Bulk Actions
Can Organisation Hierarchy Units be added via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Organisation Hierarchy Units can be created and edited via the Bulk Actions screen on company level. Users can move existing organisation units to a different parent level. Navigate > Bulk ...
Can the employee leave entitlement feature be configured via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. This is on condition that the leave scheme parameter has been configured on company level. Thereafter, users may use the Bulk Actions screen to attach employees to the new leave scheme (i.e. if ...
Why is an employee's pay rate that was updated via the Bulk Actions screen, not pulling through to the Edit Payslip screen?
The employee's updated pay rate may not pull through onto their Edit Payslip screen, because their Basic Pay component was also edited on the Bulk Actions screen, and is therefore overriding the pay rate detail. In order for the pay rate to pull ...
How do I resolve the "A payslip must be created before adding a lump sum directive" error on the Bulk Actions screen?
To resolve the "A payslip must be created before adding a lump sum directive" Bulk Actions error, ensure that each employee has a payslip created for the run in which it is being attached to. Navigate > Bulk Actions Navigate > Employee > Payroll ...
Can employee lump sum directives be created via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Employee lump sum directives can be created via the Bulk Actions screen. Navigate > Bulk Actions
Can employees' employment statuses be updated via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Employees' employment statuses can be updated via the Bulk Actions screen, by downloading an empty or prepopulated spreadsheet and inserting the relevant data. Navigate > Bulk Actions Navigate > ...
How do I create employee records via the Bulk Actions screen?
This feature is available on all PaySpace editions To create multiple employee records for an intake of employees, download, complete and upload the Add New Employee action type template on the Bulk Actions screen. Navigate > Bulk Actions
How do I create a leave adjustment via the Bulk Actions screen?
This feature is available on all PaySpace editions If leave adjustments have to be created for multiple employees, download, complete and upload the Leave Adjustments action type template on the Bulk Actions screen. Navigate > Bulk Actions
How do I resolve the error "Effective date must be unique to each position" when updating employee positions via the Bulk Actions screen?
The error "Effective date must be unique to each position" will display when updating the employees' position without a new effective date via Bulk Actions screen. Navigate > Bulk Actions Note! To avoid the error, the record being added requires a ...
Why is a component, added via the Bulk Actions screen, not pulling through to the employee's payslip?
If a component, added via the Bulk Actions screen, is not pulling through to the affected employee's Edit Payslip screen, it may be that there are duplicate costings (i.e. the component is duplicated). This can be viewed on the employee's grid on the ...
How do I change existing employee numbers via the Bulk Actions screen?
This feature is available on all PaySpace editions If employee numbers are not system generated, existing employee numbers can be updated on the template using the Update Employee Information action type on the Bulk Actions screen. Navigate > Bulk ...
How do I select the working days for all employees via the Bulk Actions screen?
This feature is available on all PaySpace editions Employee's working days can be selected using the Bulk Actions screen , by downloading and completing the template or directly on the grid for the Pay Rate Details action type. Navigate > Bulk ...
How does the Dependants (Quick Add template) action type on the Bulk Actions screen work?
A simpler bulk upload template for dependants has been added. By using this template users only need to specify the number of dependants per dependent type per employee and whether or not they are on medical aid. Navigate > Bulk Actions > Dependents ...
Can recovery amounts be added to components on the Edit Payslip screen in bulk?
This feature is available on all PaySpace editions Yes. Closing recovery amounts can be added by bulk upload. Note! Closing recovery amounts are applicable to "Deduction" components only. The populated "Payslip" template or bulk actions grid are to ...
Can employees' organisation units be updated via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Employee positions can be updated via the Bulk Actions screen, by downloading an empty or prepopulated spreadsheet and inserting the relevant data. Navigate > Bulk Actions
Can I terminate multiple employees via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Customers can process multiple employee terminations via the Bulk Action screen. Download and complete a prepopulated Excel MS template, by specifying how the employees should be terminated. ...
Can recurring payroll components be attached to employees in bulk?
This feature is available on all PaySpace editions Yes. Recurring payroll components can be attached to employees via the Bulk Actions screen. Navigate > Bulk Actions
How do I resolve the "Uploading new employee not allowed while "Generate Employee Numbers" enabled" error on the Bulk Actions screen?
To resolve the "Uploading new employee not allowed while "Generate Employee Numbers" enabled" error on the Bulk Actions screen, disable the "Generate Employee Numbers" checkbox under the General Details tab on the Basic Company Information screen. ...
Can I delete a spreadsheet that is not uploading on the Bulk Actions screen?
No. The system does not cater for deleting a spreadsheet that is not uploading on the Bulk Actions screen. Related FAQ Why is the Bulk Actions spreadsheet for current employees failing to upload?
Can employee payslip values be uploaded across multiple frequencies via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Employee payslip values can be uploaded across multiple frequencies within the company. A new feature has been released that allows payslip values to be imported for employees across multiple ...
