How to Bulk Hold and Unhold Employees in Payroll?
Quikchex has introduced a new feature that empowers HR professionals to manage payroll more efficiently. With the bulk hold and unhold option, HRs can now easily hold or unhold multiple employees simultaneously during the payroll process. This feature simplifies payroll management, especially for larger organizations where managing individual employee payroll holds can be time-consuming.
Step-by-Step Guide to Bulk Hold and Unhold Employees
1. Log in as an Admin:
Ensure you are logged in with admin privileges to access the run payroll option.
2. Navigate to Run Payroll :
Once logged in, go to the Payroll section, where you manage all payroll-related activities.
3. Access the Bulk Hold/Unhold Feature:
Within the Run Payroll, click on Payroll Inputs then Actions, look for the option to Bulk Hold/Unhold Employees.
4. Download the Excel Template:
When you select the Bulk Hold/Unhold option, you will be prompted to download an Excel sheet template. This template will allow you to specify which employees should be held or unheld during payroll processing.
5. Enter Employee Details:
Open the downloaded Excel sheet and enter the necessary details, such as employee IDs and their respective hold or unhold status. Ensure that all the information is accurate to avoid any issues during the payroll run.
6. Upload the Updated Excel Sheet:
After entering the required details in the Excel sheet, return to the Run Payroll Module >> Payroll Inputs >> Actions . Click on the Bulk Hold/Unhold Employees option again and choose the updated file to upload.
7. Confirm the Changes:
Once the file is uploaded, the system will process the request, and the selected employees will be held or unheld as specified. You can now proceed with running the payroll, knowing that the correct employees are held or unheld as per your requirements.
Why Use the Bulk Hold/Unhold Feature?
- Time-Saving: This feature allows you to hold or unhold multiple employees at once, drastically reducing the time needed to manage individual payroll holds.
- Flexibility: Whether holding employees due to leave, resignation, or other reasons, this feature offers flexibility in managing payroll statuses efficiently.
- Streamlined Payroll Processing: By using this bulk feature, payroll processing becomes smoother and more streamlined, reducing the risk of errors or missed holds.
This new bulk hold and unhold functionality is now available for all admins. We recommend utilizing this feature to optimize your payroll management processes.