Bulk Entries for Multiple Employees

Overview

Bulk Entries-functionality allows you to capture or import information for more than one employee at a time.

An extract of the Bulk Actions Screen.

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Edition

This feature is available on all PaySpace editions.

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Navigation Path

Navigate > Bulk Actions

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Bulk Entries for Recurring and Once Off Components

To process Bulk entries for once-off components select the Screen Type as employee and the Action Type as Payslips.

      

Download the MS Excel Spreadsheet by selecting the download template option.

      

Process the once-off components on the excel spreadsheet and upload the completed sheet.

      

To process Bulk entries for recurring components select the Screen Type as employee and the Action Type as Recurring Payroll Component, select the relevant Payslip Action and the Recurring Payroll Component you want to add.

      

Download the MS Excel Spreadsheet by selecting the download template option.

      

Process the recurring components on the excel spreadsheet and upload the completed sheet.

      

Note! Compulsory fields are marked with an asterisk on the Excel Template.

Note! The recurring template will only allow you to upload recurring components for the component selected when downloading the template.

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Posting Bulk Entries on Screens

Various screens on the system can be selected to process Bulk Entries to. Depending on the selection made, the MS Excel spreadsheet will guide you to complete the information correctly.

      

      

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Posting Bulk Entries without a MS Excel Spreadsheet

Selecting the + option will allow you to process Bulk Entries on screen without using a MS Excel Spreadsheet for recurring and once off components.

      

When selecting the + icon a new empty line item will appear that can be completed on the Bulk Actions Screen.

      

Select the relevant options by selecting the relevant block and choose the action from the dropdown list.

      

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Important Comments

Tip

The History link do not display information of bulk data that was posted without a MS Excel Spreadsheet.

MS Excel Spreadsheet

1. The MS Excel Sheet will be obtainable from your Downloads Folder. Remember to Enable Editing before completing the sheet.
   
2. Once the MS Excel Spreadsheet is uploaded, you will receive an e-mail to notify you of the end results.

Bulk Entries for Costing and Multiple Components

There are several factors that influence the Bulk Entries-functionality for Costing and Multiple Components using an MS Excel spreadsheet. Please contact the Support Centre for assistance.

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