On / Off Boarding | On Boarding New Employees Using the Bulk Actions Screen

On / Off Boarding | 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.

Checklist

Navigate > Config > Basic Settings > Company Settings > Basic Company Information > General Details.

Step 1: On the Basic Company Information > General Details Tab check that the tick box to Generate employee numbers is not selected.


Navigate > Bulk Actions 

Step 2: On the Bulk Actions Screen select your Screen Type as Employee and your Action Type as Add New Employee and download the template.


Step 3: Once you have completed the employee On boarding Template, import it to the Bulk Actions Screen.

Step 4: Once the new Employee On boarding template has been imported, download the MS Excel templates on Bulk Actions for the below screens:

If you are also processing a YTD Take-On:
  1. YTD Take-On
  2. Employee ETI Take-On
  3. Recurring Payroll Components, to process Medical Aid, Pension/ Provident Fund, Loans, Unions, Garnishees
  4. Dependants
  5. Tax Profile, to process Terminations
  6. Position Detail
  7. Leave Setup
  8. Leave Adjustments

If you are only On Boarding New employees:
  1. Recurring Payroll Components, to process Medical Aid, Pension/ Provident Fund, Loans, Unions, Garnishees
  2. Dependants
  3. Position Detail
  4. Leave Setup
  5. Leave Adjustments
Step 4: If the option to generate employee numbers was selected, navigate back to the Basic Company Information Screen to reactivate it.

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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