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.
Navigation Path
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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