Batch Update Payment Methods

Batch Update Payment Methods

A Payment Method is a way how organizations pay their employees their salaries. In Salarium, there are 4 different types of Payment Methods - Cash, Cheque, Bank Account, and SALPay. When adding employees, whether, through Manual Entry or Batch Upload, you will not be able to set their Payment Methods.

Without the hassle of updating the employees' profiles one by one, we can already change their payment methods by Batch Update.

To  Batch Update Employees:
1. From the Top Navigation Bar, click Employees > People.


2. Click on Mass Update.


3. Click on the "Download CSV Template" button, and the file to be accomplished will be automatically downloaded to your computer.

            a. for Cash or Cheque Payment Method:
            
            a.1. Enter the Employee ID;
            a.2. Supply the following columns:
            - Base Pay
            - Base Pay Unit - Per Hour, Per Day, Per Month, Per Year
            - Payroll Group
            - Payment Method - Cash or Cheque
            a.3. Delete the other columns. The should only be 3 columns left.

            b. for Bank Account
         
            b.1. Enter the Employee ID;
            b.2. Supply the following columns:
            - Base Pay
            - Base Pay Unit - Per Hour, Per Day, Per Month, Per Year
            - Payroll Group
            - Payment Method - Bank Account
            - Bank Name - should be the same exact name of the bank as chosen in the Company Settings
            - Bank Type - Savings or Current
            - Bank Account No. - should be complete and correct
            b.3 Delete the other columns. The should only be 6 columns left.

            c. for SALPay:
                     
            image.png
            c.1. Ensure that the SALPay Corporate Account has already been linked to the Salarium Company;
            c.2. Check if the status of Payees individual accounts is Link Success (Control Panel > SALPay Integration > Payees). If yes,             proceed to batch update;
            c.3. Enter the Employee ID;
            c.4. Supply the following columns:
            - Last Name
            - First Name
            - Email Address
            - Payment Method (Accepted Value: Bank Account)
            - Bank Name (Accepted Value: SALPAY)
            - Bank Type and Bank Account No. (Retain the columns but leave them blank)
            c.5. Delete the other columns. The should only be 8 columns left.

      5. Upload the accomplished Mass Update Template and wait for the data to be Saved.
            

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