new employee report

Good morning everyone,

I Please need assistance. We loaded a lot of new employees recently. I would like to know the following please:

1. How can I mass import employees. for now, I only need to capture the employee details, bank details and, earning details a, and tax details. is it possible to mas import using only the above parameters.

2, Is there a report I can pull to verify the newly loaded employees and he above captured details?

Thank you for your assistance. 

Parents
  • Good day  

    I trust you are well.

    1. It is possible to import employees in bulk. You just need to make sure you are using a layout from Payroll professional:

    1.1 Firstly create a layout for the parameters you mentioned

    From the main menu, select Interfaces - flexi utlity - fixed information - control screen - Click on add - add a code and description - then select enter

    From there, you can add all the other employee details on the next available lines.

    1.2 Export only the template

    From the main menu, select interfaces - flexi utility - fixed information - export - Select the new layout and click on "export" -  then select "generate header record"

    1.3 Fill in the employee data and import back to the system

    After filling in the information, please make sure the report is in a CSV format. From the main menu, select interfaces - flexi utility - fixed information  - import.

    2. There is a report for only new employees loaded

    2.1 You can still print the flexi report from Payroll professional

    Same process, From the main menu, select interfaces - flexi utility - fixed information - export - then there is an option for "new employees", please select that option and print the report. You will only see the new employees loaded on that report.

    Please let us know if this helps.

    Kind regards,

    Kagiso

     

Reply
  • Good day  

    I trust you are well.

    1. It is possible to import employees in bulk. You just need to make sure you are using a layout from Payroll professional:

    1.1 Firstly create a layout for the parameters you mentioned

    From the main menu, select Interfaces - flexi utlity - fixed information - control screen - Click on add - add a code and description - then select enter

    From there, you can add all the other employee details on the next available lines.

    1.2 Export only the template

    From the main menu, select interfaces - flexi utility - fixed information - export - Select the new layout and click on "export" -  then select "generate header record"

    1.3 Fill in the employee data and import back to the system

    After filling in the information, please make sure the report is in a CSV format. From the main menu, select interfaces - flexi utility - fixed information  - import.

    2. There is a report for only new employees loaded

    2.1 You can still print the flexi report from Payroll professional

    Same process, From the main menu, select interfaces - flexi utility - fixed information - export - then there is an option for "new employees", please select that option and print the report. You will only see the new employees loaded on that report.

    Please let us know if this helps.

    Kind regards,

    Kagiso

     

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