Why is an employee not appearing on the Bulk Actions screen when Banking Details are selected?
When adding an employee the Banking Details field is mandatory. Ibankingf they do not have banking details they will not appear.
You can select "Cash / Cheque" from the drop-down list in the Payment Method field on the grid (or Excel template) and select the save button.
Navigate > Bulk Actions
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Can I delete an employee's banking details from the Banking Details screen?
No. The information on an employee's banking details screen cannot be cleared/deleted. If an employee does not have banking details, select "Cash / Cheque" from the dropdown list in the Payment Method field. This also applies when updating banking ...The Employee Banking Details Screen
About The Employee Banking Details Screen relates to the employee’s payment method and details required based on the payment method. Tip The Employee Banking Details Screen is included in the Add New Employee Workflow. Edition This feature is ...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 ...How can I input a transferred employee's banking details into their new employee record when they still exist in their original (terminated) employee record?
Change the payment method to "Cash" on the employee's Banking Details screen on the terminated profile. Navigate > Employee > Basic Information > Banking Details Thereafter, the banking details can be inserted and saved on the Banking Details screen ...How do I resolve the following error received when updating banking details on a transferred employee record (eg. EMP001_ITR): "Already exists on employee - EMP001"?
This error will be displayed when the same banking details on the original employee record are inserted on the transferred employee record. To clear the error, change the "Payment Method" field to "Cash" on the Banking Details screen on the ...