Can custom forms be linked to an employee record via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Custom forms can be added to employee records provided that they have been configured on company level first. Navigate > Bulk Actions
Why do I receive the error "The month-to-date ETI value cannot be a negative value" when uploading an ETI Take-On via the Bulk Actions screen?
The error "The month-to-date ETI value cannot be a negative value" will display when a user has captured a negative value for the affected employee on the ETI Take-On MS Excel template that resulted in their month-to-date ETI in a negative value. To ...
How do I resolve the error "Effective date must be unique to each record" when uploading employee pay rate details via the Bulk Actions screen?
The error "Effective date must be unique to each record" will display when uploading the employees' pay rates without a new effective date via Bulk Actions screen. Navigate > Bulk Actions Note! To avoid the error, the record being added requires a ...
How do I resolve the error "Cannot advise a percentage increase on the earliest payrate" when adding employees' pay rates via the Bulk Actions screen?
The "Cannot advise a percentage increase on the earliest payrate" error will display when the "Percentage (%) Increase of Previous Rate" column (H), has been completed for the affected employee, and the record being captured is their first record. ...
How do I resolve the error "Input Value - Invalid Value 'Hours'" when adding a component to an employee's payslip via the Bulk Actions screen?
The error value "Input Value - Invalid Value 'Hours'" will display if the incorrect option in the "Input Type" column was select or inserted (for example, a Medical Aid component's input type cannot be hours). To resolve the error, ensure that the ...
How do I upload leave applications via the Bulk Actions screen?
This feature is available on all PaySpace editions Leave applications can be processed by downloading and completing the leave application MS Excel via the Bulk Actions screen. Navigate > Bulk Actions Once you have completed the MS Excel Template ...
How do I resolve the error "Reminder Day- Invalid Value" when on the Bulk Actions screen?
This feature is available on the Premier and Master edition The error "Reminder Day- Invalid Value" will display as follows. Navigate > Bulk Actions The error will display if the reminder day have been completed as follows instead of a numeric value ...
How do I resolve the error "Advise which day of the month this reminder should recur" on the Bulk Actions screen?
This feature is available on the Premier and Master edition The error "Advise which day of the month this reminder should recur" will display as follows. Navigate > Bulk Actions Verify that the Reminder Day Field have been completed with a numerical ...
How do I add or update pay rate details for existing employees via the Bulk Actions screen?
This feature is available on all PaySpace editions Download and complete a prepopulated MS Excel Pay Rate Details template and ensure that the effective date for each new Pay Rate is unique. Navigate > Bulk Actions Proceed to upload the MS Excel ...
Why would I receive an "Invalid Frequency" error when uploading an MS Excel template via the Bulk Actions screen?
The "Invalid Frequency" error will display if a user downloaded the template and completed it on one frequency for example Monthly and then uploaded it to the Weekly frequency on the Bulk Actions screen. To resolve the error select the correct ...
How do I resolve the error "Invalid value for field Input Type" when uploading components onto the Edit Payslip screen via Bulk Actions?
This feature is available on all PaySpace editions The error "Invalid value for field Input Type" will display if no value was inputted in the "Input Type" column/cell or if the selected input type is for a different component and then the component ...
Can I reinstate multiple employees via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Customers can process multiple employee reinstatements via the Bulk Action screen. Download and complete a prepopulated Excel MS template, by specifying how the employees should be reinstated. ...
How do I onboard multiple employees onto the system in bulk?
This feature is available on all PaySpace editions. Multiple employees can be onboarded onto the system by completing the MS Excel template and uploading it onto the Bulk Actions screen. Navigate > Bulk Actions
Why is an employee not appearing on the Bulk Actions screen when Banking Details are selected?
When adding an employee the Banking Details field is mandatory. If they do not have banking details they will not appear. You can select "Cash / Cheque" from the drop-down list in the Payment Method field on the grid (or Excel template) and select ...
Can projects be linked to employees via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Projects can be linked to employees via the Bulk Actions screen. Navigate > Bulk Actions
Can grades be created via the Bulk Actions screen?
This feature is available on Premier and Master editions Yes. Grades can be created via the Bulk Actions screen. Navigate > Bulk Actions From the Action Type dropdown, select Grades.
Is there a report that can be downloaded that will list the errors attached to employees on an unsuccessful bulk upload?
This feature is available on all PaySpace editions For bulk uploads that fail with errors on the spreadsheet, navigate to the History button on Bulk Actions screen, and click on the download button to retrieve your file. A column at the end of the ...
Can qualifications be created on company level on the Bulk Actions screen?
This feature is available on the Premier and Master edition Yes. Qualifications be created on company level on the Bulk Actions screen. Navigate > Bulk Actions
Can skills be created on employee level on the Bulk Actions screen?
This feature is available on the Premier and Master edition Skills can be defined on an employee record on the Skills screen. This can be done via the Bulk Actions screen. Navigate > Bulk Actions Related FAQ How do I assign skills on an employee ...
Can projects be created on company level via the Bulk Actions screen?
This feature is available on all PaySpace editions Yes. Projects can be created on company level via the Bulk Actions screen. Navigate > Bulk Actions Related FAQ How do I create projects on company level?
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