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There may be situations where a change affects a number of employees.
For example, Medical insurance deductions typically increase for everyone on the same date. It is easier to provide a bulk upload of the new rates rather than notifying each individual change.
The process
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- The
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- Client will advise their EasiPay Consultant what
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- needs changing e.g. the value for medical insurance is changing for everyone who currently has a deduction.
- The
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- Consultant will generate a bulk change template for all
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- employees who are to be changed.
- The template will contain: the
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- employee code, employee name, description of the field that is to be changed and current value being held.
- The Client
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- will complete the new value to be uploaded and the date this is to be applied. Note: depending on the type of change this may be the actual date or the beginning of the pay period e.g.
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- for a pay rate change this would be the actual date. For a fixed deduction the date should be the start of the period. A fixed deduction that is changing part the way through a pay period would be applied from the beginning of the pay period
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- i.e. it will not be based on a partial pay period.
EasiPay Responsibilities
- The
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- Consultant will import a bulk changes template and check there are no errors.
- The changes will be reflected in the Updating Report.