How to add a Newjoinee through Employee Master Template?

[Note : Please refer below steps for 4.1 Client]


Experience@zinghr:


EMP master template is used for adding the Newjoinee details in bulk or individually. It helps Hr/ Admin/ Processing team to upload bulk database in one single template. This is the mandatory steps which need to be followed by the customer’s HR/Admin/processing teams.


You can execute following simple steps towards adding Newjoinees through Emp Master Template.


Step 1:


First go to “Payroll Management” module option that you see on your screen after you have logged in as an Administrator. You now get to see this option “Payroll Download”,click on the same.

 


 

Step 2:


Select the template as “EmpMaster” and click on Download.


(Note: Save the template in .xls format)


 

Step 3:  


Add the details as mention in the screen shot.


Here few mandatory information that you need to provide into the Emp Master Template.




 

Now you are ready to upload the data into the system.


Step 4: 


Upload the same file through “Payroll Upload” Screen



 

The Below screen will be visible. Click on Browse and select the file and click on drop down icon and select Template Name as “EmpMaster” and click on the Excel Icon to upload.





You will get the pop up of “EmpMaster updated successfully”.


Step 5:  


Go to Payroll Management and click on “Payroll Submit Upload”.



 

Select the Template/ Batch and click on “Click Here To Submit Batch”. Same pass by “Payroll Checker 1” and then “Payroll Checker 2”.


 






Your processing will now be accurate and all Newjoinee/ existing employee data will be visible properly into the system.



Please Note: For Updation and deletion please refer to respective FAQs.