How to Bulk Change the Settlement Month for Employees in HRMS?
In our continuous effort to enhance the HRMS system, we have introduced a new feature that allows HR professionals to bulk change the settlement month for multiple employees at once. This feature is designed to save time and streamline the process, making it easier for HRs to manage employee records efficiently.
Step-by-Step Guide to Bulk Change Settlement Month
1. Log in as an Admin:
To access this feature, you must be logged in with admin privileges.
2. Navigate to the Employees Module:
Once logged in, go to the Employees module, where you manage employee information.
3. Access the Directory:
In the Employees module, click on the Directory to view the list of all employees.
4. Initiate Bulk Change:
In the Directory, locate the Actions button in the top right corner and click on it. From the dropdown menu, select Bulk Change Settlement Month.
5. Download the Excel Sheet:
After selecting the Bulk Change option, you will be prompted to download an Excel sheet template. This template will contain the necessary fields where you can input the updated settlement month details.
6. Enter the Details:
Open the downloaded Excel sheet and fill in the required information, including the employee details and the new settlement month.
7. Upload the Updated Excel Sheet:
Once you have filled out the Excel sheet with the necessary information, go back to the Directory, click on Actions again, and select Bulk Change Settlement Month. This time, choose the file you have updated and upload it to the system.
8. Confirm the Changes:
After uploading the file, the system will process the changes, and the settlement months for the selected employees will be updated accordingly.
Benefits of Using This Feature
- Efficiency: This feature allows HRs to update the settlement month for multiple employees in one go, reducing the time spent on individual updates.
- Accuracy: By using an Excel template, the chances of errors are minimized, ensuring that all details are correctly recorded.
- Convenience: The bulk upload feature is easy to use and integrates seamlessly with the existing HRMS, allowing for a smooth transition and operation.