How can I input a transferred employee's banking details into their new employee record when they still exist in their original (terminated) employee record?
Change the payment method to "Cash" on the employee's Banking Details screen on the terminated profile.
Navigate > Employee > Basic Information > Banking Details
Thereafter, the banking details can be inserted and saved on the Banking Details screen on the active profile.
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How do I resolve the following error received when updating banking details on a transferred employee record (eg. EMP001_ITR): "Already exists on employee - EMP001"?
This error will be displayed when the same banking details on the original employee record are inserted on the transferred employee record. To clear the error, change the "Payment Method" field to "Cash" on the Banking Details screen on the ...The Employee Banking Details Screen
About The Employee Banking Details Screen relates to the employee’s payment method and details required based on the payment method. Tip The Employee Banking Details Screen is included in the Add New Employee Workflow. Edition This feature is ...How do I update existing employee bank details via the Bulk Actions screen?
To update the existing employee bank details, select the "Eye" icon to load the employee data, then select the "solid download" icon (the first icon in the left corner of the grid) to download the prepopulated template. Edit and upload the ...How do I update an employee's banking details?
An employee's new bank details can be updated by editing the existing information in the mandatory fields on their Banking Details screen. Navigate > Employee > Basic Information > Banking DetailsHow do I add a bank if it does not exist on the employee's Banking Details screen?
If a bank does not exist on the employee's Banking Details screen, it can be added via the Bulk Actions screen. Navigate > Bulk Actions Add the employee's bank details (the new bank name in column F) on the Bulk Actions spreadsheet.