3.1 Employee Bank

3.1 Employee Bank

How to migrate employee bank details?
  1. Download the Employee Bank template file as per attached or download at Payroll Home ->  General ->  Employee List -> Edit Employee -> Payroll tab -> Bank ->  Click on Export button.
  2. Open with Excel (default) format for Microsoft Excel 2003 & above.
  3. Fill data for each column and further explanation for each column as below:
Column Name
Description
Remark
Employee Number
Employee Identified Number
Compulsory.
Employee Name
Employee Name
Compulsory.
Bank
Employee Bank
Compulsory. Select Bank Code from the list.
Account Number
Employee Bank Account No
Compulsory.
ID Number Type
Employee ID Number Type
Compulsory. Select ID Number Type from the list.
Default Bank Account
Default Bank Account
Compulsory. Set as "Y" for the Default Bank Account.

      4.  Save the migration file as per default Microsoft Excel (*.xls/.xlsx) format.


      5.  Click on Import button -> Click on Select File button to browse -> Click Data Import button to upload the completed file.


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