How to update the bank, PF or ESI details of an employee in bulk?

How to update the bank, PF or ESI details of an employee in bulk?

Follow the steps below to add/update employee Bank details.

·        Navigate to HR and Select Employee Management Module.

·        Select Onboarding >> Bulk Uploads >> Basic Bulk Uploads

Procedure to upload Bank details.

·        Click “Download” to download the excel file format for bank details of the existing employees.

·        After necessary modifications or filling of the fields in the excel file, HR can upload the excel file by clicking the “Upload” button.

 PF & ESI details:

·        Click the “Download” button to download the excel file format of PF, ESI details of the existing employees.

·        ​After filling in or necessary modifications, HR can upload an excel file by clicking the “Upload” button.

 



    • Related Articles

    • How to Add Bank Details in User Profile?

      Login to Employee Self-service portal In Home>> Modules, Click on Profile, Go to Financial Info, In the Bank details Card Click on Add Account Enter the required Bank Details in the side overlay and click on Submit. Note: 1. A User can add multiple ...
    • Can USER Add/ Edit ESI information?

      No, Users can not add ESI information but Can Edit the information added By HR in the Employee profile by manual or Bulk upload. To Edit the PF information: Login to Employee Self-service portal In Home >> Modules, click on My profile, Go to ...
    • How to change/update employees’ bank account information?

      HR and User both can change the bank account information of an employee using the following steps, Navigate to HR and Select Employee Management Module. Select Employee >> Employee List. · Go to user Profile Page by selecting an Employee from the ...
    • Can USER Add/ Edit PF information?

      No, Users can not add PF information but Can Edit the information added By HR. To Edit the PF information: Login to Employee Self-service portal In Home >> Modules, Click on My profile, Go to Financial Info, Where the Provident Fund information can ...
    • How to Bulk update the Employee data?

      In the HR login >> Employee Management >> On board >> Bulk upload >> Basic Bulk upload >> Existing Employee Bulk upload Download the Sheet containing the Existing Employees list and update the Reporting managers for the required employees and upload ...