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

Modified on Tue, 8 Dec, 2020 at 4:37 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 “