How to add a Newjoinee through Employee Master Template? (Portal Client)

How to add a Newjoinee through Employee Master Template? (Portal Client)

How to add a Newjoinee through Employee Master Template?

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 Employee Master Template.

Step 1:

First go to Left Menu -->“Payroll” module option that you see on your screen after you have logged in as an Administrator. 

Step 2:

After open Payroll cockpit  screen  please click  “+”(plus) sign on new joinee  template  .before  click on “+”plus  sign please check  lock symbol is (lock/unlock)  it should  be unlock  .if its lock then click on lock sign then  click on plus  “+” sign

Step 3:

After click  on “+” sign  new screen opened  in that  screen  download  / upload  option available  

Download sample file  please fill up the data  as per the column which is mandatory  / non mandatory column required  for newjoinee  then upload excel file  

After  file  uploading successfully  click  on “Show All batches”

Please select batch no which is showing at the time uploading system given popup.

After  selecting batch,  new screen gets open in which data will be shown based on uploaded excel file, once again cross verify to data then click  (“Final  Save “ /”Reject Batch”) 

After  Final  save if you once checked  once again “Show all Batches “ this  batch  color showing as “Green “. Means batch saved successfully  if tts any  error  coming  are  the final  save and if reject  batch then  this batch  color  showing  “Orange “