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 spreadsheet accordingly.
Important! A blank Banking Details Bulk Actions spreadsheet cannot be used to update existing employee bank details, because the system recognises the action as adding new banking details.
Navigate > Bulk Actions
Note! This template has been enhanced to only flag the relevant fields as mandatory. This is because the mandatory fields differ between RSA and non-RSA countries. Below are the mandatory fields for RSA and non-RSA companies.
Mandatory for RSA companies
- Bank Account Owner
- Account Type
- Bank Name
- Branch No
- Account No
Mandatory for Non-RSA companies
- Account Type
- Bank Name
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