How to do updation of employee details through Employee Master? (Portal Client)

Modified on Tue, 08 Dec 2020 at 04:37 PM

How to do updation of employee details through Employee Master? 

[Note : Please refer below steps for Portal Client]

Experience@zinghr:

 

In an orgainization Employees profiles/ details undergoes change. For example: Employee “A” has been transferred or promoted so as an HR you need to update his Place/ Department /Designation.

 

NO WORRIES!!!!

 

As Hr/ Admin/ Processing team, you can update the same from Master updation Template  (Payroll cockpit). 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 updating the details of your employee (Email change, new number updation, etc) through Master updationTemplate (Payroll cockpit)..

 

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  clicking 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 master update 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 opened in which data will be shown as per the uploaded file.

Once again, cross verify to the data and then click (“Final  Save “ /”Reject Batch”) 


After Final save if you once checked once again “Show All Batches “ this  batch  color showing as “Green “ which represents the batch saved successfully.

If there is any error is shown on final save and if rejects  batch then  this  batch  color  showing  “Orange
 “

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