Batch input One-off Payment Records

Make sure you have completed following session(s)

l What is One-off Payement

l One-off Payment Item Setup

Although there are different ways to input One-off payment records ( see “What is One-off Payement” ), “Batch input” is the most easiest way to input one-off payment records directly for a group of selected employees as at a particular date. Besides of add new records, all existing records can also be shown in one screen instead of viewing those records in each employee record. Moreover, deletion is also capable in this module. Please see the steps below:

Steps

1. In main screen, click the “One-off payment” button from the toolbar.

2. The “Batch one-off payment” screen shows as below

3. Select a reference date.

4. Select employees by click on the [Select employees] button. The “EE filter” will be shown for selection.

5. Click [Reload] button to reload the page. All existing records will be shown.

6. Double-click or press ENTER in a cell to edit the content.

7. Enter payment amount and remark (if any)

8. Click the [OK] button to confirm

9. If you want to delete a one-off payment record, select the cell that you are going to delete, then press the [Delete] key from your keyboard. (e.g. Delete A0001’s “Adjustment” record)

10. Repeat steps 6-8 on another cell until all required payment records are entered.

11. Click the [Update] button to save all changes. If you are asked to confirm, click [Yes] button. After saving changes, the page will be reload.

12. Click the [Close] button when finished.

See also

Input one-off payment record to employee

Import One-off Payment records

Batch delete One-off Payment Records