NextGen | On Boarding New Employees Using the Bulk Actions Screen

NextGen | On Boarding New Employees Using the Bulk Actions Screen

About

Besides on boarding new employees individually, you can upload employees using the Bulk Actions Screen.  Where a frequency is added, or a new company is registered during the tax year, the system will automatically create an Interim Run to provide you with the option to process year-to-date figures on an employees’ records. This should be done before the first live run.

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 On Boarding New Employees Using the Bulk Actions Screen 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 | Uploading New Employees Using Bulk Entries-Functionality

An Example of the Classic Landing Page


Checklist




Important Comment

Tip
The following Action Types are required in the sequence listed below, to create the new employee’s record:
  1. Basic Profile
  2. Employee Tax Profile
  3. Pay Rates
The other Action Types listed above are optional, based on the information that needs to be added to the employee’s record.

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