Employees Bank-Specific Template 0 0

How to Update an Existing Employee's Bank Details via Import: Bank-Specific Template? 

→ You can create a custom template for adding only bank details for employees, ensuring a streamlined process for adding bank account information.

Step 1: Access the Import Template Tab

1. Navigate to the Import Template Tab:

• Go to the Import Template tab in the system.

  
  Create a New Template for Bank Details:

• From the available options, select the option to create a new template specifically for bank details.

• This template should be designed to include fields for Employee ID and relevant bank account details (e.g., Bank Account Number, Routing Number, Bank Name).

Step 2: Upload the CSV File

1. Choose the CSV File for Bank Details:

• Upload a CSV file containing only the bank details of the employees you wish to update. Ensure the file includes the Employee ID and all necessary bank fields, such as Bank Account Number, Routing Number, and Bank Name.

Step 3: Map CSV Columns to Template Fields

1. Map the CSV Columns to Template Fields:

• After uploading the CSV, the system will prompt you to map the CSV file columns to the corresponding template fields.

• For example, the CSV column for Employee ID must be mapped to the system’s Employee ID field.

• Map the bank account fields (e.g., Bank Account Number, Routing Number, Bank Name) to their respective fields in the template.

  
  Column Matching for Bank Details:

• You will need to specifically match bank-related columns (such as Bank Account Number and Routing Number) with the fields in the template to ensure proper updates.

Step 4: Select Employee(s) for Bank Details Update

1. Select Employees to Update Bank Details:

• In the template, the Employee ID is a key field. You can choose specific employees by their Employee ID for whom you wish to update or add bank details.

• The system will use the Employee ID to identify the relevant employee(s) to which the bank details will be applied.

Step 5: Review and Confirm Column Mappings

1. Review Column Mappings:

• Once all columns are mapped, carefully review the mappings to ensure Employee ID and bank account fields are correctly aligned with the data in the CSV.

• The system will display a preview of the template with the mapped data for confirmation.

Step 6: Import and Update Bank Details

1. Proceed with the Import:

• Once the mappings are confirmed, click "Next" to proceed with the import.

• The system will update the bank details for the employees based on their Employee ID from the uploaded CSV.

  
  Update Existing Employee Records:

• The system will check the Employee ID and update the relevant records with the new bank details.

• Employees who do not match an existing Employee ID will not be updated.