Bank Template 0 0
"Bank Template Management Process Flow:"
→ "First, go to the 'Bank' tab. Then, click the 'Manage Template' button. You will be redirected to the 'Manage Template' page."
How the "Manage Template" Feature Works
Manage Templates:
You can add, edit, or delete templates in this section to manage how data is imported.
Create a New Template :
Step 1: Start by Creating a Template
Click on "Create New Template" to begin. You will be redirected to the template creation page.
Step 2: Add a Transformation Rule
You can add a transformation rule to modify the data according to your needs. For example, you may want to:
Extract the last 3 digits of an account number.
Convert all text to uppercase.
Step 3: Choose What to Transform
Select a field (e.g., employee_name, iban, etc.) and choose a transformation type (e.g., "Extract digits", "Pad with zeros", "Convert to uppercase").
Step 4: Adjust Transformation Settings
Depending on the type of transformation, you will have various settings to adjust:
Extracting digits: Choose how many digits to extract.
Padding numbers: Decide if the padding should be applied to the beginning or the end.
Text transformation: Choose whether to make the text uppercase, lowercase, or capitalized.
Step 5: Preview the Transformation
As you adjust the settings, you’ll see a live preview of how the transformation affects the data. For example, when converting text to uppercase, the preview will show the updated text in real-time.
Step 6: Edit or Remove Transformation Rules
You can add more transformation rules, edit existing ones, or remove any rules you no longer need.
Step 7: Extra future
You can choose the file type (e.g., CSV, text) and define the delimiter (e.g., comma, tab, semicolon) used in your file. This helps ensure the data is parsed correctly.
File Type: Select the format of your file (e.g., CSV, text ).
Delimiter: Choose the delimiter used in your file (e.g., comma, semicolon, tab) to ensure the data is split correctly into columns.
Example Workflow:
Upload Your Data File: Start by uploading your file, and you'll see a list of fields (e.g., employee_name, bank_name).
Choose Field and Transformation: Select a field (e.g., employee_name) and choose a transformation type (e.g., "Convert to uppercase").
Adjust Settings: Set how you want the transformation to work (e.g., choose whether to capitalize or lowercase the text).
Preview: Watch the changes happen in real time on the sample data.
Refine: Continue adding, editing, or removing rules until you're happy with the final result.
In Short: This process allows you to customize and format your data exactly how you want it before importing it. You can transform fields, adjust settings, and preview the changes in real-time to ensure the data is tailored to your needs.
Edit Template
Easily update your template by modifying the transformation rules, adjusting settings, and previewing the changes. You can:
Edit Existing Rules: Modify the transformation settings for any field.
Add New Rules: Apply additional transformations to other fields.
Remove Unwanted Rules: Delete any rules you no longer need.
All changes are immediately previewed, so you can see how your data will look before finalizing.
Import Template :
When you click "Import Template", you can import additional available templates into your system. This allows you to quickly load predefined templates, making it easier to apply consistent rules and transformations without having to create a new template from scratch.
How to Use the Import Template Functionality?
1.Go to the Pay Slips Page: Navigate to the Pay Slips page in your system.
2.Search and Filter: Use the search and filter options to find the specific user(s) whose bank file you want to export.
3.Select Bank File: Once you've found the user(s), click on "Bank File" to proceed.
4.Import Template: A pop-up window will appear. then choose the template you want to apply.
5.Create the File: After selecting the template, click the "Create" button to apply the template and generate the bank file.