NextGen | Bulk Actions: Overview

NextGen | Bulk Actions: Overview

About

Besides processing payroll input on the respective employees’ records, capturing payroll information can also be processed via the Bulk Actions Screen.  Bulk entries can be uploaded to the Payslip Edit Screen or the Recurring Components Screen.  Templates to update information to other selected screens, are also available.  

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Bulk Actions Overview for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains the same for the Classic version, please select this link:   Classic | Bulk Entries for Multiple Employees

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.



Ensure that the correct company and frequency are selected.

The Location Menu


Tip
By default, when you select Bulk Actions from the Top Menu, the screen will expand.  The collapsed view can be recovered by selecting the Hamburger Menu from the Title Bar.

The Hamburger Menu


The Bulk Actions Screen: Top Section

The Bulk Actions Screen: Top Section




The Bulk Actions Screen: Filtering Options

Existing data can be filtered by applying selections to the column headings.  The column headings will change based on the Action Type selected.

The Bulk Actions Screen: Basic Profile Selected


The Bulk Actions Screen: Payslips Selected



In this section, the filtering options when selecting the Action Type, Payslips, are explored.





Sorting a Column
Use the Sort Icon per column heading to sort the information.



The Bulk Actions Screen: The Icons

The Bulk Actions Screen: The Icons





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