My Daily Work à Mass Actions à Payroll à Apply External Finance Changes to Employees

1.      This mass action can be utilized to post & apply new external financial values upon employees’ “Profile” records; via an external Excel sheet. Also, a user can update any incorrect financial data via this batch; without creating a change of status record. Moreover, this mass action can generate a change of status record for the changed financial data, as per the specified ‘Effective Date’.

2.      Prepare a relevant excel sheet with the following columns structure; ‘Emp. ID’, ‘Name’ & ‘New Value’. Afterwards, you may specify the value of the ‘Post’ column; either with value (1) for posting or (0) for not posting.

3.      Select the required financial ‘Changed Data’ from the provided drop down list; which displays the following:

o   All salary paycodes of System type; which are not calculated fields. For instance; (Basic Salary), (Fixed Insurance) & (Variable Insurance).

o   All salary paycodes; configured at system setup with a check mark at ‘□ Accept Data from HR’ option

4.      Choose file to select the predefined excel sheet, then press Import link.

5.      Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.

6.      You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

7.      You may check ‘□ Add’ option; provided at Change of Status section to create change of status records for the selected employees whose financial data will be updated. Then, specify required ‘Transaction’ & ‘Effective Date’.

8.      Check Changed Data details before posting, via pressing Print link.

9.      Click Post to load a batch of Changed Data for a group of employees; along with posting the relevant ‘Transaction’, if specified.