Bulk Routines

Modified on Wed, 18 Oct, 2023 at 1:44 PM

There are a number of procedures that apply to all employees, or to groups of employee.  Having the ability to process these changes using a 'Bulk Routine' helps save time.  The 'Bulk Routines' menu can be found under the 'Data' menu.  You will notice that it is possible to perform the following functions in bulk:

- Transfer Employees, 

- Convert employees onto, or off, a Tax Directive

- Discharge Employees

- Engage Employees

- Change Employee Bank Details

- Suspend Employees

- Make certain Employee Masterfile Changes


Note: Backup your data before processing a bulk routine.  By taking a backup you will be able to restore the data back to the position you were in before the procedure was run.  This precaution will protect you from error that you may make.


For more information about processing a Bulk Routine see the headings under this link.


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