New Hires can be added individually or in bulk.
To onboard or add the new hires in bulk, follow the below steps:
On the Home page, click on “Team”.
Scroll down to “Employees”.
Click “Onboard”.
Click the arrow key next to Onboard.
Click “Download template here” to generate an Excel template with all necessary fields available in the employee master.
Check the box "Calculate new joinee arrears" to calculate the arrears for employees who have joined between the month or the previous month before the payroll cut-off.
Go to the Instruction sheet to read the steps to enter employee details.
As per the instructions, navigate to each sheet, such as Employee, Pay, Leave, and UDF, to enter the relevant details.
Save the file to the local hard drive.
Please note the following while uploading the Master file:
Do not delete any columns or change the format of the generated Excel file.
As per the generated template, enter the necessary data and leave the column blank if you don’t have the data. Please don’t mention “NA” or “Unknown”.
For the fields marked in “red color,” please enter the mandatory data.
Under the confirmation period, enter the number of months (e.g., 6); don’t enter the
confirmation date.
Under “Pay breakup sheet,” enter “A” for the formula-based components and “NA” if not applicable.
Ensure the DATE format is in DD/MM/YYYY; it should be in English (UK) format.
Ensure the EMPLOYEE CODE is not assigned to more than one employee record.
Please ensure the master details such as Department, Designation, Location, Bank, etc, are taken from the drop-down provided from the details in the "Help" sheet. The format and the name should match the details provided in the sheet.
File Import
Select the month from the drop-down.
Click “Choose file”.
Click “Import”.
Check the box “Calculate Special Allowance”.
If the CTC components are formula-based, the balance amount will be automatically updated as a Special allowance.
Once the Import is updated, click “Close”.
And your employees are imported successfully.
Any error in the upload will be mentioned. You can rectify the details and re-upload.
For more information on the various fields, please refer to "How to Onboard an Employee".
Note: The video outlining the process is attached for your reference.