the Administration Module, click the dropdown button next to Employee Information.
Go to Benefits:
- From the Employee Information options, select Benefits.
- From the Employee Information options, select Benefits.
Access Monetary Benefits Management:
- Under Benefits, navigate to the Monetary section.
- Right-click on Monetary, then select Manage Employees from the context menu.
Bulk Update Process:
- In the Manage Employees section, choose the Bulk Update option.
- Select Download Existing Records to get the current employee data in an Excel file.
- In the Manage Employees section, choose the Bulk Update option.
Edit the Excel File:
- Open the downloaded Excel file and make the necessary updates to the employee monetary benefits.
- Save the updated file once your edits are complete.
- Open the downloaded Excel file and make the necessary updates to the employee monetary benefits.
Upload the Updated File:
- Return to the Bulk Update page in the system.
- Upload the updated Excel file by selecting the file from your device.
- Click Import to process the changes.
Confirmation:
- A confirmation pop-up will appear, indicating that the records have been successfully added to tasks.
- Click OK to close the pop-up.
Note: Always double-check your data in the Excel file before uploading to avoid errors during the import process.